Clarification from Thrivent regarding Family History of Alzheimer’s Thrivent underwrites LTCi based on the applicant’s personal health history, with the exception of Early Onset Alzheimer’s Dementia (EOAD). Please refer to the following EOAD guidelines: EOAD Definition: Both parents diagnosed AD prior to age 65 or death from AD prior to age 70 or a parent plus one additional close relative such as a sibling, or aunt, uncle or grandparent on the side of the affected parent with early onset AD. At age equal to or less than 59 years old, whether or not this member showed any symptoms of cognitive
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Reminder Regarding Enrollment and Signature Methods
Reminder Regarding Enrollment and Signature Methods When applying for SureBridge Supplemental Plans, it is imperative that the correct Enrollment and Signature Methods are selected based on how the agent is conducting the sale. Click here to view a chart that will help you determine which Enrollment and Signature Method should be selected. A valid email address owned and controlled by the customer is always required. A mobile number that accepts text messages is also required for most Signature Methods. The above mentioned chart also indicates when a text-capable mobile number must be provided. Questions? Contact SureBridge Producer Support by calling
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Important Update Regarding Paper Sales Materials | Policy & ID Card Mailings
Important update about paper sales materials Exciting news! We’re transitioning to a new category system for our paper sales materials, which will make it even easier to access what you need. As we prepare for this transition, here are a few important updates: Catalog will be temporarily unavailable from Friday, July 31 at 2:30 p.m. CT until Monday, August 3 at 8 a.m. CT Be sure to plan accordingly and order any materials you may need in advance. If you use the current address book feature, it will not transfer to the new system. Save any addresses you need from
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Thrivent LTCi – New Underwriting Process Brochure
Revised version of Consumer Underwriting Brochure Through the end of the year, Thrivent will be revising their consumer marketing pieces to align with their re-branding initiative. The first piece to be revised is “Your Underwriting Process” (#34902). This piece will be replacing the old “What to Expect” brochure (#27881). Note: the underwriting requirements and process have not changed, so for the short term, either version of the brochure can be used while replacements are made across various platforms: FormsPipe on iPipeline: In the near future, this will be replaced in the client leave behind materials in the downloadable application packets.
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Improvements to Our Accelerated Underwriting Program
Since we introduced our Accelerated Underwriting program, we have continued to review the program and make enhancements. We are pleased to announce that we are improving our Accelerated Underwriting Program once again. Effectively immediately, we are: Increasing the Accelerated Underwriting maximum issue age from age 55 to age 60 Making the $2 million maximum that was announced in April a permanent increase Our Accelerated Underwriting program is available for Term Life Answers, Income Advantage IUL and Life Protection Advantage IUL. The process is easy. Simply submit a Speed eTicket (drop ticket), ExamOne contacts the client, and we take care of
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Income Advantage, Income Advantage IUL, indexed universal life, insurance, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, mutual of omaha, Mutual of Omaha Insurance Company, omaha, term life, Term Life Answers, TLA, Underwriting', and United of Omaha.
Income Advantage, Income Advantage IUL, indexed universal life, insurance, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, mutual of omaha, Mutual of Omaha Insurance Company, omaha, term life, Term Life Answers, TLA, Underwriting', and United of Omaha.
Real Life Stories: A Burden Relieved
As Joe approached his 65th birthday and his disability insurance was about to expire, James suggested long term care insurance. The Mollicones were initially hesitant, but neither wanted to be a burden to the other or to their two adult children, so they purchased policies. Less than six months later, Joe suffered a massive stroke that left him paralyzed on the right side and unable to speak. Three months after the stroke, the long-term care insurance policy started paying the maximum daily benefit and has been just enough to cover Joe’s home care needs. Four years later Joe reached his
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Sales Professional Access Compensation Page Enhancement
We are pleased to announce an enhancement to our compensation page on Sales Professional Access (SPA) for producers who receive commission payments directly from Mutual of Omaha. This enhancement will allow you to view the most recent and the previous compensation payment as well as the ability to look up the commission you received on a specific case by providing the policy number. If you have any questions regarding the new page or would like to provide additional feedback to make the page easier for you, please send an email to comp.enhancement.feedback@mutualofomaha.com. For questions regarding your compensation payments, please email
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Anti-Money Laundering Best Practices
What vendors do we accept AML from? LIMRA RegEd Kaplan WebCE Sandi Kruise What courses from LIMRA does Mutual of Omaha accept? First time users must complete: Anti-Money Laundering for Insurance Producers Renewal Courses 2016 renewal — Elder Financial Abuse and Money Laundering 2018 renewal — The Importance of Knowing Your Customer 2020 renewal — Money Laundering and Cybercrime How to complete AML Training through LIMRA The LIMRA course will not be available until after the producer has received confirmation and a producer number. If the producer is already enrolled in LIMRA the training will automatically update in our system.
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Reminder: Policyowner Services and Claims Phone Lines
As a reminder, on Thursday, July 30, 2020, our Policyowner Services and Claims departments will be having an all-employee meeting from 9:30 – 10:30 a.m. CST, and will be unavailable for phone calls during this time. We will be available on July 30th from 7:00 – 9:30 CST and from 10:30 – 5:30 CST and can be reached by calling 800-775-1000. We apologize for any inconvenience, and appreciate your understanding as we give our employees an opportunity to attend this live meeting. As a reminder, we provide a number of online self-service* capabilities: Life claims can now be filed online.
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Customer Service, insurance, IUL, IULE, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance Company, self-service, term life, transmittal, and United of Omaha.
Customer Service, insurance, IUL, IULE, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance Company, self-service, term life, transmittal, and United of Omaha.
iPipeline e-App Browser Update
We have been working with iPipeline to fix security issues caused by a recent Apple operating system update. We are excited to share that you can now resume using Safari as one of the preferred browsers for iPipeline e-Applications. We appreciate your patience and flexibility while we addressed this issue. As a reminder, please keep the browser requirements below in mind when submitting an e-Application. Only use the preferred browsers below. Please note, Internet Explorer is not a preferred browser. Chrome Safari Firefox Edge Make sure you’re always using the most recent version of a preferred browser. If you aren’t,
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