Mutual of Omaha Advanced Markets Minute

Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

The Need for Home Health Care and Hospice Care – Thomas’s Story

Real People. Real Stories. Thomas’s Story The Need for Home Health and Hospice Care The best way to understand how long-term care insurance can benefit your clients is through stories from our policyholders. Here’s how having a policy made a real difference for Thomas and his daughter, Sara. Thomas’s Story – View the Flyer   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.   The Need for Home Health Care and Hospice Care   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Critical Advantage Portfolio Brochure – Made Simple for Clients

The Critical Advantage Portfolio brochure was developed to be simple and easy to understand for your clients. You know that with the diagnosis of a covered condition comes the reality of medical bills, time off for treatments, monies for living expenses, and for many, the cost of high deductibles. Mutual of Omaha’s Critical Advantage Portfolio helps your clients focus on their treatment, not their finances. Our portfolio brochure breaks down the basics of the three products within the Critical Advantage Portfolio so that it’s direct and easy to understand. Download the Critical Advantage Portfolio Brochure Use this piece during client
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Waiting a Few Years on Life Insurance May Add Up

Often, when meeting with clients to discuss life insurance solutions, they want to “think about it” before making their decision. But what they don’t realize is that this delay may impact the amount of income they can take from his policy in the future. Waiting even just a few years could change the income potential by thousands of dollars a year. Review this Income Advantage IUL Sales Idea to see a case study that shows what your clients might be giving up, just by waiting. If you have questions, please reach out to a member of your Brokerage Life Sales
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Inforce Long-Term Care Insurance Rate Adjustments Effective May 1, 2022

Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective May 1, 2022: Impacted Policy Forms Impacted States LTC04I Michigan, Nebraska LTC04G Michigan LTC04I7 Michigan, Nebraska LTC09M Michigan, Nebraska LTC06UI Michigan, Nebraska LTC09U Michigan, Nebraska LT50, NH50, HCA, NHA & LTA Alabama, South Carolina and Utah   For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Good News | Omaha’s 2021 Contributions to Strengthen & Support Community

Mutual of Omaha Foundation 2021 Community Investment Numbers Mutual of Omaha is proud to announce their 2021 Community Investment Numbers. Last year, Mutual of Omaha Foundation granted more than $5 million to 120 local nonprofit organizations. Operating with a mission to break the cycle of poverty and invest in projects that strengthen the Omaha metropolitan area, the organization provided grants that focused on basic needs, adult self-sufficiency and youth development. Click the link below to read more: Mutual of Omaha Foundation 2021 Community Investment Numbers If you are not yet contracted, get started now. If you’re already appointed through GoldenCare,
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Categories: GoldenCare News, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Foundation 2021 Community Investment Numbers

Mutual of Omaha Foundation 2021 Community Investment Numbers February 21, 2022 (OMAHA, Neb.) — Last year, the Mutual of Omaha Foundation granted more than $5 million to 120 local nonprofit organizations. Operating with a mission to break the cycle of poverty and invest in projects that strengthen the Omaha metropolitan area, the organization provided grants that focused on basic needs, adult self-sufficiency and youth development. “This past year, our refugee grantees experienced heightened needs,” said Gail Graeve, executive director of the Mutual of Omaha Foundation. “While navigating the on-going pandemic, our community experienced an unexpected surge in refugees. Supporting their
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

GoldenCare Newsletter | February 22, 2022

Read Full GoldenCare Newsletter, February 22, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: How To Increase Sales: CareOptions, Association/Employer and Everyday Life   Tues, Feb 22, 2022 10:00 AM  to  10:30 AM CST NGL EssentialLTC – LTCi for Almost Any Business   Thurs, Feb 24, 2022 11:00 AM  to  11:45 AM CST Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training.  Stay up-to-date on the latest products and sales strategies.   We’re making it easier than ever to get a hold of us and have your favorite tools available at
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Categories: GoldenCare News, Guarantee Trust Life, Industry News, Long-Term Care, Medicare Supp./Adv., Mutual of Omaha (& Affiliates), National Guardian Life, and OneAmerica.

Real World Wins: Cancer Insurance

62-year-old Rodger has worked as a forklift operator for 37 years. His family is concerned at the thought of how they would cover expenses if Rodger were to be diagnosed with cancer, since they do not have a large savings and his family relies on his income. Thankfully an insurance agent helped to convince Rodger of the advantages of Mutual of Omaha’s Cancer Insurance: Backed by a strong company with excellent customer service Provides benefits to cover expenses related to a cancer diagnosis Competitively priced to fit most budgets Roger decided that Mutual of Omaha’s Cancer Insurance was the right
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Updates to the Mutual Income Solutions Dashboard

Exciting updates to the Mutual Income Solutions Dashboard make the tool even easier for you to use and navigate. Here are a few of the newest updates: You can now access the Underwriting Guide in both the e-App tool and the Quote tool. Both tools contain quick-access links to the Underwriting Guide so you can access and reference the guide at any point in the process. Previously the Dashboard did not allow sorting columns by the Producer Name column. This functionality has been added and the dashboard now supports sorting this column just like all the other columns in the
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).