Effective October 11, 2023, the following enhancements have been made to all client signatures on our electronic application: Text message signature process is available There is less scrolling and no required pop-ups The number of clients has been reduced throughout the signature process The products available for this application process include IUL Express, Term Life Express, Living Promise Whole Life and Children’s Whole Life. Check out our job aid flyer and training video for more information. We’ve also added the text message delivery method for client signatures to our Guaranteed ADvantage Accidental Death and our Fully Underwritten Life applications. If
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The Living Promise Record Keeper now has a fresh new look. This workbook is intended for your clients to use to keep all their important contact information, documentation and end of life decisions in one place. It’s a great piece to provide your Living Promise clients with so they can get their affairs in order for their loved ones. The booklet can also be customized with your contact information on the back page. To order with your information on the back cover contact Mutual of Omaha’s Sales Support at 1-800-693-6083.   Revamped: Living Promise Record Keeper   #goldencareagent #mutualofomaha
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Due to a variety of reasons, there are times when we are unable to successfully draft initial premiums. To limit potential impacts and fees that may occur for clients, we will now limit the number of premium draft attempts to three for our simplified issue products to place coverage in force. If we are unsuccessful in drafting the initial premium after three attempts, the policy will be canceled. The proposed insured may reapply for coverage with updated bank information or once any challenges with their account have been resolved. We want to continue to be a good partner and are
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Our Simplified Issue insurance products are exactly that – simple. They offer simplified underwriting and application processes, which means policies are issued faster, and you get paid sooner. With any of the products in our Simplified Issue product portfolio your clients won’t need to worry about blood draws, urine testing or paramed exams and you can easily submit applications online. Download the updated Simplified Issue product portfolio and find even more information on mutualofomaha.com/simple. No need to log in, just click and go!   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083
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