HELPFUL GUIDES Many businesses & families are dealing with unique challenges due to the COVID-19 conditions. Clients may not be able to come see you in-person, but their needs for stable financial products won’t stop- and neither should your business. If you are new to virtual meeting platforms, we’ve done some research and have created a reference guide for you. A fellow advisor also shares the document that she provides for her clients who are new to Zoom meetings. We hope these are helpful to you and your business. We’re in this together & together we will be stronger.
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Video Interview with Chief LTC Underwriter Carol Carville
Go behind the scenes with Carol Carville. We’re excited to show you a candid interview with LTC underwriter, Carol Carville. Carol has worked in group medical, life, disability and now long-term care, so her perspective is unique and varied. In the video, she talks about common application mistakes and why the relationships she has with producers in the field is so important to her and our business. Don’t miss it! Video Interview with Chief LTC Underwriter Carol Carville #goldencareagent #mutualofomaha
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Share the IUL Express Client Video Today
Our new client-approved video helps you explain how an IUL Express product works and the benefits an IUL Express policy has to offer. Watch it now and share it with your clients. The new video is available, along with other IUL Express materials, on our new simplified issue microsite, mutualofomaha.com/simple. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Share the IUL Express Client Video Today #goldencareagent #mutualofomaha #iule
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Real-Life Story: Bakouris Family
Dore was newly married, had a one-year old son and had just returned to work. She was 27, and life was just starting to fall into place. Then she started suffering from severe headaches. Given that she had no previous health issues, she went to the emergency room and got a CT scan. Thankfully Dore had done insurance planning at a young age, given her husband, Steve, was their insurance professional. Disability Income Insurance made a difference for their family. Watch the Bakouris family’s story by clicking here, or on the image below: Real-Life Story: Bakouris Family #goldencareagent
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Updated Maryland CWL App Pack
Effective April 29, 2020 the Maryland Children’s Whole Life application packets were updated, please make sure you begin using the new application packet by checking the form number. App pack form numbers: Old: ICC17L663A New: ICC18L672A The new paper application packets are available and can be found on Sales Professional Access or ordered through your normal ordering channels. The electronic application is updated with the correct forms. Transition Rules: Children’s Whole Life applications submitted after June 1, 2020, must use the new Maryland application packet. Maryland application packets with the old form number will not be accepted after June 1,
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Walk Through Life Stages with Critical Advantage℠ Products
No matter what stage of life your clients are in, the products in the Critical Advantage portfolio can benefit them. Our Critical Advantage Portfolio includes Critical Illness insurance, Cancer insurance & Heart Attack/Stroke insurance products. Whether you’re meeting with young couples, retirees or business owners, there is a policy that’s right for them. Download this helpful flyer that shows what is important to your clients at different stages of their lives. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-email sales.support@mutualofomaha.com. Walk Through Life Stages with Critical Advantage Products
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments in AZ, CT, GA, IA, KY, ME, MI, MN, MT, NV, SC, TN, WI, WV. Mutually Well COVID-19 Impact Direct your client to reach out to the Mutually Well Customer Service line if their gym has been closed due to the COVID-19 pandemic. The Cost-Sharing Plan: Plan N Learn how Plan N can help save your clients money. E-Application Signature Methods Learn more about e-App signature options. And remember, the e-App is an easy solution to write your business, while practicing social distancing. Dental: Dental: Taking an
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Upcoming Changes to Sales Support
Mutual of Omaha is committed to providing you with effective resources and services that makes us easy to do business with. As a result of your feedback and to serve you better, we will be implementing some changes to the prompts on our Sales Support toll free phone line (1-800-693-6083). The new prompts will allow you to select the product, service or department you are calling in for and route you directly to the correct representative that can help. During the next few weeks, we will be slowly transitioning all incoming calls to the new prompts. In the interim, you
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Fitch Ratings affirms Securian Financial’s AA rating and stable outlook
Cites our extremely strong capitalization, very strong investment asset and risk profile, and diverse earnings profile On Friday, May 8, 2020, Fitch Ratings affirmed the insurance financial strength rating for Securian Financial at AA (Very Strong) and maintained our Stable outlook. The AA (Very Strong) rating is Fitch’s third highest of 19 ratings. The rating and outlook apply to Securian Financial affiliates Minnesota Life Insurance Company and Securian Life Insurance Company. Major rating agencies are reevaluating insurance companies due to the impact of the COVID-19 pandemic. This announcement follows Fitch’s recent decision to revise their Rating Outlook on the U.S.
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Giving Together While Staying Apart
Giving Together While Staying Apart As a company and through employee donations, Guarantee Trust Life Insurance Company raised over $82,000 to support the Greater Chicago Food Depository and over 20 other local food pantries. During these especially challenging times caused by COVID-19, GTL takes pride in and strives to strengthen our community by providing access to food for those in need. Guarantee Trust Life Insurance Company | LinkedIn #goldencareagent #gtl #covid19
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