Life and Annuity Policies Are Now Emailed

In August, Mutual of Omaha began sending emails with links to PDF copies of all Life and Annuity policies.

Please note, policies will continue being mailed via the standard paper policy output process in addition to the new email process.

Here’s How It Works

  • An email is sent within 24 hours of policy issue
  • The email is sent to the client, the writing agent, the top-level marketer and any authorized user designated by the writing agent or top level marketer with full access in Sales Professional Access (SPA)
  • The email will contain a link to our Secure Message Portal system, allowing you access to view a PDF of the policy
  • Delivery requirements and delivery receipts can be printed and wet signed or electronically signed using on our approved vendors
    • How to submit delivery requirements:
      • Email (recommended): the requirements to
      • Mail: Use the envelope provided in the paper policy to mail the requirements to Mutual of Omaha

Helpful Resources

Guide to Viewing the Policy PDF.

Setting up an Authorized User on Sales Professional Access

Paper Application Submission via Email (includes additional requirements)
If you have any questions, please contact your Sales Director or Account Executive.

Life and Annuity Policies Are Now Emailed