MIS Dashboard: New Payer Flow Functionality

Mutual of Omaha has added an additional payer flow for Mutual Income Solutions applicants. Applicants now have the option to provide their payment information at the time of policy acceptance as well as at the time of application. After completing Parts A and deciding to complete Part B now or send to the client, you’ll have the option to select whether you’ll complete the payment information now (during the application) or complete at policy acceptance. If you select ‘Complete Now’, the payor screen will appear in the producer e-App and the flow will match what you’re used to seeing. If
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Now Available: Secure Message Portal Flyer for Consumers

The Secure Message Portal is a tool used by Mutual Income Solutions policyholders to complete their application and view important messages from Mutual of Omaha. The Secure Message Portal Flyer has been created to help you and policyholders navigate first-time access to the Secure Message Portal. It provides step-by-step instructions for accessing the portal, signing in and completing any required tasks. View the Flyer Here Use this flyer one-on-one with clients or provide to them for additional assistance. You can access the flyer through your normal ordering channels.   Now Available: Secure Message Portal Flyer for Consumers   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Supplement Employee Benefits

As we head into the end of the year, many employers are presenting their employee benefit plans. Now is a good time to discuss with your clients about the benefits of having an Individual Disability Income policy that they can take with them if their employer changes. Your clients can also benefit from additional coverage to enhance their existing coverage. Start the conversation today. Watch the video by clicking here or below:   Supplement Employee Benefits   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Bookmark This Website!

Do you need quick access to Mutual Income Solutions product information? Bookmark the link below for valuable underwriting information, sales ideas, training videos and access to the e-application platform. Mutual Income Solutions Website   Bookmark This Website!   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

How Does Disability Insurance Protect Mortgages?

Working professionals rely on their income to pay for monthly expenses, to save for their children’s education, retirement, and so on. That’s where Disability Income Insurance comes into play. Disability Income Insurance protects your clients from more than a loss of income. It protects their lifestyle. A Mutual Income Solutions policy is great for those looking for the ability to cover their mortgage payments, especially if they become sick or injured and unable to work. Click here for more information on how you can offer your clients the coverage they’ll want and the protection they need.   How Does Disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Help Your Clients Discover the Benefits of Owning a DI Policy

Share this video with your clients to help explain the importance of owning a DI policy.   Help Your Clients Discover the Benefits of Owning a DI Policy   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Sales Idea: Protect Your Clients’ Retirement Assets

Your Clients’ Retirement Income Might Not Be Enough The income provided by a career supports a family’s everyday living needs and their retirement savings. If one of your clients became sick or injured and was unable to work, would he or she have to dip into the family’s retirement savings to pay the bills? Here’s an example: A 45-year-old female earns $175,000 annually and has $700,000 in a retirement account. She’s diagnosed with an illness and is no longer able to earn an income. View the Sales Idea to see a chart that shows how disability income insurance makes a
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Optional Return of Premium Rider

Overcome Objections with the Return of Premium Rider While some of your clients may understand the need for disability income insurance, they might still be reluctant to purchase a policy if they don’t think they’ll use the coverage. However, with the optional Return of Premium Rider, they could get back a portion of their premiums if they don’t use the benefits. Watch our informational video for more details:   Optional Return of Premium Rider   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions – Premium Discounts

Did you know that there several premium discounts available to your prospects? The premium discounts below can be used in combination with each other, up to a maximum of 30%: Association Group — 15% Self-Employed — 15% Common Employer — 15% Multi-Policy — 10% Two-Person Household — 10% To learn more, download our Mutual Income Solutions Product Guide and view the “Premium Discounts” section on page 22.   Premium Discounts   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Protect Your Self-Employed Clients

Help self-employed clients understand how important disability income insurance is to their financial plan. Self-employed individuals want to forge their own path and have control. What they can’t control is when they might become sick or injured and be unable to work, impacting their livelihood. Help self-employed clients understand how important disability income insurance is to their financial plan. Learn more about the new disability income insurance product, Mutual Income Solutions. Visit www.mutualincomesolutions.com.   Protect Your Self-Employed Clients   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).