Online Applications Can Simplify Your Life

We are proud to offer a diverse Simplified Issue product portfolio so you can find the right solution for each of your clients – and fast. Term Life Express, Living Promise Whole Life (Final Expense), Children’s Whole Life, Accidental Death and most recently – IUL Express and GUL Express – are all available on iPipeline e-Application. Some of the benefits of using an e-Application: Helps you complete the application in good order – saving you and your client time Ensures you are always you using the correct forms Quicker issue for your clients – which means you get paid faster
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

A New Look for All of Your IUL Illustrations

Beginning July 1, 2020, we are enhancing our fully-underwritten IUL illustrations in design, functionality and speed. These improvements to our Income Advantage IUL and Life Protection Advantage IUL illustrations in WinFlex Web reinforce our commitment to delivering high quality, simple, transparent products to the IUL marketplace. The Look The new illustrations use a cleaner design that complements the Mutual of Omaha brand. The tables have been redesigned to make them easier to read. Plus, by using a combination of landscape and portrait pages, we are now able to fit all of the values you need on each page. The Functionality
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Which Express Product is Right for Your Client?

When it comes to individual product solutions, it’s important to know the features and benefits of each product to help you determine which one may be the best fit for your client. The Which Express Product Should You Consider for Your Client? sales flyer is a side-by-side comparison of Indexed Universal Life Express, Guaranteed Universal Life Express, and Term Life Express. While each product is a little different, they all offer simplified underwriting, are available on iPipeline e-App and feature Automated Underwriting, Mutual of Omaha’s point-of-sale decision tool. Ready to submit an app, but not sure where to start? We
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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).

ePolicy Delivery now available for SecureCare

When in-person isn’t the best option Our ePolicy Delivery capability is now available for SecureCare Universal Life1! ePolicy Delivery provides a paperless delivery experience so your clients can still get the coverage they need – even if you can’t meet with them in-person. New challenges call for new solutions. Check out our “How to write SecureCare remotely” e-toolkit to find the tools you need when meeting clients face-to-face isn’t the best option: 12 tips for web meetings with clients: hold an effective virtual meeting with clients – no matter where they are. Why SecureCare consumer brochure: personalize it with your
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Categories: Industry News, Life Insurance, and Securian.

Underwriting and New Business participation guidelines extended

Participation guidelines in response to COVID-19 extended to September 15, 2020 In April 2020, Securian Financial implemented changes to our underwriting and new business participation guidelines in response to COVID-19. These changes, shown below, will continue in effect until at least September 15, 2020. Please also note that effective today, June 3, 2020, all WriteFit1 applications must be submitted electronically. We have successfully transitioned to an eApp environment over the past 60 days. New applications submitted via paper will be fully underwritten and will not be transferred to eApp for WriteFit consideration. Please connect with your New Business team if
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Categories: Industry News, Life Insurance, and Securian.