The updated MutualCare® Solutions Product and Underwriting Guide (172559) is now available to navigate you through the field underwriting process. We want to help you manage your client’s expectations and your interaction to be a positive one.
We have highlighted some of the changes below:
Underwriting Guidelines:
- Page 25 – Stroke / PVD was added as an uninsurable combination
- Page 42 – Added Power of Attorney to Medical Impairments
Completing the Application:
- Page 51 – Step 11: Producer Statement/Conditional Premium Receipt updated to reflect the abaility now to support a maximum of “three” producers completing this section
- Page 52 – Provided additional clarification under Preparing Your Client for the Personal Health Interview regarding what your client can expect when setting up an interview
*NEW Premium Processing section added:
- Pages 58-60 – Premium Processing section has been added to walk you through our initial and recurring premium options and submission process
How to Order
The MutualCare® Solutions Product & Underwriting Guide can be viewed on Sales Professional Access in the Forms and Materials section, or order through your normal ordering channels.
If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.
MutualCare® Solutions Product and Underwriting Guide Revised
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