Quote LTC with WinFlex Web

NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes.   Beginning January 1, 2024, MutualCare Solutions Desktop software will no longer be available to quote our long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote our products, we encourage you to transition to the WinFlex Web platform as soon as possible. WinFlex Web is free to run quotes and on
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

California Approves Living Promise Underwriting Enhancement

The state of California has approved a new underwriting enhancement for our Living Promise whole life insurance product. Effective December 6th, 2023, the following improvement have been implemented: We’ve lowered the age for diabetes for the Graded Benefit Plan to 45. For Transition Rules regarding applications: Electronic and paper applications using the old form must be signed no later than December 20th, and received at the home office by December 31st to be accepted. Electronic and paper applications signed on or after January 1st, 2024, must use the new application form If you have any questions, please contact Mutual of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Updates to the Book of Business Tool

The Book of Business download has been enhanced, on Sales Professional Access (SPA) to include a complete list of the inforce Mutual of Omaha policies you have sold now including Prescription Drug Plans and Mutual Income Solutions, effective December 13, 2023. This enhancement will make it even easier to figure out what types of policies your clients may have and prepare to answer any questions. To learn more about the Book of Business feature, review the Book of Business Instructional Flyer.   Updates to the Book of Business Tool   #goldencareagent #mutualofomaha
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

1099 Forms Available on SPA

Get your 1099s Faster!! As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

GoldenCare Newsletter | December 4, 2024

  Read Full GoldenCare Newsletter,  December 4, 2023 Edition In this GoldenCare Newsletter Edition GoldenCare Rewards Relaunch Event Thurs, Dec 14, 2023 2:00 PM  to  2:30 PM CST • “Got Groups?,” Tues, Dec 12, 2023 3:00 p.m. CST • “Wellabe Product,” Wed, Dec 13, 2023 10:00 a.m. CST • “Plan Choices & Design,” Wed, Dec 13, 2023 2:00 p.m. CST • “True Freedom Product,” Thurs, Dec 14, 2023 3:00 p.m. CST • “Start the Conversation,” Fri, Dec 15, 2023 9:00 a.m. CST • “Super Sticky Solutions!,” Mon, Dec 18, 2023 11:00 a.m. CST Guest Article: “Americans are tapping retirement nest
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Categories: GoldenCare News, Guarantee Trust Life, Industry News, Long-Term Care, Manhattan Life, Medicare Supp./Adv., Mutual of Omaha (& Affiliates), OmniFlex, Short-Term Care, and Thrivent.

Thank You For A Successful Long-Term Care Awareness Month!

Long-Term Care Awareness Month has come to an end but it’s important to keep the planning discussion going with your clients. Long-term care insurance is a critically important product and service Mutual of Omaha provides. When you help customers obtain and use long-term care insurance, you’re selling more than just a product – you’re making a difference. Continue to have the right conversations and thanks again for making LTCi a priority for your clients.   Thank You For A Successful Long-Term Care Awareness Month!   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Understanding Your Target Audience Add value to your consumer relationships by educating, guiding, and affirming their Medicare solutions choices.   e-Application Reminders to Prevent Processing Delays Easily prevent delays in the processing of your submitted e-Applications.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Don’t Forget Mutual of Omaha’s Contact Card Not sure who to contact, at Mutual of Omaha, with your questions? Check out our comprehensive contact card!   Value Added Extras: Aloe Care Health Give your Medicare supplement clients extras they are looking for with Aloe Care Health.   Dental: Tools and
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

New Inflation Protection Sales Idea Flyer

As the costs for care services continues to rise, there has never been a better time to take advantage of a Long-Term Care Insurance policy from Mutual of Omaha. Our distinctiveness among long-term care insurance competitors is our unparalleled flexibility and affordability within our MutualCare Custom Solution product. Take a look at the options available to clients in the new Inflation Protection sales idea flyer. Help clients reach their budget goals while still obtaining meaningful coverage by providing them more affordable and personalized long-term care insurance solutions.   New Inflation Protection Sales Idea Flyer   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Wrapping Up the 2023 Advanced Markets Webinars

As we approach the end of the year, we also approach the final Mutual of Omaha Advanced Markets webinar of 2023, 2024 Tax Updates. Join the Advanced Markets team on Wednesday, December 13 for an overview of important tax and legislative changes that may impact your clients in the upcoming year. 2024 Tax Updates December 13, 2023 | 10:00am Central
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Recording: Long-Term Care Awareness Month National Webinar

Thank you to those who took time out of your busy schedules to attend the Long-Term Care National Webinar on 11/7/23. During the webinar we discussed the importance of having long term care planning conversations with clients, why Mutual of Omaha can be a great carrier partner for you and reviewed marketing materials designed to help you through every step of the sales process. If you didn’t get a chance to attend or want to review the recording it can be accessed by following the LTC National Webinar link. As we stay future focused with Long-Term Care Awareness Month, we
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).