As we head into 2025, we’ve made updates to our long-term care tax guides, ensuring you’re well-equipped with the latest tax information. These updates include comprehensive revisions to the LTC Agent Guide, as well as the Tax Advantages for Business Owners and Tax Advantages for Individuals flyers. The updated guides are available for download via Forms and Materials or and Sales Professional Access (SPA). These updated resources will help you stay informed to help clients make well-informed decisions about long-term care planning in the new year. Take a look at the updated guides on SPA by clicking here. – Tax
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Reminder: Key Deadlines for Mutual Income Solutions
As we prepare for the discontinuation of disability income insurance sales effective January 18, 2025, please note the following important updates: Applications (both Paper Part A and Paper Part B applications) must be completed in full and submitted to the home office by January 17, 2025. This means you must submit both parts of the application before the deadline. Incomplete or delayed submissions will not be accepted after January 17, 2025. Pending business will continue to be processed as normal, and case status can be found at mutualincomesolutions.com or case monitoring on Sales Professional Access. The DI Bonus Program ends
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Reminder: Important Information Regarding Our Disability Income Product
After a comprehensive strategic review of our individual disability income product, Mutual Income Solutions, we have made the difficult decision to discontinue disability income insurance sales in all states effective January 18, 2025. Our review considered many factors including the continued evolution of the disability income insurance marketplace and lower than expected sales year-over-year. It is important we periodically evaluate our strategic opportunities and ensure alignment with our long-term growth strategy and that’s why decisions like this are never easy. As a Fortune 500 company with consistent A+ ratings, Mutual of Omaha remains committed to protecting our policyholders and investing
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Exciting Update: New Claims Management System for LTC Department
We are excited to share that, beginning November 18th, our Long-Term Care Claims Department will be implementing a new claims management system. This important change is designed to enhance our service for you and our policyholders. Benefits of In-House Claims Processing: Faster Processing Times: Managing claims internally will streamline our procedures, leading to quicker responses and resolutions. This means you can expect faster turnaround times when assisting your clients. Improved Customer Support: With direct oversight of claims handling, we can provide a more personalized experience for policyholders. This ensures they receive timely and compassionate support during critical moments. Consistent Quality:
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Important Information Regarding Our Disability Income Product
After a comprehensive strategic review of our individual disability income product, Mutual Income Solutions, we have made the difficult decision to discontinue disability income insurance sales in all states effective January 18, 2025. Our review considered many factors including the continued evolution of the disability income insurance marketplace and lower than expected sales year-over-year. It is important we periodically evaluate our strategic opportunities and ensure alignment with our long-term growth strategy and that’s why decisions like this are never easy. As a Fortune 500 company with consistent A+ ratings, Mutual of Omaha remains committed to protecting our policyholders and investing
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Put DI to Work with the Help of Social Media
Utilize the powerful tool of social media to help educate consumers on the benefits of disability income insurance. To help you spread the word to your attorney, dentist, optometrist and veterinarian connections, we’ve created a group of social posts that highlight how disability income insurance can provide income protection customized to their needs. Here’s what to do: Make sure you’re on LinkedIn — and your profile is up-to-date before you start posting Click here to review the post options and instructions Make sure to save the post images with a name and location you’ll remember Have your LinkedIn homepage open
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Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
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Sales Idea: Protect Your Clients’ Retirement Assets
The income provided by a career supports a family’s everyday living needs and their retirement savings. If one of your clients became sick or injured and was unable to work, would he or she have to dip into the family’s retirement savings to pay the bills? Use this sales idea to help your clients understand the role disability income insurance plays in protecting their retirement assets. Sales Idea: Protect Your Clients’ Retirement Assets Sales Idea: Protect Your Clients’ Retirement Assets #goldencareagent #mutualofomaha
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Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
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The Mutual Income Solutions Consumer Video
Disability Income Insurance can be difficult for clients to understand. Help your clients understand Mutual of Omaha’s income protection solution with our short, consumer-facing video. Click here or below to view the video. This video can be used before, during or after a client meeting. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. The Mutual Income Solutions Consumer Video #goldencareagent #mutualofomaha
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The Importance of DI for Self-Employed Clients
Self-employed individuals want to forge their own path. They have control over their schedule and who they want to work with. What they can’t control is when they might become sick or injured and are unable to work, denying them of their livelihood. Help self-employed clients understand how important disability income insurance is to their financial portfolio – after all their income is likely their most important asset. Use our Protecting Self-Employed Individuals Sales Idea to help you position Mutual Income Solutions to these clients. View the Sales Idea: Protecting Self-Employed Individuals. The Importance of DI for Self-Employed Clients
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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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