Many clients understand the concept of life insurance and saving for retirement. Some may understand the importance of income protection. But how many understand the impact an illness can have on their financial situation and lifestyle? You can help clients see the bigger picture. When discussing their financial strategy, be sure to talk about Critical Illness, Cancer, and Heart Attack & Stroke Insurance. This conversation is key to providing your clients with comprehensive coverage and protection. Critical Advantage as Part of a Financial Strategy The need is clear. Almost everyone knows someone who has been diagnosed with one of the
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Effective Friday, April 15, The Cash Value Rider will be discontinued on the Critical Advantage Portfolio in the state of Texas. Effective Date April 15, 2022 Impacted States Texas Transition Rules Critical Advantage applications in Texas with a Cash Value Rider must be signed by the customer on or before April 14, 2022 and received in the home office no later than April 19, 2022. Any applications signed after April 14, 2022 (regardless of date received) or applications received after April 19, 2022 (regardless of signed date) will not be accepted. We will not make any exceptions to these dates.
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Everyone knows someone who has been diagnosed with cancer or suffered a heart attack, stroke or some other critical illness. That’s what makes the products in Mutual of Omaha’s Critical Advantage Portfolio such a perfect fit – they’re easy for you to sell because it’s easy to understand the need. Here are five reasons to add Critical Illness Insurance, Cancer Insurance Heart Attack/Stroke Insurance to the products you already offer: An Experienced Partner You can be confident knowing you’re offering your clients products from a well-known, trusted brand. A long history of protecting customers’ financial futures with high-quality insurance products
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Sue is a married 52-year-old female with a family history of breast cancer. During a recent appointment, Sue told her agent that she was concerned about the possibility of increased deductibles and out-of-pocket expenses with her group coverage. The agent quickly determined that cancer insurance would be a great addition to Sue’s portfolio. A Mutual of Omaha Cancer Insurance policy can be issued quickly, providing your clients reliable coverage. See how the agent created a solution to fit Sue’s need. Read More: Real Wins: Cancer Insurance Can Supplement Your Clients’ Health Coverage   If you have any questions, please contact
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For many of us, the weather is changing and the Spring sun is finally shining its light! It’s the perfect time to perform a spring review and clean up on your clients’ financial strategies. Start by identifying clients who could use some additional protection in their current strategy. Think Life clients without Critical Illness or Cancer policies. Use our many pre-approved Critical Advantage Portfolio marketing pieces to help you start that conversation. Click here to review our available marketing materials.   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-email sales.support@mutualofomaha.com.  
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The Critical Advantage Portfolio brochure was developed to be simple and easy to understand for your clients. You know that with the diagnosis of a covered condition comes the reality of medical bills, time off for treatments, monies for living expenses, and for many, the cost of high deductibles. Mutual of Omaha’s Critical Advantage Portfolio helps your clients focus on their treatment, not their finances. Our portfolio brochure breaks down the basics of the three products within the Critical Advantage Portfolio so that it’s direct and easy to understand. Download the Critical Advantage Portfolio Brochure Use this piece during client
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