The Book of Business Download is Here!

May 8, 2023 | by | Comments Off on The Book of Business Download is Here!

As of April 27th, the new Book of Business download IS HERE!!! You’re busy each day meeting with clients and submitting business. The last thing you want to do is spend a lot of time figuring out what types of policies each of your clients have. Worry no more! Our new Book of Business download on Sales Professional Access (SPA) will provide what you have been wanting—a complete list of the in-force Mutual of Omaha policies* you have sold in one easy-to-sort file. To learn more about this new feature, review the Book of Business Instructional Flyer.   *Prescription Drug
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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).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Coming Soon: Book of Business

April 17, 2023 | by | Comments Off on Coming Soon: Book of Business

Coming soon!!! Get in-force policy information easier than ever. Soon, you will have access to a complete list of the in-force Mutual of Omaha policies* you have sold. The information will be available in one easy-to-sort, downloadable file. This is an option you have asked for and Mutual of Omaha is proud to deliver this exciting tool! You will receive an announcement when the Book of Business download is ready for use. Then, with a couple clicks of a button, you will have a list of all in-force policies you have sold. It will be that easy!!   *Prescription Drug
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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).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

1099 Form(s) Available on SPA

April 17, 2023 | by | Comments Off on 1099 Form(s) Available on SPA

Starting today, April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January. 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 able to view their 1099 without their Compensation PIN. For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed.
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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).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Attention Medicare Supplement Agents | Revised Application

April 16, 2021 | by | Comments Off on Attention Medicare Supplement Agents | Revised Application

Effective April 14, 2021 our new REVISED application must be used when submitting Medicare Supplement Business via paper application. If you are using the current paper application, it must be signed before April 14, 2021 to be accepted and submitted no later than April 21, 2021 to GTL’s underwriting department. The Medicare Supplement product is available on our E-Application platforms, the Agent Portal, Android, and Apple. This application update on the e-App will be available soon. You can access the new Medicare Supplement paper application by clicking the button below and placing an order on GTLink. Our Medicare Supplement product
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Medicare Supp./Adv., and Short-Term Care.
Tags: 1099, 1099 form, 1099 tax form, 1099s, agent portal, agent support, commissions, Customer Service, e-App, electronic application, GTL, Guarantee Trust Life, insurance, sales support, and text.

Digital 1099s are now on GTLink

March 4, 2021 | by | Comments Off on Digital 1099s are now on GTLink

In order to help serve you better, we have introduced an electronic version for available 2020 1099s for individual agents. If you’ve received a 2020 1099 from GTL and you are looking for a digital copy, it is simple to access! Please log into the e-App or Agent Portal. Click on the Access GTLink button on the home screen. Click on Commissions on the GTLink home screen or the top right navigation. In your Agent Summary section, you will see a link to your 2020 1099 as highlighted in the example below. Thank you for placing your trust in GTL!
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Medicare Supp./Adv., and Short-Term Care.
Tags: 1099, 1099 form, 1099 tax form, 1099s, agent portal, agent support, commissions, Customer Service, e-App, electronic application, GTL, Guarantee Trust Life, insurance, sales support, and text.