WinFlex Desktop Discontinuation – NEW INFORMATION

We previously communicated that WinFlex Desktop would no longer be available beginning January 1, 2021. We are updating our IUL software in November due to the upcoming participation rate and cap rate changes, therefore, we are moving the WinFlex Desktop discontinuation date for our Income Advantage IUL, Life Protection Advantage IUL and IUL Express products up to November 1, 2020. Beginning November 1, you MUST use WinFlex Web to illustrate our IUL products. The remainder of our life and health products will remain available on WinFlex Web through the end of the year. If you are still using the Desktop
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

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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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

It’s Clear How Our IULs Are Renewing

At United of Omaha, we have a goal to be as transparent and as fair as possible in our IUL renewal rate setting process. We do this by not only providing you with our historical indexed interest crediting rates, but also with our renewal participation rates and caps. You will see there has been no difference in the participation rates and caps on our inforce policies and our new policies. Many carriers don’t publish their renewal rates. Oftentimes, it’s because they don’t want you to see when they have lowered their participation rates and caps on existing business, while continuing
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Just the Hits

If you are looking for a quick intro to the IUL Express or GUL Express e-App you can find all the most important information in our Quick Hits training video. Below are the chapters – or hits – you will find in the video: Plan Information – IULE Easy Solve IULE Without Easy Solve Solution Premium Summary – IULE Premium Summary – GULE Attachments – IULE Attachments – GULE Disability Riders Final Decision – IULE Final Decision – GULE For more product information and training, check out MutualOfOmaha.com/Simple.   Just the Hits   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Policyowner Services and Claims Phone Lines

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. Just go to
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Speed up Your Fully-Underwritten IUL Sales

Over the past few months, we’ve introduced two enhancements on Income Advantage IUL and Life Protection Advantage IUL that will help speed up your IUL sales: IUL on Speed eTicket and improved IUL illustrations. IUL on Speed eTicket and using Accelerated Underwriting: Speed eTicket Parameters: Face Amounts up to $5 million; Ages 18+ See the Speed eTicket flyer for additional parameters Please note: Lab requirements will be needed for cases outside Accelerated Underwriting parameters Accelerated Underwriting Parameters: Face amounts up to $1 million; ages 18-55; standard, standard plus, preferred and preferred plus classes See the Accelerated Underwriting flyer for additional
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Learn the In’s and Out’s of Our e-App

Submitting your application online streamlines the application process, so your clients get coverage faster and you get paid sooner. We now offer all the products below on iPipeline e-Application. Products Available on Full e-App IUL Express GUL Express Living Promise Whole Life (Final Expense) Term Life Express Children’s Whole Life Guaranteed ADvantage (Accidental Death) In addition, on IUL Express, GUL Express, Living Promise and Term Life Express we process the application information in real time and provide an instant underwriting decision. Watch the complete training videos below to get full training, or skip to the specific section you need. IUL
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Important Information Regarding EMSI Closure

On Friday, July 3, one of our approved paramedical companies, Examination Management Services Inc. (EMSI), announced they were ceasing operations effective immediately. This closure impacts exams and APSs ordered by the agent through EMSI. Please note: This does not impact exams and APSs ordered by the Mutual of Omaha home office since those are ordered through ExamOne. What You Need to Do: Any exams that were scheduled by the agent through EMSI will need to be rescheduled using one of the approved paramedical companies listed below. If your client has an exam scheduled with EMSI, it is important to let
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Online Applications Can Simplify Your Life

We are proud to offer a diverse Simplified Issue product portfolio so you can find the right solution for each of your clients – and fast. Term Life Express, Living Promise Whole Life (Final Expense), Children’s Whole Life, Accidental Death and most recently – IUL Express and GUL Express – are all available on iPipeline e-Application. Some of the benefits of using an e-Application: Helps you complete the application in good order – saving you and your client time Ensures you are always you using the correct forms Quicker issue for your clients – which means you get paid faster
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

A New Look for All of Your IUL Illustrations

Beginning July 1, 2020, we are enhancing our fully-underwritten IUL illustrations in design, functionality and speed. These improvements to our Income Advantage IUL and Life Protection Advantage IUL illustrations in WinFlex Web reinforce our commitment to delivering high quality, simple, transparent products to the IUL marketplace. The Look The new illustrations use a cleaner design that complements the Mutual of Omaha brand. The tables have been redesigned to make them easier to read. Plus, by using a combination of landscape and portrait pages, we are now able to fit all of the values you need on each page. The Functionality
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).