Our IUL products provide your clients with life insurance protection while also offering upside potential by linking the product’s accumulation value to the upside performance of a market index. On Life Protection Advantage, our protection-focused product, the accumulation value can help extend the death benefit beyond the no-lapse protection period. On Income Advantage, our accumulation-focused product, the cash value can help provide future supplemental income for retirement, college funding, or other expenses. We have just updated our IUL materials with a fresh, new look for the new year! The new materials are available for download on the Sales Professional Access
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Express Reference Guide, Life Insurance Products
United of Omaha’s Express Life Products Reference Guide can provide you with the underwriting requirements – such as the height and weight chart as well as examples of ineligible conditions – on our Simplified Issue products. United of Omaha Simplified Underwriting products include: Term Life Express, Guaranteed Universal Life Express, Indexed Universal Life Express, Living Promise Final Expense, Children’s Whole Life, and Guaranteed Advantage. This is a great piece to download and keep with you to use as a reference guide! If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email
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NEW! Flex pay fee now removed
NEW! Flex pay fee now removed At Securian Financial, we’re always looking for ways to help provide a good client experience. That’s why we are excited to announce the following: Effective January 2, 2020, we will no longer be charging clients a fee, to make a life insurance payment over the phone or on the eService Center Contact Us Questions? For any related questions, please contact our Enterprise Contact Center at (800) 643-5728. NEW! Flex pay fee now removed (Login required) #goldencareagent #minnesotalife #securian
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Our IUL Philosophy: Simplicity and Transparency
Simplicity: One of the things that sets our Life Protection IUL and Income Advantage IUL products apart are their simplicity of design. At United of Omaha, we do not believe that you need fancy (and oftentimes confusing) crediting strategies in order to offer your clients upside potential. By using only one index and a straightforward, annual point-to-point crediting method, our products are easier for you to explain to your clients. Our IUL Portfolio Flyer provides you with an overview of how our two IUL products work and the client-friendly features that differentiate our products. Transparency: At United of Omaha,
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Holiday Telephone Solicitation Bans for the Month of February 2020
Please be aware of the following holiday telephone solicitation bans for the month of February. On Monday, February 17, 2020: Alabama, Louisiana, Mississippi, Pennsylvania, Rhode Island, and Utah prohibit unsolicited marketing calls to residents in observance of Presidents Day On Tuesday, February 25, 2020: Alabama and Louisiana prohibit unsolicited marketing calls to residents in observance of Mardi Gras Holiday Telephone Solicitation Bans for the Month of February 2020 #goldencareagent #mutualofomaha
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Updated LTCi Tax Advantages Flyers
A unique advantage of traditional LTCi is the tax benefits it offers to your clients. The LTCi tax advantages flyers are now updated with the 2020 eligible deduction amounts. Let your clients know buying a traditional long-term care insurance policy from Mutual of Omaha offers tax advantages. Also, if you have clients that are small business owners, there may be significant tax savings if they use business dollars to purchase long-term care insurance. The flyers are now available for immediate download on forms and materials. Click below to view/download directly: 2020 Consumer Tax Guide 2020 Small Business Tax Guide If
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Medicare News – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments-March 2020 View upcoming rate adjustments for IL, IA, MI, SD and WV. Spotlight on Dental- The Need If you are not selling dental to your Medicare supplement clients, you may be missing the opportunity to help meet one of their important healthcare needs. 2020 Marketing Credits Program Learn how you can earn extra cash for your Medicare supplement and dental sales. Medicare Advantage and Prescription Drug Plans: MA/PDP Reminders Some reminders regarding comp, case monitoring and contact information for our Medicare Advantage and PDP products. #goldencareagent #mutualofomaha
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New Replacement Notice for DI & Critical Advantage Products (LA)
A replacement form is now required for your customers in Louisiana who wish to replace their existing Disability Income or Critical Advantage coverage with a policy from Mutual of Omaha. Please see the chart below for important effective dates. Product Name Policy Numbers Application Format Effective Date DI Choice-Long-Term Disability/Short Term Disability/Accident Only D81, D82, D83 Paper application 1-15-2020 DI Choice at Work D81M, D82M, D83M Paper application 1-15-2020 Priority Income Protection ICC15DT2 Paper application 1-15-2020 Priority Income Protection ICC15DT2 E-application 1-20-2020 Critical Advantage CP1, CP2, CP3, CP4 Paper and e-application 1-20-2020 The replacement form will be included in
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Update on Policy Delivery for your Critical Advantage Customers
Good News! We are happy to announce effective January 20, 2020, applications for your Critical Advantage clients will include an option for the policy to be mailed directly to your customers. This will eliminate the need for you to use your time and expense on policy delivery. It can also ensure accurate and faster policy delivery for your customers. You can find this delivery option on the updated Agent/Producer Statement, which is located in the application packets for both paper and e-applications. If you have any questions, please contact your Sales Director. Update on Policy Delivery for your
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Updated Critical Advantage® Portfolio Material is Coming
It’s a new year! To celebrate we’ve redesigned marketing material for the Critical Advantage Portfolio which will be available on January 21st, 2020. The Critical Advantage products; Critical Illness insurance, Cancer insurance & Heart Attack/Stroke insurance, pay the expenses health insurance does not cover. Things like copays, deductibles and any other out-of-pocket expense. For a sneak peek of some of the new material, click here. If you have any questions, please contact your Sales Director. Updated Critical Advantage® Portfolio Material is Coming #goldencareagent #mutualofomaha
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