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Direct Deposit Update Process Change

March 30, 2021 | by V | Comments Off on Direct Deposit Update Process Change

Your security is important to us, so we are changing the way agents can update direct deposit information. Mutual of Omaha will no longer be taking change of bank/financial institution information over the phone. If you need to change your bank information for direct deposit in the future we will require this to be done on Sales Professional Access (SPA). For added security we recommend you setup a compensation pin on Sales Professional Access. When you log into SPA both the PIN addition and direct deposit update can be found under their “person” icon in the top right corner. If
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Agent Service, agent support, bank information, Customer Service, direct deposit, EFT, electronic funds transfer, insurance, mutual of omaha, omaha, online, online account, premium, premium payment, United of Omaha, and United World.

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      • GC Team Directory
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      • Upcoming Webinars
      • Pre-Recorded Training
      • Fast Facts
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      • Mutual of Omaha
      • Other LTCi Carriers
    • Get Supplies
      • Download Software
      • Download Apps/Forms
      • Online Order Form
      • Printable Order Form
      • LTCi Underwriting Guides
    • Current Sales Promotion
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    • CSG Actuarial
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