Mutual of Omaha Anti-Money Laundering (AML) Vendor Updates

Effective immediately, Mutual of Omaha will now accept Anti-Money Laundering (AML) training certificates completed through SuranceBay and Securities Training Corporations (STC). Mutual of Omaha accepts AML training from the following vendors: RegEd Sandi Kruise WebCE Kaplan SuranceBay Securities Training Corporations (STC) STC has other AML-related courses available, but we will only accept the certificate for the course “AML for Insurance Professionals”. Any certificates for other courses or certificates that appear to be altered in any way, will not be accepted. LIMRA (Life Insurance Marketing and Research Association) Once you have completed the course, LIMRA will automatically send Mutual of Omaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

1099 Form(s) Available on SPA

Starting today, April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their 1099 without their Compensation PIN. For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed.
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Recover Cash | Now available in Arizona, Ohio, Pennsylvania & Texas!

NOW AVAILABLE IN ARIZONA, OHIO, PENNSYLVANIA & TEXAS! Insurance Benefits for Confinement in a Nursing Home, Assisted Living Facility or in Your Client’s Home Now available in Arizona, Ohio, Pennsylvania, and Texas on GTL’s Agent Portal and available soon on the e-App! Guarantee Trust Life Insurance Company has reinvented Recover Cash Short-Term Care Insurance to not only help cover out-of-pocket expenses when receiving short-term care, but also to provide innovative support and cash benefits for family caregivers provided by TCARE! Please note: We will accept applications of the previous version of Recover Cash through April 19th, 2023. Applications need to
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Categories: Guarantee Trust Life, Industry News, and Short-Term Care.

Multiple e-Sign Options for Lumico/Elips Applications

Agents can now submit Lumico Life Insurance Company and Elips Life Insurance Company Medicare Supplement applications straight from the CSG Actuarial quoting and enrollment platform! There are multiple signature options available: Applicant Provides Identifying Information: Applicant’s Mother’s Maiden Name and Last 4 Digits of Applicant’s Social Security Number. In-person only. Email Signature Link: In-person or remote Text Signature Link: In-person or remote Wet Signature: Agent prints filled out PDF application, applicant and agent sign application, and the agent sends application directly to the carrier. Join us Wednesday, May 3rd at 10:00 AM Central for a live demonstration. Click here to
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

Thrivent 101 – Understanding the basics of a fraternal benefit society

Being a fraternal benefit society makes Thrivent unique in the LTCi space, but how does one explain a fraternal insurer to their clients? This producer reference piece breaks it down so you can help clients understand the fraternal difference. Thrivent is a fraternal benefit society. How do you explain that to a client? The importance of verifying that a client is Christian (or is married to one) before they apply, and how to have that conversation. Does a producer have to be Christian to offer this product? Is Thrivent a Christian organization? How strong is Thrivent? Learn More    
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Categories: Industry News, Long-Term Care, and Thrivent.

Now Available: Lumico/Elips E-Application on CSG

NOW AVAILABLE! Submit Lumico / Elips Medicare Supplement applications on CSG! Agents can now submit Lumico Life Insurance Company and Elips Life Insurance Company Medicare Supplement applications straight from the CSG Actuarial quoting and enrollment platform! Join us Wednesday, May 3rd at 10:00 AM Central for a live demonstration. Click here to register. REGISTER NOW     To learn more about the E-Application Platform, contact GoldenCare at 800-842-7799 or email marketing@goldencareusa.com.   #goldencareagent #csgactuarial
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

Overcoming Objections with LTCi

From the Desk of Amanda Blackburn Many of the people you talk with may have preconceived ideas about long-term care. Click on the brochure link below to read more about how to Overcome LTC Objections. This flyer talks about six ways you can set the record straight and engage your clients in a meaningful conversation. Overcoming Objections Flyer Don’t forget to check out our Sales Professional Access site for Sales Ideas on the following topics: Inflation Buy-Up Option Home Health Care Calendar Day Elimination Middle Market Clients Medicare vs Medicaid Misconceptions Starting the Conversation Cash and Reimbursement Happy Selling! Amanda
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

NGL EssentialLTC – Upcoming Office Closure

Upcoming Office Closure NGL’s Long Term Care Administration Office will be closed on Friday, April 7, 2023. We will resume regular business hours on Monday, April 10, 2023.   For agent inquiries contact your dedicated Agent Services Team at 888.505.2332 or status@ngl-essentialltc.com. For sales questions contact the Long Term Care Sales Team at LTC@nglic.com. Thank you.   NGL EssentialLTC – Upcoming Office Closure   #goldencareagent #ngl #longtermcare
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Categories: Industry News, Long-Term Care, and National Guardian Life.

Thrivent will be closed Friday, April 7

Thrivent will be closed Friday, April 7 Thrivent will be closed on Friday, April 7, for the holiday weekend. Normal operations will resume on Monday, April 10.     #goldencareagent #thrivent #ltc
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Categories: Industry News, Long-Term Care, and Thrivent.

Unlimited Aflac Med Supp incentives? Time to spring into action!

∞ PER NON-UNDERWRITTEN CASE*   Qualify when you reach just three issued policies in a month. There’s no limits to what you can earn this spring! Pays out each month for April, May, and June 2023.   *Excludes guaranteed issue and underage disability business.   Unlimited Aflac Med Supp incentives? Time to spring into action!     #goldencareagent #medicare
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Categories: Aflac, GoldenCare News, Industry News, and Medicare Supp./Adv..