Mutual of Omaha is allowing a 6-month period for policyholders to receive the “Partner – Both Issued” allowance when partners are issued policies with two different rates (one issued pre rate refresh, one issued post rate refresh). The rule will only apply if the second partner’s policy is issued within 6 months of the rate refresh effective date. Below are scenarios based on a state with a rate refresh implementation date of September 1, 2020 and a six-month deadline of March 1, 2021. Partner A is issued a policy with old rates. The 15% “Partner – One Issued” allowance applies
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Updated LTC Underwriting Guide
The LTC field underwriting guide has been updated. Review the Power of Attorney change on page 48 by downloading below or order the updated guide via normal ordering channels. LTC Underwriting Guide Need to order supplies? Contact GoldenCare’s Supply Team directly by calling 888-410-7766 or emailing supplies@goldecnareusa.com for updated hardcopy materials! Updated LTC Underwriting Guide #goldencareagent #mutualofomaha #longtermcare
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Producer Incentive Contest Ending Soon
Time’s Running Out! Your Critical Advantage applications must be submitted and placed by August 31st, 2020. Don’t pass up your chance to help your clients get the coverage they need while putting some cool cash in your pocket. You can earn from $150 to $500 just by selling two or more Critical Illness, Cancer and Heart Attack/Stroke applications. So, what are you waiting for? View complete contest details here. Producer Incentive Contest Ending Soon #goldencareagent #mutualofomaha
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Holiday Telephone Solicitation Bans for September 2020
Please be aware of the following US holiday telephone solicitation bans for the month of September 2020: On Monday, September 7, 2020: the following states prohibit unsolicited marketing calls to residents in observance of Labor Day. Alabama Louisiana Mississippi Pennsylvania Rhode Island Utah Holiday Telephone Solicitation Bans for September 2020 #goldencareagent #mutualofomaha
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Updated Marketing Materials Now Available
Updated marketing materials are now available for states with rate and benefit changes effective September 1, 2020. The details are outlined below. Impacted States: Alabama, Alaska, Arkansas, Colorado, Georgia, Idaho, Illinois, Iowa, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming Updated Materials Product Guide MutualCare Custom Brochure MutualCare Secure Brochure Please discontinue use of old materials and order through your normal ordering channels. Need to order supplies? Contact GoldenCare’s Supply Team directly by calling 888-410-7766
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Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
calendar-day elimination period, care coordination, cash benefit, elimination period, inflation protection, insurance, Long-Term Care, long-term care insurance, LTC, LTC Conversation, LTC Planning, LTCi, mutual of omaha, omaha, sales idea, and sales ideas.
calendar-day elimination period, care coordination, cash benefit, elimination period, inflation protection, insurance, Long-Term Care, long-term care insurance, LTC, LTC Conversation, LTC Planning, LTCi, mutual of omaha, omaha, sales idea, and sales ideas.
Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments-DE View upcoming rate adjustments for Delaware. Dental: Dental Rate Adjustment and Multi Policy Discount View upcoming Dental rate reductions and multi-policy discounts in Montana, Nevada, North Carolina, and Wyoming. Medicare Advantage and Prescription Drug Plans: AHIP Certification or Compliance Training: Which One Should You Take? Looking forward to the 2021 PDP Plan Year, have you completed the 3 steps to be considered Ready to Sell? We eliminate the confusion around step #2, AHIP Certification vs. Mutual of Omaha Rx Compliance Training. Enrollment Periods Explained Annual Enrollment Period, General Enrollment Period, Initial Enrollment
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Rate Adjustments Effective November 1, 2020
Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha, and we intend to remain a key player in this market for years to come. To fulfill this commitment, we actively monitor emerging industry trends and make any adjustments necessary that enable us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective November 1, 2020: Block of Business Impacted States LTC04G North Carolina and Illinois For a complete rate history, see the state approval grid on Sales Professional Access. Policyholder Notification Process
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Rate Adjustment Effective December 1, 2020
Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha, and we intend to remain a key player in this market for years to come. To fulfill this commitment, we actively monitor emerging industry trends and make any adjustments necessary that enable us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective December 1, 2020: Block of Business Impacted States LTC04G Rhode Island For a complete rate history, see the state approval grid on Sales Professional Access. Policyholder Notification Process Policyholders will
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System Maintenance This Weekend
Beginning this Saturday evening we will be completing required system maintenance to our servers. During the maintenance window Sales Professional Access and iPipeline e-Application will be inaccessible. The planned outage will last 7:00 p.m. (CST) Saturday, August 29, 2020 through 7:00 a.m. (CST) Sunday, August 30, 2020. For consideration of additional time zones, the outage window will be: Eastern – 8:00 p.m. Saturday through 8:00 a.m. Sunday Mountain – 6:00 p.m. Saturday through 6:00 a.m. Sunday West Coast – 5:00 p.m. Saturday through 5:00 a.m. Sunday After the brief outage you will be able to access Sales Professional Access and
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WinFlex Tip: Navigating an IUL Illustration Using the New Illustration Contents Menu
Have you spent time looking at the new IUL illustrations that were introduced in July? There were many new features, including a complete redesign to improve the look, updates to the language to make it more client-friendly, a Your Policy Highlights section that gives clients a quick overview of the key benefits, and new table layouts to make the ledgers easier to read. One enhancement that you may not have noticed is the new Table of Contents. While a Table of Contents may not seem like a ‘wow’ feature, it can definitely help you quickly navigate to where you need
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