As REQUIRED by federal regulation, all producers writing permanent life or annuity products must complete the Anti-Money Laundering (AML) training. Each producer that completed AML training prior to January 1, 2022 is required to complete AML renewal training by June 30, 2022. The renewal course titled “Anti-Money Laundering for Insurance Review – AML and Cryptocurrency” will automatically be assigned by LIMRA and takes approximately 30 minutes to complete. Mutual of Omaha has contracted LIMRA to provide anti-money laundering training at no cost to you. Once you’ve completed the course, LIMRA will automatically send Mutual of Omaha a notification. You will
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Enrollment Periods Explained Annual Enrollment Period, General Enrollment Period, Initial Enrollment Period, and Special Enrollment Period…what is the difference? Let us clear up the confusion. Learn about the different enrollment periods and how they apply to your clients’ situations. Dental: Dental Solutions for Your Clients Mutual of Omaha offers flexible Dental options that your clients will smile about. Prescription Drug Plans: PDP e-App Enrollment Guide is Available Use our PDP e-App Enrollment Guide to
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Good News | New: Text Message Scheduling For LTCi Telephone Interviews
New: Text Message Scheduling For LTCi Telephone Interviews Mutual of Omaha is pleased to announce that effective March 21, 2022, long-term care applicants will be able to conveniently schedule telephone interviews via text message. As long as a mobile number is provided on the initial application, the text message enhancement will occur concurrently with the standard email and telephone notification process. For details on the scheduling process, click below: Scheduling LTCi Telephone Interviews Via Text Message If you are not yet contracted, get started now. If you’re already appointed through GoldenCare, but are not yet taking advantage of all we
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You’re Invited! | Before Tax Season comes to a close…
Tax Time Can Be An Opportunity To Begin LTCi Discussions! Register now to reserve your space! Wed, Mar 23, 2022 10:00 AM to 10:45 AM CDT Questions or help registering? Call the GoldenCare Marketing Team at 800-842-7799! Don’t forget to subscribe to our News Digest for all the latest announcements from the Top Carriers! Check out GoldenCare News
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New Sales Idea: Help Clients Stay at Home
Some clients considering an LTCi policy believe the benefits would only cover services provided in care facilities. And since they don’t plan to go to a care facility, they may think they don’t need to purchase long-term care insurance. By walking through how LTCi provides in-home services, you can help clients feel more secure in their purchase of an LTCi policy … and, possibly help keep them in their home longer. Download the Sales Idea to learn more! If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. New Sales
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Underwriting Update: Scheduling LTCi Telephone Interviews Via Text Message
Mutual of Omaha is pleased to announce that effective March 21, 2022, long-term care applicants will be able to conveniently schedule telephone interviews via text message. As long as a mobile number is provided on the initial application, the text message enhancement will occur concurrently with the standard email and telephone notification process. New Telephone Interview Scheduling Process First Contact: Email sent in conjunction with text message directing applicant to schedule online Second Contact: Reminder text message sent Third and Fourth Contact: Phone call made to applicant, with online scheduling information left in voicemail Fifth Contact: Reminder text message sent
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Reminders for Adding Authorized Users on Sales Professional Access
Recently, Mutual of Omaha modernized the way producers and marketers securely access our network and applications by implementing a new platform called Okta. In addition to providing instruction on how to set up Okta, we also provided instruction on adding authorized users to your Sales Professional Access (SPA) account. Because Mutual of Omaha has seen an increase in authorized user requests, we wanted to communicate some reminders, as well as provide a time service estimate, for these requests. If you missed the instructions on how to add an authorized user, click here. Reminders: Once a request to add an authorized
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Flexibility for the Future with the Guaranteed Refund Option Rider
Life changes – and sometimes your client’s life insurance needs will change too. With a fully-underwritten IUL policy from United of Omaha, your clients receive the protection they need today and, through the Guaranteed Refund Option rider, they also have flexible options for the future. It’s an exit strategy that puts your clients in control. Review this Guaranteed Refund Option flyer to see how this solution can work for your clients. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Flexibility for the Future with the Guaranteed Refund
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Ramp Up Your IUL Express Sales
Promote Indexed Universal Life Express (IUL Express) to your prospective clients with this mailer. It explains how IUL EXpress offers protection that lasts in addition to these other product features: Potential to accumulate a cash value, which can help extend the policy’s death benefit or allow you to reduce – or even stop – future premium payments Comes with living benefit riders that allow you to access a portion of the death benefit while you are still alive if you become terminally, chronically or critically ill No health exams required (no samples to provide or needles to endure) Order today
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Updated Partnership Overview Guide
The LTC Partnership Overview Guide has been updated and is now available on SPA. Following is a summary of the changes that were made to the LTC Training Guide. The long-term care training requirements for all states were updated to reflect consistent requirement language throughout the guide. The following section was added for all states for ease of use and to allow users to quickly locate training requirements in the same place Initial Training Requirement Non-Resident Training Requirement Refresher Training Requirement Reciprocity Training Requirement Please discontinue use of the old version and download the new brochure now. If you
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