Important Reminders for Life Application Illustration Requirements

Many of our life insurance products require illustrations with the application for insurance. Underwriting and New Business want to reduce confusion and provide clarity on what is required for revised illustrations. When a Life product requires an illustration, the illustration must match how the policy is issued. When changes are made after the application is submitted, a newly signed illustration marked as revised is required to meet compliance standards. This can be accomplished one of two ways: Any time you create an illustration after the application has been submitted, make sure the “Revised” indicator on the policy options tab is
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Quote on the Go with the Quotes for Sales Professionals App

Mutual of Omaha’s “Quotes for Sales Professionals” free mobile quoting app makes your life easier by allowing you to quote our products on the go. 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 mobile devices ( Android, iPhone, iPad, etc.). Simply search Mutual of Omaha in the App Store or in Google Play, download “Quotes for Sales Professionals” and you’re ready to start quoting! Mobile Quotes Tips You have the ability to save your preferences within the app – making it even faster for
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).