Mutual of Omaha Advanced Markets Minute

Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Mutual of Omaha — A Top Rated Life Insurer for Seniors

Mutual of Omaha is excited to share that out of 19 total ranked carriers, Mutual of Omaha landed as the second top-rated life insurer for seniors! And was one of only three carriers to receive a rating of 4.0 or better out of five according to U.S. News and World’s 2022 rankings. The report highlighted that Mutual of Omaha sells a wide range of products, including term, whole life, universal life and indexed universal life. And, in fact, Mutual of Omaha’s term life insurance rates are lower than many while offering term coverage up to age 80. Click here to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Exciting News on Life Protection Advantage IUL

From the Desk of Michael Sladek Life Protection Advantage IUL Product Enhancement We are pleased to announce that beginning September 24, 2021, we will be extending Life Protection Advantage IUL’s long-term no-lapse protection guarantee from age 85 to age 90. And, we are providing this additional 5-year guarantee at no additional cost! This exciting new enhancement will help make Life Protection Advantage even more competitive in the industry. In addition to providing protection that is guaranteed to age 90 at competitive premiums, Life Protection Advantage also offers: Competitive Protection Beyond Age 90 While the average 50-year-old in the U.S. has
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

IUL Express Product Guide

Our IUL Express product offers simplified underwriting, the potential to earn cash value in addition to a death benefit, a zero percent floor, and an Easy Solve quoting option. This product guide provides a detailed look at each of these features. Protect your client’s memorable moments even faster, with IUL Express.   If you have questions, please contact your Account Executive or Sales Director.   IUL Express Product Guide   #goldencareagent #mutualofomaha #unitedofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

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).