Summer is finally here, and so is our latest webinar series! We are excited to kick off a four-part series designed to increase your knowledge on Mutual of Omaha’s Mutual Income Solutions℠ disability insurance product and heat up your summer sales. The webinar topics might be new to some and a good refresher for others. View the full schedule below: Session 1: Product Overview Speaker: Michael Prothe, Disability Income – Brokerage Sales Director Date: Tuesday, June 14 Time: 1-2 p.m. CST This webinar is over. Click Here for an Overview Sheet → Session 2: Underwriting Best Practices Speaker: Colette
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Now Available in California: Mutual Income Solutions
Hey California! Mutual Income Solutions is finally here! Our newest disability income insurance product is well-positioned to help agents meet all their clients’ income protection needs, especially those in the affluent market. Now that Mutual Income Solutions is available in California, I encourage you to review the resources below. View the the training video below: View the Mutual Income Solutions Product Guide for more details. View the State Special Matrix to see the California specifics. How Mutual Income Solutions Stands Out Here are just two of the many ways the difference is obvious with Mutual Income Solutions: Monthly benefit amounts
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Consumer Materials to continue momentum from DIAM
DIAM – Disability Insurance Awareness Month has come to an end, however, the momentum achieved utilizing the resources created by the Mutual of Omaha marketing team has been great. Consumer Materials Needs Outline Consumer Product Brochure Consumer Highlight Sheet Consumer Postcard Newspaper Ad See Additional Materials The incentive contest continues to create business from many first time producers and some advisors have submitted 5 or more applications already, well done! The details of the producer incentive are below. View Contest Details Don’t forget to join our Facebook group to stay current with all the resources available to you from
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Another New Sales Idea for DIAM
SALES IDEA: Creating a Cross-sell with Life Insurance If a client is only planning for when they’re no longer here, they’re leaving themselves and their family unprepared for the present. Life insurance is a large piece of a client’s income protection strategy – but it’s not the only piece. If your client were to become sick or injured and was unable to work, it’s likely their life insurance policy would provide little to no help in securing their financial stability. A disability income protection policy can work alongside life insurance to provide financial protection clients can use today. Learn more
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Coming Soon to California: Mutual Income Solutions
Coming Soon to California: Mutual Income Solutions Agents selling in California will soon be able to help protect their clients’ income in ways they never could before with our new disability income insurance product – Mutual Income Solutions℠. Watch Video The Need for Disability Income Insurance Clients rely on their incomes to meet their financial needs. A disability income insurance policy helps replace a portion of their incomes if they’re sick or injured and unable to work. It’s financial protection that helps them focus more on their recovery and less on how they’ll cover expenses. View the Consumer Brochure
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Fresh Sales Idea for DIAM
Disability Insurance Awareness Month is the perfect time to show clients how disability income insurance coverage can help protect their lifestyles. To help refresh and drive conversations, we’re giving you a new sales idea for DIAM: Putting the ROP Benefit to Work: Put clients at ease about purchasing disability income insurance by demonstrating ways they can put the returned premium to work. View the sales idea and make the most out of Disability Insurance Awareness Month! Fresh Sales Idea for DIAM #goldencareagent #mutualofomaha #disability #diam
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DI in Focus: May is Disability Insurance Awareness Month
Disability Insurance Awareness Month presents a great opportunity for you to speak with clients about our solutions. With Mutual of Omaha’s more than 100 years’ experience providing income protection solutions, we’re confident we have a customizable solution to fit both your needs and your clients’ needs. Focus on Figures: DI by the Numbers A 2021 LIMRA Barometer Study of working Americans* reported that, if they were unable to provide income through their work: 63% couldn’t make it six months before financial difficulties would set in 14% said financial problems would start immediately 37% are “somewhat” or “very” concerned about the
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Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
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Put DI in Focus this May – Disability Insurance Awareness Month
May is Disability Insurance Awareness Month, and an excellent opportunity to have the income protection discussion with clients. Disability income insurance is a valuable form of income protection should a client become injured or unable to work. To help you put DI in focus this May, we’ve gathered some valuable resources for you to share and start the discussion: DIAM Resource Flyer: Use this flyer to view our newest content, including even more ideas to help clients bring DI into focus. MutualIncomeSolutions.com: This is your one-stop-shop when it comes to getting to know our newest income protection solution, Mutual Income
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MutualIncomeSolutions.com – Now Even Easier to Use
Great News – we’ve made mutualincomesolutions.com even easier to use! That’s right, we’ve made your one-stop-shop for everything Mutual Income Solutions even easier to navigate and find what you need. You’ll now find the access link for the e-App, Dashboard and Sandbox at the top of the page. No more scrolling through all the content to access the tools you need to complete your quotes and sales! Check it out here: www.mutualincomesolutions.com MutualIncomeSolutions.com – Now Even Easier to Use #goldencareagent #mutualofomaha #disability
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Sales Idea: Supplementing Employee Benefit Plans
Workers who are fortunate to have a competitive benefits package from their employers might not know what kind of coverage they have. Do your clients know if disability income insurance is part of their plan at work? Or if they have disability income insurance, do they understand their group coverage? Help your clients understand the disability income insurance benefits they receive from their employers, and if necessary, recommend additional coverage to supplement their employee benefits. View the Supplementing Employee Benefit Plans Sales Idea Video for more information on this concept! Sales Idea: Supplementing Employee Benefit Plans #goldencareagent #mutualofomaha
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