Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective March 1, 2024 impacting the states of Georgia, Alabama and Delaware. Policy Forms Impacted – Georgia & Alabama LTC04G, LTC0417, LTC04I, LTC06UI, LTC09M, LTC09U Policy Forms Impacted – Delaware LTC06UI For details on yearly rate adjustment percentages, view the supplemental grid. Policyholder Notification Process Policyholders will receive a letter notifying them at least 60* days prior to the premium rate
Read More
Annual Advertising Compliance Reminder
State advertising regulations require Thrivent to remind you each year about our advertising requirements. Regulatory bodies such as the State Insurance Departments, FINRA and SEC require that Thrivent maintain a system of control over the content, form and method of dissemination of advertisements. Thrivent’s policy, which is based on these regulatory requirements and enhanced to ensure brand and messaging alignment, is that all materials used to advertise Thrivent, its products or services, or created with the intent to sell Thrivent’s products must be approved and a compliance number issued by the corporate compliance area before use. Learn More #goldencareagent
Read More
Thrivent and LTCG/illumifin Upcoming 2023 Holiday Closures
Important Dates Dec 25 — Christmas Day Thrivent and illumifin are closed Dec 27 — Year-End Cutoff to receive premium or to receive outstanding requirements for Thrivent LTC Jan 1 — New Year’s Day Thrivent and illumifin are closed #goldencareagent #thrivent #ltc
Read More
Quote LTC with WinFlex Web
NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes. Beginning January 1, 2024, MutualCare Solutions Desktop software will no longer be available to quote our long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote our products, we encourage you to transition to the WinFlex Web platform as soon as possible. WinFlex Web is free to run quotes and on
Read More
1099 Forms Available on SPA
Get your 1099s Faster!! As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be
Read More
Thank You For A Successful Long-Term Care Awareness Month!
Long-Term Care Awareness Month has come to an end but it’s important to keep the planning discussion going with your clients. Long-term care insurance is a critically important product and service Mutual of Omaha provides. When you help customers obtain and use long-term care insurance, you’re selling more than just a product – you’re making a difference. Continue to have the right conversations and thanks again for making LTCi a priority for your clients. Thank You For A Successful Long-Term Care Awareness Month! #goldencareagent #mutualofomaha
Read More
What are fraternal benefits societies?
A new consumer-approved video helps explain how a fraternal benefits society like Thrivent is different from other types of insurers. This video will also help you with some talking points as you discuss who Thrivent is and how the company is built to serve our policyholders, not shareholders. The shareable link is: https://video.thrivent.com/view/2EKQQJcg59pl8qeUdZTmWb Watch Video Advisor Resources Thrivent 101 – Understanding the basics of a fraternal benefit society Being a fraternal benefit society makes Thrivent unique in the LTCi space, but how does one explain a fraternal insurer to their clients? This producer reference piece breaks it down so
Read More
New Inflation Protection Sales Idea Flyer
As the costs for care services continues to rise, there has never been a better time to take advantage of a Long-Term Care Insurance policy from Mutual of Omaha. Our distinctiveness among long-term care insurance competitors is our unparalleled flexibility and affordability within our MutualCare Custom Solution product. Take a look at the options available to clients in the new Inflation Protection sales idea flyer. Help clients reach their budget goals while still obtaining meaningful coverage by providing them more affordable and personalized long-term care insurance solutions. New Inflation Protection Sales Idea Flyer #goldencareagent #mutualofomaha
Read More
Wrapping Up the 2023 Advanced Markets Webinars
As we approach the end of the year, we also approach the final Mutual of Omaha Advanced Markets webinar of 2023, 2024 Tax Updates. Join the Advanced Markets team on Wednesday, December 13 for an overview of important tax and legislative changes that may impact your clients in the upcoming year. 2024 Tax Updates December 13, 2023 | 10:00am Central
Read More
Recording: Long-Term Care Awareness Month National Webinar
Thank you to those who took time out of your busy schedules to attend the Long-Term Care National Webinar on 11/7/23. During the webinar we discussed the importance of having long term care planning conversations with clients, why Mutual of Omaha can be a great carrier partner for you and reviewed marketing materials designed to help you through every step of the sales process. If you didn’t get a chance to attend or want to review the recording it can be accessed by following the LTC National Webinar link. As we stay future focused with Long-Term Care Awareness Month, we
Read More
