We are excited to announce that Mutual of Omaha has been named “Best Indexed Universal Life Insurance” by Investopedia and also received the earning of “Best for Indexed Universal Life Insurance” by Forbes Advisor. What Makes Mutual of Omaha’s IUL products stand out? Investopedia chose Mutual of Omaha policies because we offer the utmost flexibility in our indexed universal life products, which allows customers to buy coverage that best suits their individual goals. Additionally, we have excellent financial strength ratings. Forbes Advisor stated that Mutual of Omaha offers the best combination of high ratings for financial strength, competitive internal policy
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TLE Helps Protect Your Clients’ Homes and Lifestyles
Term Life Express can help give your clients peace of mind knowing money will be available to help pay off their mortgage if they die, or to assist with the mortgage payments if they suffer a disability. Our products also offer flexibility with no-cost Living Benefits available on both the ROP and non-ROP term products. Our client-approved product brochure and highlight sheet walk your clients through our Term Life Express products and explain the various options they have to choose from. These materials are available to order by reaching out to Mutual of Omaha’s Sales Support at (800) 693-6083 or
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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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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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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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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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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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Enjoy the Ride
Effective February 1, 2022, TLE 30T Return of Premium (ROP) now has Critical Illness and Chronic Illness Riders available in addition to the Terminal Illness Rider. These riders allow your clients to access a portion of their death benefit early due to terminal, chronic or critical illness. Our TLE ROP product is a great way to provide your clients with options, and now, it’s better than ever. Learn more about these changes with this flyer. Here’s what you need to know: New Riders Chronic and Critical Illness Riders will be added to TLE 30T ROP. Rate Adjustments TLE 30T ROP
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Mutual of Omaha — A Top Rated Life Insurer for Seniors
Mutual of Omaha is excited to share that out of 19 total ranked carriers, Mutual of Omaha landed as the second top-rated life insurer for seniors! And was one of only three carriers to receive a rating of 4.0 or better out of five according to U.S. News and World’s 2022 rankings. The report highlighted that Mutual of Omaha sells a wide range of products, including term, whole life, universal life and indexed universal life. And, in fact, Mutual of Omaha’s term life insurance rates are lower than many while offering term coverage up to age 80. Click here to
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
final expense, final expense insurance, Indexed UL, indexed universal life, indexed universal life express, insurance, IUL, IUL Express, IULE, Life Insurance, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, term life, United of Omaha, whole life, and whole life insurance.
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SecureCare: Sales Strategy Using HSA Dollars
Using pre-tax dollars to pay for long-term care What if prospects knew they could fund a SecureCare Universal Life insurance policy using tax-free dollars from their Healthcare Savings Account (HSA)? It could be a game-changing opportunity for some – and this sales idea outlines how the strategy works, identifies potential prospects, and shows how these savings can add up over time. This is a powerful strategy that can help bring SecureCare within reach for more clients. Sales tool for you Using HSA dollars to pay for LTC Sales tool for consumers LTC tax deduction worksheet: individual #goldencareagent
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Navigating TLE 30T ROP
Mutual of Omaha has an exciting announcement for you. Effective February 1, 2022, the TLE 30T Return of Premium (ROP) product will have Critical Illness and Chronic Illness Riders available in addition to the Terminal Illness Rider. This allows your clients even more options on their policy. In addition to these no-cost benefits, we will be repricing TLE 30T ROP while keeping it one of the most competitive ROP products in the industry. Here’s what you need to know: New Riders Chronic and Critical Illness Riders will be added to TLE 30T ROP. Rate Adjustments TLE 30T ROP rates will
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