Heritage Plan Whole Life Now Available in California

Now available in California! This update is currently available on the Agent Portal. Android, Apple and Windows 10 updates will be available soon. You will receive a notification on your GTL e-App to update your device.   Important California Notice A person who meets with a senior in the senior’s home is required to deliver a notice in writing to the senior no less than 24 hours and no more than 14 days prior to that individual’s initial meeting in the senior’s home. If the senior has an existing insurance relationship with an agent and requests a meeting with the
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Categories: Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.

Advantage Plus Elite Now Available in Virginia

The newest and best Hospital Indemnity Insurance, Advantage Plus Elite, is now available in Virginia! This update is currently available on Paper and the Agent Portal. Android, Apple and Windows 10 updates will be available soon! You will receive a notification on your GTL e-App to update your device when it is available.     Access our prerecorded training below to learn all about Advantage Plus Elite! Access Webinar Recording     What makes this new plan truly elite?   #goldencareagent #gtl
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Categories: Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.

Quickly and Securely Upload GTL Paper Applications

A New Way to Submit GTL Paper Applications Looking for another way to submit paper new business? Upload GTL paper applications by using the new secure upload feature on GTLink!   Log in to the Agent Portal     This new functionality is secure, quick and easy to use! Here’s how it works: Log into GTL’s Agent Portal or e-App. Click the Access GTLink button on the home screen. Select the new Submit Paper New Business icon on GTLink. Choose or drag your paper application files in the dotted area. Scan or take pictures of your paper applications in order
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.

Coming soon – SecureCare III

Give your LTC clients a boost We heard you. And built the long-term care (LTC) solution you want: SecureCare™ III, a hybrid LTC plan built on a nonparticipating whole life insurance policy. It has all the things you love about its predecessor — a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used — plus more flexibility. Now clients can choose the protection that matters most to them: Maximize protection on their premium dollars with full return of premium OR Maximize leverage on their premium dollars with LTC Boost1 Join us on
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Categories: Industry News, Life Insurance, and Securian.

Mutual of Omaha Advanced Markets Minute

Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

The Need for Home Health Care and Hospice Care – Thomas’s Story

Real People. Real Stories. Thomas’s Story The Need for Home Health and Hospice Care The best way to understand how long-term care insurance can benefit your clients is through stories from our policyholders. Here’s how having a policy made a real difference for Thomas and his daughter, Sara. Thomas’s Story – View the Flyer   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.   The Need for Home Health Care and Hospice Care   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Critical Advantage Portfolio Brochure – Made Simple for Clients

The Critical Advantage Portfolio brochure was developed to be simple and easy to understand for your clients. You know that with the diagnosis of a covered condition comes the reality of medical bills, time off for treatments, monies for living expenses, and for many, the cost of high deductibles. Mutual of Omaha’s Critical Advantage Portfolio helps your clients focus on their treatment, not their finances. Our portfolio brochure breaks down the basics of the three products within the Critical Advantage Portfolio so that it’s direct and easy to understand. Download the Critical Advantage Portfolio Brochure Use this piece during client
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Waiting a Few Years on Life Insurance May Add Up

Often, when meeting with clients to discuss life insurance solutions, they want to “think about it” before making their decision. But what they don’t realize is that this delay may impact the amount of income they can take from his policy in the future. Waiting even just a few years could change the income potential by thousands of dollars a year. Review this Income Advantage IUL Sales Idea to see a case study that shows what your clients might be giving up, just by waiting. If you have questions, please reach out to a member of your Brokerage Life Sales
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Inforce Long-Term Care Insurance Rate Adjustments Effective May 1, 2022

Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective May 1, 2022: Impacted Policy Forms Impacted States LTC04I Michigan, Nebraska LTC04G Michigan LTC04I7 Michigan, Nebraska LTC09M Michigan, Nebraska LTC06UI Michigan, Nebraska LTC09U Michigan, Nebraska LT50, NH50, HCA, NHA & LTA Alabama, South Carolina and Utah   For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Foundation 2021 Community Investment Numbers

Mutual of Omaha Foundation 2021 Community Investment Numbers February 21, 2022 (OMAHA, Neb.) — Last year, the Mutual of Omaha Foundation granted more than $5 million to 120 local nonprofit organizations. Operating with a mission to break the cycle of poverty and invest in projects that strengthen the Omaha metropolitan area, the organization provided grants that focused on basic needs, adult self-sufficiency and youth development. “This past year, our refugee grantees experienced heightened needs,” said Gail Graeve, executive director of the Mutual of Omaha Foundation. “While navigating the on-going pandemic, our community experienced an unexpected surge in refugees. Supporting their
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).