Reminder: Now Conducting Virtual Assessments for LTCi

March 30, 2021 | by | Comments Off on Reminder: Now Conducting Virtual Assessments for LTCi

Throughout the pandemic, Mutual of Omaha has been evaluating our underwriting and new business practices in efforts to support business continuity, deliver a high level of service and maintain our financial strength. As a result, your LTC Underwriting team is temporarily completing virtual assessments for applicants age 65 and over with favorable medical records. Virtual assessment qualification parameters will be based on underwriter discretion. Minimum requirements for consideration: Applicants age 65 and over with favorable medical records. * Applicants with any blood pressure, build and mobility concerns will not qualify for a virtual assessment. What is required to successfully complete
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Categories: COVID-19, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: assessment, Coronavirus, insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, pandemic, policy, underwriting assessment, virtual assessment, and virus.

United of Omaha Children’s Whole Life Reprice

March 30, 2021 | by | Comments Off on United of Omaha Children’s Whole Life Reprice

Effective April 1, 2021, we will be implementing rate adjustments to Children’s Whole Life. While we will be making small rate increases, Children’s Whole Life will remain an affordable and competitive express policy that allows clients to lock in low premiums and future insurability throughout the lifetime of their child or grandchild. Transition Rules The new Children’s Whole Life pricing will go into effect April 1, 2021 in all states. Applications signed prior to April 1, 2021 will receive the old pricing, regardless of the policy effective date. Applications signed on or after April 1, 2021 will receive the new
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Childrens Whole Life, CWL, insurance, insurance company, life, Life Insurance, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, policy, United of Omaha, and whole life insurance.

COVID tax questions

February 22, 2021 | by | Comments Off on COVID tax questions

The Consolidated Appropriations Act (“CAA”) provided coronavirus relief as well as other tax related extensions that will affect your clients. Here are some highlights that relate to individuals. Stimulus checks are back. The amount is $600 per taxpayer and $1,200 for married persons filing jointly along with $600 for each qualifying child. Income limits vary upon marital status. Teachers and instructors who teach grades K-12 are allowed a $250/$500 (Single/MFJ) above the line deduction to allow for the purchase of personal protection equipment and disinfectant. The above the line deduction for $300 of charitable gifts is extended into 2021. There
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Categories: COVID-19, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: Coronavirus, COVID-19, insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, omaha, pandemic, policy, tax, tax deductibility, Tax Deductions, and virus.

A message from our new National Sales Director

February 22, 2021 | by | Comments Off on A message from our new National Sales Director

A message from our new National Sales Director As you may have heard, we have a new National Sales Director, Corri Campbell. An insurance professional of 24 years, Corri brings enthusiasm, experience across multiple distribution channels and a passion for helping marketers like you build their business. Check out her note to learn more.   Let’s work together   A message from our new National Sales Director   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: DI, disability, disability income, insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, and policy.

Long-Term Care Virtual Assessments

February 2, 2021 | by | Comments Off on Long-Term Care Virtual Assessments

From the Desk of Allen Gregoire Throughout the pandemic, Mutual of Omaha has been evaluating our underwriting and new business practices in efforts to support business continuity, deliver a high level of service and maintain our financial strength. As a result, your LTC Underwriting team is temporarily completing virtual assessments for applicants age 65 and over with favorable medical records. Virtual assessment qualification parameters will be based on underwriter discretion. Minimum requirements for consideration: Applicants age 65 and over with favorable medical records. * Applicants with any blood pressure, build and mobility concerns will not qualify for a virtual assessment.
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Categories: COVID-19, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: assessment, Coronavirus, insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, pandemic, policy, underwriting assessment, virtual assessment, and virus.

Updated LTCi 2021 Tax Advantages Flyers

January 14, 2021 | by | Comments Off on Updated LTCi 2021 Tax Advantages Flyers

There are a lot of advantages to owning a traditional long-term care policy. It helps people remain in their homes as long as possible, ensures parents won’t have to rely on their kids to take care of them, and provides protection for a retirement nest egg. But there’s another important advantage…the potential to save on federal and state income taxes. The LTCi tax advantages flyers are now updated with the 2021 eligible deduction amounts. Download the flyers now: Agent Tax Guide Tax Advantages for Individuals Tax Advantages for Business Owners   Updated LTCi 2021 Tax Advantages Flyers   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, omaha, policy, tax, tax deductibility, and Tax Deductions.

New Sales and Marketing Process Brochure

January 11, 2021 | by | Comments Off on New Sales and Marketing Process Brochure

Six Steps to LTCi Sales Boost your LTCi sales by furthering your product and sales process knowledge! Our new Sales and Marketing Process brochure breaks the sales process down into 6 thoughtful steps, helping you organize your approach to sales. This handy brochure also suggests other educational material for each step in the process, so it’s an invaluable resource for learning all things LTCi. Check out the steps and how they can help you jump start sales by downloading the brochure.   New Sales and Marketing Process Brochure   #goldencareagent #mutualofomaha #longtermcare
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, omaha, and policy.

Holiday Video Greetings Inside!

December 17, 2020 | by | Comments Off on Holiday Video Greetings Inside!

At the end an unprecedented year, it’s important to take time to enjoy family, friends and some downtime. There’s nothing like the holiday season to remind us what’s important and help us recharge for the new year ahead. Happy Holidays to you and your family! Enjoy these personal video greetings from your Sales Team:       Holiday Video Greetings Inside!   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: Christmas, holiday, Holiday Greeting, Holiday Greetings, insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, New Years, omaha, policy, Sales Team, and Wild Kingdom.

We Believe in Long-Term Care Insurance

December 17, 2020 | by | Comments Off on We Believe in Long-Term Care Insurance

We sold our first long-term care insurance policy in 1987, and since then, Mutual of Omaha has paid over $1.1 billion in benefits to our policyholders. We are committed to providing solutions that will meet the long-term care needs of your clients and prospects, and to offering you the tools and resources that make it easy to do business with us. Mutual of Omaha continues to invest resources into growing and refining our LTCi business and is proud to offer you the following: Product Solutions — When it comes to long-term care insurance, there isn’t a one-size-fits-all solution. Every client
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, insurance company, long-term, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, omaha, policy, and Wild Kingdom.

Lights, Camera… Action!

December 7, 2020 | by | Comments Off on Lights, Camera… Action!

Get Up to Speed with New Training Videos Learning about long-term care insurance is easy with a two-part series of short training videos. Start by focusing on why clients need LTCi. Then, move on to discover how policies in the MutualCare Solutions portfolio can help meet the needs of any client. Part 1: Let’s Begin the Conversation Learn how LTCi helps people protect retirement assets, maintain their independence and control decisions about their care. Watch the Video   Part 2: The MutualCare Solution Get details about our two stand-alone policies in the MutualCare Solutions portfolio. Watch the Video   Want
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, insurance company, Long-Term Care, long-term care insurance, LTC, LTCi, Mutual, mutual of omaha, omaha, policy, Wild Kingdom, and wild kingdom heritage.