It’s that time of year when we consider the relationships that are most important to us. We send holiday cards and celebrate the special moments we’ve shared over the past year. Along with our family and close friends, the business relationship we hold with you is just as important. To that end, we want you to know how much we appreciate our relationship. At its core, this bond is formed by our shared commitment to our clients; but, we also know it is affirmed by trust. This confidence is achieved only by doing the right thing so that we can
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Quick Tip: Quoting with MutualCare® Solutions Software
Scenario: The clients you’re meeting with are planning their retirement and are considering Long-Term Care insurance to achieve their goals. They also wish to leave an inheritance to their adult child, which means they place great important on the dollar-for-dollar asset protection afforded by their state’s Partnership Program. Mutual of Omaha’s Custom Solution plan offers so many inflation options, how can you be sure the option elected will meet Partnership requirements based on their ages? This information is readily accessible through the MutualCare® Solutions software, using the “Pick Inflation” button: The resulting popup shows information accurate to the state
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GoldenCare Newsletter | December 18, 2017
In this GoldenCare Newsletter Edition From GoldenCare: Join us for complimentary product and sales training and receive a Continuing Education Voucher for each unique event! Voucher does not apply in KY. SPECIAL: We are honored to bring you one of the most influential and respected people in long-term care for this year’s Industry Updates 2017 Grand Finale, Steve Moses, President of the Center for Long-Term Care Reform! This is a must-see presentation that will not repeat! Reserve your seats for this special event now, Click Here. Our Guest Articles in this edition are “The cost of caregiving: ‘A sacrifice for our
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New LTCi Partnership Disclosure for Maryland
The Maryland Insurance Administration recently issued a bulletin requiring LTCi producers to advise potential purchasers of long-term care insurance about the availability and benefits of a Qualified State Long-Term Care Insurance Partnership (“Partnership”) policy. The law also requires producers to provide a disclosure statement about the Partnership to each applicant for long-term care insurance. This disclosure has been added to the LTCi Maryland application packet, the e-app and sales professional access (SPA) and should be utilized for new partnership LTC sales. To learn more about LTC Partnership Programs, click here. New LTCi Partnership Disclosure for Maryland #goldencareagent #mutualofomaha
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DI Success Tips-Common Medical Conditions
When your client has a medical condition, it does not necessarily mean they won’t be considered for Disability Income Insurance. Here are some common medical conditions that can still be covered. Hypertension — this is something you may encounter often. Your client may be issued coverage if they have condition well controlled and are diligent about medical follow-ups. Diabetes — this will require a medical records review. If your client is well-controlled with an A1c of 7.0 or less, on one oral medication, does not have high blood pressure and is at a healthy weight, they should be issued coverage.
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Rate Adjustments Effective March 1, 2018 – ND
Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha and we intend to remain a key player in this market for years to come. In order to fulfill this commitment, we actively monitor emerging industry trends as well as our own experience so we can make the adjustments necessary that will allow us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective March 1, 2018: Block of Business Impacted States LTC06UI North Dakota For a complete rate history, see the
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Holiday Telephone Solicitation Bans for the Month of January 2018
Please be aware of the following holiday telephone solicitation ban for the month of January. On Monday, January 1, 2018: Alabama, Louisiana, Mississippi, Rhode Island and Utah prohibit unsolicited marketing calls to residents in observance of New Year’s holiday On Tuesday, January 2, 2018: Louisiana prohibits unsolicited marketing calls to residents in observance of an additional Governor-declared holiday for New Year’s holiday On Monday, January 8, 2018: Louisiana prohibits unsolicited marketing calls to residents in observance of the Battle of New Orleans On Monday, January 15, 2018: Alabama, Louisiana, Mississippi, Rhode Island and Utah prohibit unsolicited marketing calls to residents
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Living Promise iPipeline e-Application Update
On December 16, 2017 we updated our Living Promise (Final Expense) iPipeline e-Application by improving and consolidating screens and adding additional features – all while providing you with a smooth transition process. What’s New Updated Screens Screen Consolidation — fewer screens to click through to complete the e-App Address Prefill — when a user begins typing an address the system identifies it and displays a drop-down list of addresses to choose from Finger Signing on Touch Screen Devices — the user has the option to e-sign the Living Promise e-App using the finger sign option on a touchscreen device Combination
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Reminder: End-of-Year Pay Schedule
Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, and United World) will be closed on the following days: Monday, December 25, 2017 for the Christmas Holiday Monday, January 1, 2018 for the New Year’s Day Holiday The past pay cutoff in 2017 is December 26 for Life and December 22 for Health. This is the last pay cycle to be paid in 2017. Holiday Date Holiday Observed Life Cutoff (New issues & renewals) Check Distribution Date EFT Available Christmas Monday 12/25/2017 Tuesday 12/26/2017 Thursday 12/28/2017 Friday 12/29/2017 New Year’s Day Monday 01/01/2018 Tuesday 01/02/2018 Thursday
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Omaha: Mobile Quotes Updates
In order to provide you with the best quoting experience, we continue to improve and upgrade the features of our Quotes for Sales Professionals mobile quoting app. Unfortunately, if you are running an old version of the mobile app, you may be missing out on some of our great new functionality. In January 2018, the following versions of the mobile app will no longer be supported: 0.0.5 0.0.6 1.0.5 1.23 1.2.25 1.2.39 1.3.40 1.3.58 1.3.70 1.3.97 1.3.107 2.0.11 2.0.24 2.0.35 2.0.48 2.0.53 2.0.57 2.0.66 2.0.76 The mobile app will only be compatible with the following operating systems: iPhone® – 9.0
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