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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Okta Added to the DI Signature Process
Mutual of Omaha is committed to keeping your customers’ information safe. We have incorporated Okta security into the Mutual Income Solutions electronic signature process for new clients. As a producer you will still follow the same application process, but your clients will have an additional layer of security. We have updated our Mutual Income Solutions Quote, e-App and Dashboard Guide for producers as well as the Secure Messaging Portal Help document for your clients. Both of these helpful guides are available in Forms and Materials on Sales Professional Access and MutualIncomeSolutions.com. If you have any questions, please contact Sales
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Get to Know the Mutual Income Solutions Optional Benefits
Mutual of Omaha’s Mutual Income Solutions product is built to fit the needs of all your clients. Through the product’s option benefits available, you can customize the product to build a solution as unique as your client. Review the optional benefits in this two-part sales training video series: Mutual Income Solutions Optional Riders – Part 1: Mutual Income Solutions Optional Riders – Part 2: More information can be found on mutualincomesolutions.com. Get to Know the Mutual Income Solutions Optional Benefits #goldencareagent #mutualofomaha #disability
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The Buzz is Building – 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 build the buzz this May, check out MutualIncomeSolutions.com: This is your one-stop-shop when it comes to getting to know our income protection solution, Mutual Income Solutions. Here you’ll get access to a multitude of resources, including: E-App and Live Dashboard Training Videos Sales Ideas Consumer Material How will you build the buzz this May? We can’t wait to see.
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May is Disability Insurance Awareness Month: The Buzz is Building
Disability Insurance Awareness Month presents a great opportunity for you to speak with clients about income protection. 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. DI by the Numbers A group of working Americans was asked how long they could be out of work before financial difficulties set in:* 63% had savings to last 6 months 14% said financial problems would start immediately *Source: https://lifehappens.org/disability-insurance-101/why-is-disability-insurance-important/ Now is the time to put DI in focus by starting the income
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Increase Your Mutual Income Solutions Placement Rate
There are many factors that go into evaluating an application for a Mutual Income Solutions policy. Your client’s medical history, their health status, their current occupation and income are all taken into account. We want you to be equipped with the knowledge on whether or not to submit an application. Use the Mutual Income Solutions: Increase Your Placement Rate flyer to review some the causes for our most common automatic declines. Increase Your Mutual Income Solutions Placement Rate #goldencareagent #mutualofomaha #disability
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