Tax Season is in full swing. Don’t forget to mention potential tax advantages to your LTCi clients! Join us as Mutual of Omaha’s Advanced Markets Specialist, Tom Fridrich, discusses the tax-saving potential of a traditional LTCi policy. Learn how you can help individuals and business owners reduce their tax bill while planning for their future long-term care needs. Thurs, Feb 7, 2019 11:00 AM to 11:45 AM CST Reserve Your Seat Now For This Special Training! If you have questions or need additional information, please call us at 1-800-842-7799. Don’t forget to subscribe to our News Digest for
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Brokerage Health Sales Monthly Webinars
Stay in touch with your Mutual of Omaha Brokerage Health sales team in 2019 through a series of Medicare Solutions monthly webinars. You’ll learn how we can help in building your Medicare business. Each month, we’ll tackle a new topic surrounding our portfolio of products – Medicare supplement, dental and prescription drugs plans. You’ll learn about new developments, get tips from Mutual of Omaha’s experts and have an opportunity to submit your own questions. The first webinar – A Rewarding Year Ahead – is scheduled for Tuesday, January 29 at 10:30 am CST. Tune in to meet your Mutual brokerage
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Wisconsin 2019 Buyers Guide Available
The 2019 Wisconsin Guide to Health Insurance for People with Medicare, (Form Number 337129) is now available to order. Click on the form number above to view; you may save and print as needed. All materials are available to view/download immediately from Sales Professional Access (SPA- www.mutualofomaha.com/broker) in the Forms and Materials section, and are also available to order through your normal channels. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Wisconsin 2019 Buyers Guide Available #goldencareagent #mutualofomaha
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GoldenCare Newsletter | January 21, 2019
In this GoldenCare Newsletter Edition From GoldenCare: Diversify your portfolio for greater sales success! Join us for product and training live webinars! To register, Click Here. Update Your Contracts Look for an upcoming LTC CEO Office, Home and Internet Selling Tools Software update, coming in the next couple weeks with all the latest tools! Making a good decision on whether or not to own Long Term Care insurance depends upon receiving factual information on the subject. LTCCEO was developed to offer our clients the knowledge they need to make wise decisions. Find out how to get your copy here. Our Guest Article
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Medicare News – Omaha Family of Companies
Medicare Supplement: Brokerage Health Sales Monthly Webinars Each month, attend webinars to build your Medicare business. Topics include Medicare supplement, dental and prescription drug plans. Wisconsin 2019 Buyers Guide Available The 2019 Wisconsin Guide to Health Insurance for People with Medicare is now available to order. Medicare Advantage and Prescription Drug Plans: New 2019 Medicare Advantage Open Enrollment Period (OEP) Between January 1–March 31 each year, individuals enrolled in a Medicare Advantage Plan (MA or MAPD) can make a one-time election. #goldencareagent #mutualofomaha
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The New LTC Rider is Now Approved in Montana
On February 1, agents selling in Montana will now have an additional option to help meet clients’ long-term care planning needs. The new Long-Term Care Rider will be available for you on our Income Advantage and Life Protection Advantage Indexed Universal Life (IUL) insurance policies. The LTC Rider provides: Benefits for Nursing Home, Assisted Living, Home Health Care and Adult Day Care Maximum total benefits up to 100% of the initial specified death benefit 1%, 2% or 4% monthly acceleration percentages One-time, 90 calendar-day elimination period Automatic issue of the Chronic Illness Rider if the client doesn’t qualify for the
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IUL Performance in the Current Markets
We always like to see clients’ policies being credited at their cap rates; however, in a down market we also like to see that your clients are protected. Down markets are often where the value proposition of an IUL product is truly revealed – they show how your client can not only experience upside potential, but also have downside protection. Our client-approved historical performance flyers for Income Advantage IUL and Life Protection Advantage IUL show how clients have received credits when the S&P 500 has been up (equivalent to the cap rate in most months), and now based on December
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IUL Max Illustrated Rate Change
Effective February 1, 2019, the IUL maximum illustrated rates in WinFlex Web will increase as follows: Income Advantage IUL: 100% Participation Rate with 11.50% Cap: Increasing from 6.76% to 6.80% 140% Participation Rate with 8.50% Cap: Increasing from 5.59% to 5.62% 65% Participation Rate with No Cap: Increasing from 6.76% to 6.80% Life Protection Advantage IUL: 100% Participation Rate with 9.50% Cap: Increasing from 5.85% to 5.89% 140% Participation Rate with 7.50% Cap: Increasing from 5.00% to 5.02% 55% Participation Rate with No Cap: Increasing from 5.85% to 5.89% Please note, only the maximum illustrated rate is changing. The IUL
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Enhancements to the New Amazon Connect Phone System
In late November, we announced our new implementation of our Amazon Connect phone system for Life and Health Service and Claims. The Call Experience visual depicts the new experience. Our producers and customers are very important to us, and we sincerely appreciate the feedback you have provided throughout the transition to our new phone system. We continue to make improvements based on your feedback and are working to correct issues as they arise. We are also reallocating resources and hiring additional associates in some areas to improve wait times. We are confident that as we work to smooth out the
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Medicare News – Omaha Family of Companies
Medicare Supplement: Modernized Rate Release – HI Please view the upcoming Modernized Rate Release in Mutual of Omaha – Hawaii. Dental Insurance Product Release in Maryland Effective January 18, 2019 you may begin selling our Mutual Dental PreferredSM and Mutual Dental ProtectionSM insurance policies underwritten by Mutual of Omaha Insurance Company in Maryland. Pay Any Day for Medicare Supplement and Dental Pay Any Day allows your client to select automatic deduction dates rather than the 1st or the 15th of the month and goes into effect Friday, January 18, 2019. #goldencareagent #mutualofomaha
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