United of Omaha Products are Now Available on InsMark

United of Omaha’s Indexed Universal Life products are now available to bridge into the InsMark Illustration Software. InsMark is a third-party software designed to help create sales concepts that show the long-term benefits of purchasing permanent life insurance. If you are a current InsMark subscriber, you will see the InsMark bridge icon (shown at the right) when you run our indexed universal life insurance products in WinFlex Web. This bridge will take the data from our IUL illustrations and use it within the InsMark sales concept reports. Some examples of the available reports include: Permanent Insurance vs. Term Insurance Other
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Jump on the Express

Our Express life insurance products offer simplified underwriting and application processes, which means policies are issued faster and you get paid quicker. Plus, you can easily track your cases online anytime using our Sales Professional Access website. Learn the basics of our simplified issue product portfolio with this flyer. Want to learn even more? Check out mutualofomaha.com/simple.   If you have questions, please contact your Sales Director or Account Executive.   Jump on the Express   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Tax Bracket Risks Brochure Updated for 2021

When tax season arrives, your clients are likely thinking about the past year and the one ahead. But it’s also a good time to talk about the future and their tax situation when they retire. A properly-funded Income AdvantageSM IUL policy is a good way to help your clients plan ahead and minimize their tax risks in retirement. Our newly updated Tax Risks Brochure for 2021 can help you explain the advantages of an IUL policy to your clients. The updated brochure can be ordered through your normal supply channels beginning Friday, February 12, 2021.   Tax Bracket Risks Brochure
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Changes to Section 7702

Changes to Section 7702 in COVID relief legislation Changes drive by low interest rate environment As part of The Consolidated Appropriations Act of 2021, signed into law on December 27, 2020, a change was made to Section 7702 of the Internal Revenue Code. This change outlined several requirements permanent life insurance policies must meet in order to qualify as a life insurance contract for tax purposes. Given the ultra-low interest rate environment, the change assists the life insurance industry by replacing the statutory interest rate assumptions (from 1984) from a previously hard coded 4% rate to a floating rate. These
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Categories: Industry News, Life Insurance, and Securian.

Simplified Issue Time Service Update

From the Desk of Marty Johnson First, and foremost, Mutual of Omaha would like to thank you for your business. We are very appreciative of the amount of business we have received, and continue to receive, due to your commitment and partnership. We remain committed to providing the quality service you have come to expect. Due to unprecedented volumes of new business, our Simplified Issue Life Underwriting team is experiencing delays in time service. In response, we have underwriters working overtime, nights and weekends to make sure your business is handled properly, and as quickly as possible. We understand reviewing
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Update to Gerber Life’s pre-assigned ID contracting process

Pre-Assigned ID Contract Processing Temporarily On-Hold   Thank you for your partnership with Gerber Life Insurance. Our goal has always been to provide you with the best service possible. To improve our appointment turnaround time, we are changing the focus on how we process contracts. We are temporarily stopping the option for Pre-Assigned ID’s and going back to Just-In-Time (JIT) processing. What does this mean for you and your Agents? Just-In-Time states: Your Agents first piece of business should be submitted via paper along with their contracting Call Center: Your Agents contracting should be submitted prior to submitting business Pre-Appointment
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Categories: Gerber Life, Industry News, and Life Insurance.

Action needed: Get email notifications for online documents

Action needed: Get email notifications for online documents Coming soon, Securian Financial will stop sending life in-force client service documents by mail and instead send email notifications, when documents are available online. Clients, however, will continue to receive their documents by mail as they do today. To make sure you receive these email notifications, here’s what we need from you: Please email idgwebaccess@securian.com with a preferred email address for life in-force communications for your firm. Contact Securian With Questions For any related questions, please call (833) 365-0322 or email idgwebaccess@securian.com.   #goldencareagent #minnesotalife #securian
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Categories: Industry News, Life Insurance, and Securian.

Promote Our Company Strength When Promoting Life Insurance

At Mutual of Omaha, we exist for our customers. For more than 110 years, we have remained strong, stable and secure, guided by our mission to help our customers protect what they care about and achieve their financial goals. Our company overview flyer helps share our story by touching on our: Mission Strong Ratings Financial Performance Diverse Product Line-Up Community Involvement Solid History We are here to protect and serve our customers first and always.   Promote Our Company Strength When Promoting Life Insurance   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

TLE Offers Life Insurance Protection Plus Living Benefits

Term Life Express offers simplified underwriting, competitive pricing, and attractive conversion privileges. Did you know that it also includes Living Benefit Riders at no additional cost (only on the TLE non-ROP policies)? The Living Benefit package includes three Accelerated Death Benefit Riders at no additional cost to the customer. Chronic Illness Terminal Illness Critical Illness Learn more about Term Life Express’s living benefits today using the TLE living benefit rider guide.   TLE Offers Life Insurance Protection Plus Living Benefits   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Term Life Express Customizable Postcard

Term Life Express offers affordable rates, a simple application process, and flexible products and features. Make buying life insurance quick and simple for your clients by promoting TLE using our customizable, consumer-facing postcard. The postcard features product highlights, a spot for your contact information and the ability to customize the issue ages and face amounts shown. To place an order, simply complete this order form and submit.   Term Life Express Customizable Postcard   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).