Who is the IUL Express Client?

People often ask us who this product is designed for or who the target market is. The truth is, the IUL Express product is versatile. It is flexible enough to work for a wide variety of your clients’ needs, but it’s one thing for us to say it and another thing for us to demonstrate it. So, we asked one of our sales directors to pull a random sampling of 10 cases all placed in one single day. Even we were surprised by the flexibility of the IUL Express product. Watch this short IUL Express video to see what we
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Simplified Issue Life: Weekly Time Service Update (6/7)

From the Desk of Marty Johnson Simplified Issue Life: Weekly Time Service Update Mutual of Omaha is pleased to announce our Simplified Issue Life Underwriting team has returned to normal time service levels! Thank you for your business, continued support, and patience as we worked to process your business. Our normal time service levels are listed below. Please note, business days do NOT include weekends. New business is reviewed within 1 business day from receipt Policies are issued on average 1-5 days after application review, depending on requirements needed Pending requirements are reviewed within 1-2 business days Post issue requests
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Why Mutual of Omaha for Long-Term Care? It’s the carrier your clients trust.

Mutual of Omaha … in 30 seconds We created our new producer-focused brand video, to share with your colleagues and associates, to show what makes Mutual of Omaha their carrier for life. Best of all, the entire video can be viewed in less time than it takes to get a cup of coffee. Not appointed with Mutual of Omaha?   Use our Contracting Made Easy or call us at 800-842-7799 to get appointed! Watch Video Producer Use Only. Not For Use With The General Public #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

IUL Express – A great fit for Simplified Issue Life Insurance

Do you have clients who are looking for a simplified issue permanent and affordable life insurance coverage? Indexed Universal Life Express can fit many situations where your client needs coverage to help protect their lifestyles and their family. Ideal clients are: Pre-retirees who are beginning to plan for final expenses Parents with young children at home to replace lost income Clients who have just purchased a new home Clients who need their coverage issued quickly People who want permanent coverage but done like getting their blood drawn Clients who have Term Life Express and are ready to convert their policy
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

LTC Transition Rules and Best Practices

From the Desk of Corri Campbell Last Tuesday, we sent a communication outlining the transition rules, implementation dates and benefit option changes to the MutualCare Solutions Portfolio for the states of Delaware, Florida, North Dakota and South Dakota. I wanted to personally follow up reiterating how important it is to take note of our transition rules as they were outlined: Old applications signed after May 31, 2021, will not be accepted. Old applications signed by May 31, 2021, but received by Mutual of Omaha after June 11, 2021, will not be accepted. In both scenarios, new applications will be required,
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Simplified Issue Life: Weekly Time Service Update (5/21)

From the Desk of Marty Johnson Simplified Issue Life: Weekly Time Service Update Thank you for your continued support and patience as we work diligently to return to normal time service levels. We continue to increase our staff and work overtime on nights and weekends to ensure your business is handled properly, and as quickly as possible. Our current time service levels are listed below. Please note, business days do NOT include weekends. Most of the new business reviews are being handled within 2 business days Policies are issued on average 1-5 days after application review, depending on requirements needed
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Introducing Mutual Insights

This week we are debuting our brand-new video podcast web series, Mutual Insights. These videos will serve as an opportunity to hear from key home office employees at Mutual of Omaha; and a new way to get to know the faces of the people you may be talking to over the phone every day. Throughout the video series, you’ll hear from experts in the field of Underwriting, Marketing, Distribution, Sales Professional Access & Technology, and many more. These videos will be available to re-watch later on mutualofomaha.com/simple. In our first episode, you’ll meet Mandi Keller. Mandi is a manager in
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Express Underwriting vs Simplified Underwriting

The Critical Advantage Portfolio offers benefits that are easy to see. We all know someone who has been diagnosed with cancer, had a heart attack, or suffered from a stroke. Mutual of Omaha can offer your clients a streamlined application process with easy knock-out questions and express or simplified underwriting. But what is the difference between express & simplified underwriting? Express Underwriting: Simple yes/no knock-out questions for face amounts of $50,000 and below. Simplified Underwriting: Simple yes/no knock-out questions with the addition of Medical Information Bureau and Pharmaceutical inquiry, and random telephone interviews for face amounts of $51,000-$100,000.   You
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

We’ve Made it Easier to Help Clients Preserve Their Estate

Selling an indexed universal life insurance product with a Long-Term Care Rider has never been easier. The Long-Term Care Rider can now be submitted using our iPipeline e-App system! When you submit an e-App, you won’t have to worry about missing a question or form — the system ensures you submit your application in good order. The Long-Term Care Rider is a great way to help clients preserve their estate. Many people work a lifetime to accumulate assets to pave the way for a comfortable retirement and to leave an inheritance for their children. Long-Term Care services, however, can quickly
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Simplified Issue Life: Weekly Time Service Update (5/14)

From the Desk of Marty Johnson Simplified Issue Life: Weekly Time Service Update Thank you for your continued support and patience as we work diligently to return to normal time service levels. We continue to increase our staff and work overtime on nights and weekends to ensure your business is handled properly, and as quickly as possible. Our current time service levels are listed below. Please note, business days do NOT include weekends. Most of the new business reviews are being handled within 3 business days Policies are issued on average 1-5 days after application review, depending on requirements needed
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).