How to Safely Conduct Business

August 24, 2020 | by | Comments Off on How to Safely Conduct Business

As we shared with you earlier this year, Mutual of Omaha continues to focus on providing information and recommendations to help protect the health and safety of our associates and ensure uninterrupted service to our customers and you. We are all encouraged to do our part to slow the spread of the coronavirus by social distancing, practicing good hygiene and following the CDC guidelines in the areas and states where you do business in. Below are Health and Safety guidelines to help provide a safe way to conduct business. Opt for video meetings or phone calls when possible. Avoid in-person
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Categories: COVID-19, Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Coronavirus, COVID-19, critical illness, disability, disability income, insurance, life, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, Medicare Supplement, Medigap, mutual of omaha, omaha, and United of Omaha.

A Case Study: Accumulation, Protection or Both?

August 24, 2020 | by | Comments Off on A Case Study: Accumulation, Protection or Both?

Income Advantage IUL can provide your clients with valuable life insurance protection. It also offers the opportunity to accumulate cash value* for future needs, such as supplementing the client’s retirement income. Teaming an Income Advantage policy up with a term life insurance policy may be an ideal solution for clients who want to plan ahead for retirement, but also have a larger temporary life insurance need. Learn more about how this works by looking at our Satisfy the Need for Accumulation and Protection flyer. It includes: A case study showing how this concept works A comparison of taking income immediately
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Income Advantage, Income Advantage IUL, indexed universal life, insurance, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, mutual of omaha, and omaha.

Product updates to SecureCare in AZ, CT, DE and ND

August 10, 2020 | by | Comments Off on Product updates to SecureCare in AZ, CT, DE and ND

Product updates to SecureCare Universal Life Securian Financial is committed to building secure tomorrows by doing the right thing today. To deliver on this promise and in response to the historically low interest rate environment, Securian Financial will implement the following updates to SecureCare in Arizona, Connecticut, Delaware and North Dakota on September 5, 20201. Please note: these changes impact new business only, there are no changes to in-force policies. There is no change to the product structure, contract language, forms, compensation or types of benefits provided.   Pricing update Given the extremely low interest rate environment and historic volatility
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Categories: Industry News, Life Insurance, and Securian.
Tags: insurance, Life Insurance, Minnesota Life, protection, SecureCare, SecureCare UL, Securian, Securian Financial, Securian Life, Securian Life Insurance Company, and universal life.

System Maintenance This Weekend

August 10, 2020 | by | Comments Off on System Maintenance This Weekend

Beginning this Saturday evening we will be completing required system maintenance to our servers. During the maintenance window Sales Professional Access and iPipeline e-Application will be inaccessible. The planned outage will last 7:00 p.m. (CST) Saturday, August 15, 2020 through 7:00 a.m. (CST) Sunday, August 16, 2020. For consideration of additional time zones, the outage window will be: Eastern – 8:00 p.m. Saturday through 8:00 a.m. Sunday Mountain – 6:00 p.m. Saturday through 6:00 a.m. Sunday West Coast – 5:00 p.m. Saturday through 5:00 a.m. Sunday After the brief outage you will be able to access Sales Professional Access and
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: e-App, e-Application, electronic application, Income Advantage, Income Advantage IUL, insurance, iPipeline, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, mutual of omaha, omaha, and United of Omaha.

Life and Annuity Policy PDFs to be emailed August 5

August 7, 2020 | by | Comments Off on Life and Annuity Policy PDFs to be emailed August 5

Mutual of Omaha will begin sending emails containing links to PDF copies of all life and annuity policies beginning August 5, 2020. The email will be sent within 24 hours of policy issue and will be sent directly to the client, the writing agent, the top-level marketer and any authorized user designated by the writing agent or the top level marketer with full access in Sales Professional Access. This email process will be in addition to the current paper policy output. The email will contain a link to our Secure Message Portal system allowing access to view the PDF of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: annuity, insurance, insurance policy, Life Insurance, mutual of omaha, omaha, policy, policyholder, and United of Omaha.

Help Clients Preserve Their Estate with the LTC Rider

August 7, 2020 | by | Comments Off on Help Clients Preserve Their Estate with the LTC Rider

Many people work a lifetime to accumulate assets to pave the way for a comfortable retirement and to leave an inheritance for their children. The last thing anyone wants is to see their hard-earned savings depleted to pay for long-term care services. Long-term care services, however, can quickly erode a client’s assets. The Help Preserve Your Client’s Estate sales idea discusses the need for long-term care services. It also includes a case study that examines the impact a life insurance policy with a long-term care rider can have on a client’s estate using two contrasting scenarios. For even more information
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Categories: Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: Income Advantage, Income Advantage IUL, insurance, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, Long-Term Care, long-term care insurance, LTC, LTC Rider, LTCi, mutual of omaha, omaha, and United of Omaha.

Improvements to Our Accelerated Underwriting Program

July 28, 2020 | by | Comments Off on Improvements to Our Accelerated Underwriting Program

Since we introduced our Accelerated Underwriting program, we have continued to review the program and make enhancements. We are pleased to announce that we are improving our Accelerated Underwriting Program once again. Effectively immediately, we are: Increasing the Accelerated Underwriting maximum issue age from age 55 to age 60 Making the $2 million maximum that was announced in April a permanent increase Our Accelerated Underwriting program is available for Term Life Answers, Income Advantage IUL and Life Protection Advantage IUL. The process is easy. Simply submit a Speed eTicket (drop ticket), ExamOne contacts the client, and we take care of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Income Advantage, Income Advantage IUL, indexed universal life, insurance, IUL, Life Insurance, Life Protection Advantage, Life Protection Advantage IUL, mutual of omaha, Mutual of Omaha Insurance Company, omaha, term life, Term Life Answers, TLA, Underwriting', and United of Omaha.

Anti-Money Laundering Best Practices

July 28, 2020 | by | Comments Off on Anti-Money Laundering Best Practices

What vendors do we accept AML from? LIMRA RegEd Kaplan WebCE Sandi Kruise What courses from LIMRA does Mutual of Omaha accept? First time users must complete: Anti-Money Laundering for Insurance Producers Renewal Courses 2016 renewal — Elder Financial Abuse and Money Laundering 2018 renewal — The Importance of Knowing Your Customer 2020 renewal — Money Laundering and Cybercrime How to complete AML Training through LIMRA The LIMRA course will not be available until after the producer has received confirmation and a producer number. If the producer is already enrolled in LIMRA the training will automatically update in our system.
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: AML, Anti-Money Laundering Training, insurance, life, Life Insurance, LIMRA, mutual of omaha, omaha, training, and United of Omaha.

Reminder: Policyowner Services and Claims Phone Lines

July 28, 2020 | by | Comments Off on 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).
Tags: Customer Service, insurance, IUL, IULE, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance Company, self-service, term life, transmittal, and United of Omaha.

iPipeline e-App Browser Update

July 28, 2020 | by | Comments Off on iPipeline e-App Browser Update

We have been working with iPipeline to fix security issues caused by a recent Apple operating system update. We are excited to share that you can now resume using Safari as one of the preferred browsers for iPipeline e-Applications. We appreciate your patience and flexibility while we addressed this issue. As a reminder, please keep the browser requirements below in mind when submitting an e-Application. Only use the preferred browsers below. Please note, Internet Explorer is not a preferred browser. Chrome Safari Firefox Edge Make sure you’re always using the most recent version of a preferred browser. If you aren’t,
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: e-App, e-Application, insurance, Life Insurance, mutual of omaha, omaha, pending cases, and United of Omaha.