Our e-Application and email signature method give you the ability to complete applications for your clients, without having to meet face to face. Below you can find all the information you need to get started with an e-App today. New to using the e-App? Make sure you watch our training videos. They walk you through completing an e-App step by step. Products Available on e-App Term Life Answers and Fully-Underwritten IUL – See the Speed eTicket Flyer for details (For IUL, submit your application as if you were submitting a Term Life Answers drop-ticket application. In the Special Requests section
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Instant Decision Training
We now offer Automated Underwriting on Living Promise Whole Life (Final Expense) and Term Life Express e-Applications. This flyer walks you through the simple process of how Automated Underwriting works. Looking for more detailed training? Check out our videos for both email and in-person signature methods. Living Promise In-Person Signature Method Living Promise Email Signature Method Term Life Express In-Person Signature Method Term Life Express Email Signature Method Also, don’t forget to check out all our helpful resources available on mutualofomaha.com/simple. Instant Decision Training #goldencareagent #mutualofomaha #life
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IUL Express in Four Simple Steps
The IUL Express process guide takes you through the step-by-step process to sell IUL Express. This guide walks you through: How to run an IUL Express quote How to complete and submit the application packet Simplified underwriting Delivering the policy Looking for even more training on IUL Express? Check out our producer training video on MutualofOmaha.com/Simple. IUL Express in Four Simple Steps #goldencareagent #mutualofomaha #life
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Reminder: Kemper Senior Solutions Product Discontinuation 3/31/2020
REMINDER: — Kemper has made the decision to discontinue new business sales within the Kemper Senior Solutions market segment. Kemper’s Life Insurance products were already impacted, with new business no longer being accepted as of January 1, 2020. The stand-alone Home Health Care product will be discontinued March 31, 2020. Applications must be signed on or before March 31, 2020 to be accepted. Be assured, all existing in-force business will continue to receive the same high standard of service they have come to expect. We sincerely appreciate your support for the KSS products and will do everything to make this
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Kemper Senior Solutions Product Discontinuation Announcement
12/18/2019 This announcement is to officially notify producers that after thoughtful review and consideration, Kemper has made the decision to discontinue new business sales within the Kemper Senior Solutions market segment. Our desire is to invest our resources more aggressively into our exclusive agent market as well as our worksite business, Kemper Benefits. Be assured, all existing in-force business will continue to receive the same high standard of service they have come to expect. This change will take effect January 1, 2020, for Life products. All applications for Life products received prior to December 31, 2019, with effective dates on
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GUL Express Illustrations
Last February we announced we no longer require illustrations on most Guaranteed Universal Life Express policies. This allows you to simply use our mobile quoting app to quote GUL Express and submit the application. As a reminder, below is when an illustration is required. No Illustration Required Policies with no-cost riders using monthly or annual payments. Illustration Required Policies with cost riders and making payments using anything other than monthly or annual payments. Policies with any payment structure other than guaranteed term periods offered on the mobile quoting tool (age 80, 85, 90, 100, 120), such as short pay and
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Final Reminder: Upcoming Changes to Our Life Portfolio
As a reminder, effective January 1, 2020, we will be making changes to our life product portfolio, including discontinuing our Guaranteed Universal Life product, repricing our Level and Graded Living Promise Whole Life final expense products, repricing our Term Life Express Non-ROP product and discontinuing our Term Life Express 20-Year ROP product. Read the Upcoming Changes to Our Life Portfolio article for complete details on the changes. Read the 2020 Life Product Changes: Transition Rules article to get the full transition rules. Read the FAQ document to get answers to any questions you may have regarding the upcoming changes. If
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Upcoming Life Rate and Product Changes Effective January 1, 2020
Effective January 1, 2020, we will be: Increasing the cap on our 100% Participation Rate Strategy for Life Protection Advantage IUL Decreasing our crediting rate on AccumUL Answers Repricing our AccumUL Answers product Life Protection Advantage IUL Cap Increase: The cap for the 100% Participation Strategy on Life Protection Advantage IUL will increase from 9% to 10%. This rate change will apply to newly issued policies, as well as to any in force policies with a segment that is created (with new premium dollars) or renews on January 10, 2020. With the sweep feature, all money received in the home
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Living Promise e-App Now Has Bank Validation
When you enter your client’s payment information you want to ensure everything is correct. With bank validation, your client’s bank routing and account numbers will be verified to ensure they are a match. If they aren’t you’ll receive an error message so you can correct the payment information on the spot. Just one more great reason to use our Living Promise e-App. If you have any additional questions, please contact your Mutual of Omaha Life Sale Director or Account Executive. Living Promise e-App Now Has Bank Validation #goldencareagent #mutualofomaha
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Reminder: Upcoming Changes to Our Life Portfolio
As a reminder, effective January 1, 2020, we will be making changes to our life product portfolio, including discontinuing our Guaranteed Universal Life product, repricing our Level and Graded Living Promise Whole Life final expense products, repricing our Term Life Express Non-ROP product and discontinuing our Term Life Express 20-Year ROP product. Read the Upcoming Changes to Our Life Portfolio article for complete details on the changes. Read the 2020 Life Product Changes: Transition Rules article to get the full transition rules. Read the FAQ document to get answers to any questions you may have regarding the upcoming changes. If
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