From the Desk of Michael Prothe The 2nd quarter is off to a great start and we want to thank you for business submitted in 2021! Please remember that all case management for the Mutual Income Solutions DI is accessed through the “live dashboard” link at www.mutualincomesolutions.com New product, underwriting and dashboard guides are available using the links below. Product Guide Underwriting Guide Dashboard Guide Remember, May is DIAM — Disability Insurance Awareness Month. The marketing team has created great content for producers and consumers, so start planning now. Michael Prothe Sales Director DI Brokerage Sales (800) 693-6083 Contact
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May is Disability Insurance Awareness Month
May is Disability Insurance Awareness Month Disability Insurance Awareness Month presents a great opportunity to start the conversation with your clients about the importance of a Disability Income product. Mutual of Omaha’s product, Mutual Income Solutions℠ can help your clients protect their lifestyle, their family and their personal savings with income protection. Watch for emails throughout the month of May filled with product information, training opportunities and marketing solutions to get you in front of your clients. #goldencareagent #mutualofomaha #disability
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Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
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Mutual Income Solutions (DI) Dashboard Update
From the Desk of Michael Sladek On Friday, May 7th, we noticed a system issue with the Mutual Income Solutions dashboard. We have been working diligently to resolve the issue however, as of today, the issue has not been resolved. What you need to know You can quote, submit, and view your cases on the dashboard as normal but your upline will not be able to view these cases. Important: The functionality of the Mutual Income Solutions e-application, quoting tool, and e-signature process is NOT impacted by this dashboard issue. Please continue to submit your business as you normally would.
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Make Life Easier with Mobile Quotes
Mutual of Omaha’s “Quotes for Sales Professionals” mobile app makes your life easier by allowing you to quote on the go. The following products are available for mobile quoting: Life Products Indexed Universal Life Express (IULE) Living Promise Whole Life (Final Expense) Term Life Express (TLE) Term Life Answers (TLA) Guaranteed Universal Life Express (GULE) Children’s Whole Life (CWL) Health Products Guaranteed ADvantage (AD) Critical Advantage Individual Dental Medicare Supplement Long Term Care Priority Income Protection No more rates sheets and manual calculators. This tool allows you to enter your client’s information and get an instant quote right on your
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Accident Insurance, Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Upcoming WinFlex Desktop Illustration Software Discontinuation
Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
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Save Time with the DI Tele-Application!
The DI tele-app facilitates a faster application process, you don’t have to ask medical questions, and reduces the need for call-backs to your customers by allowing our trained nurses to gather your clients’ medical information. Advantages of the DI Tele-app Simplifies the sales process for both the agent and the client Don’t have to ask awkward medical questions Quicker issue time Fewer attending physician statements Client answers medical questions only once by a trained nurse regarding activities, health habits, occupation(s), and medical history Materials Available Next Steps brochure If you have any questions, please contact Mutual of Omaha’s Sales Support
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Disability Income Insurance Sales Update
There will be upcoming changes to certain Mutual of Omaha’s Disability Income products in December that will affect Massachusetts and Wyoming only. Due to state regulation changes we are suspending Disability Income Insurance sales in MA and WY. Any applications from these DI products signed after the dates shown below will not be accepted. Impacted DI applications in MA and WY must be processed by December 31, 2019. STATE PRODUCT NAME POLICY NUMBER EFFECTIVE DATE MA DI Choice DI Choice at Work D81, D82, D83, 150BE D81M, D82M 12.2.19 WY DI Choice DI Choice at Work D81, D82, D83, 150BE
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