Speed up Your Fully-Underwritten IUL Sales

Over the past few months, we’ve introduced two enhancements on Income Advantage IUL and Life Protection Advantage IUL that will help speed up your IUL sales: IUL on Speed eTicket and improved IUL illustrations. IUL on Speed eTicket and using Accelerated Underwriting: Speed eTicket Parameters: Face Amounts up to $5 million; Ages 18+ See the Speed eTicket flyer for additional parameters Please note: Lab requirements will be needed for cases outside Accelerated Underwriting parameters Accelerated Underwriting Parameters: Face amounts up to $1 million; ages 18-55; standard, standard plus, preferred and preferred plus classes See the Accelerated Underwriting flyer for additional
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Learn the In’s and Out’s of Our e-App

Submitting your application online streamlines the application process, so your clients get coverage faster and you get paid sooner. We now offer all the products below on iPipeline e-Application. Products Available on Full e-App IUL Express GUL Express Living Promise Whole Life (Final Expense) Term Life Express Children’s Whole Life Guaranteed ADvantage (Accidental Death) In addition, on IUL Express, GUL Express, Living Promise and Term Life Express we process the application information in real time and provide an instant underwriting decision. Watch the complete training videos below to get full training, or skip to the specific section you need. IUL
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Upcoming WinFlex Desktop Illustration Software Discontinuation

Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

IUL Express and GUL Express e-App Training

IUL Express and GUL Express can now be submitted via the iPipeline e-Application. This means a faster and more accurate process for both you and your clients. Plus both products feature Automated Underwriting, Mutual of Omaha’s point-of-sale instant decision process. Ready to submit an application? First, make sure you are using a preferred and up-to-date browser (details below). If you aren’t familiar with the iPipeline application flow the best place to start is with our training videos below. Preferred Browsers Please make sure you are using the current version of one of the preferred browsers below. Chrome Firefox Edge Safari
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Understanding the Value of a Care Coordinator

Arranging for long-term care services is no easy task. Wouldn’t it be great if your clients and their loved ones had someone they could count on to guide them every step of the way? The Long-Term Care Rider on our fully-underwritten Indexed Universal Life products offers care coordination services at no additional cost. So when a client initiates a claim, they have immediate access to a licensed health-care professional who will assess their situation, develop a personalized plan of care and help arrange for services. During the sales process, it is important to help your understand how the rider works
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Fully Underwritten IUL on Speed eTicket

We are working to add our fully-underwritten IUL products (Income Advantage IUL and Life Protection Advantage IUL) to the dropdown on the iPipeline screen. In the interim, please follow these instructions as a workaround. Submit your application as if you were submitting a Term Life Answers (TLA) drop ticket application In the Special Requests section on the Producer Information screen, please specify the IUL product being applied for (either Income Advantage IUL or Life Protection Advantage IUL) The application will be submitted to the Home Office as a TLA application (both products use the same base application) The Home Office
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

IUL Express and GUL Express – Now Available on e-App!

We are excited to announce IUL Express and GUL Express are now available on the iPipeline e-Application. Not only will you be able to submit your applications electronically, but both products will feature Automated Underwriting, Mutual of Omaha’s point-of-sale instant decision process. We created the producer training videos below to walk you through the different processes for both IUL Express and GUL Express. Training Videos IUL Express Email Signature Method IUL Express In Person Signature Method GUL Express Email Signature Method GUL Express In Person Signature Method Preferred Browsers Please make sure you are using the current version of one
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

An Extra Feature on Income Advantage IUL at No Extra Cost

The Guaranteed Refund Option rider is included with all qualifying Income Advantage IUL policies at no additional cost. You may be wondering why clients even need a GRO rider, when most companies illustrate a projected 6 percent (or thereabouts) indexed interest crediting rate. Read the Guaranteed Refund Option on IUL flyer to learn how the GRO rider can help provide Income Advantage IUL clients with an additional layer of protection – especially in an unpredictable market. And don’t forget – Income Advantage IUL policies can now be submitted using our Speed eTicket drop ticket process through iPipeline!   An Extra
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).