Looking to access your 1099 for tax purposes? Look no further than Sales Professional Access. Mutual of Omaha has made it seamless, quick, and secure for you to electronically access your 1099 document. An instruction document has been created to assist you in signing up to obtain your 1099 electronically. If you have any questions, please contact Mutual of Omaha’s Sales Support at 1-800-693-6083 or sales.support@mutualofomaha.com. Using SPA to Access Your 1099 #goldencareagent #mutualofomaha
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Quote LTC with WinFlex Web
NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes. Beginning January 1, 2024, MutualCare Solutions Desktop software will no longer be available to quote our long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote our products, we encourage you to transition to the WinFlex Web platform as soon as possible. WinFlex Web is free to run quotes and on
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1099 Forms Available on SPA
Get your 1099s Faster!! As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. 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
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1099 Forms Available on SPA
As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. 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
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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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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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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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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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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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