Good News | Available From Thrivent: New Extended Care Conversation Guide

Thrivent’s New Extended Care Conversation Guide In the first part of the year, we are focusing on resources and tools to help advisors have proactive conversations about extended care planning. Today, we debut our new Extended Care Conversation Guide, filled with talking points and leading questions designed to engage your clients. Check out the Extended Care Conversation Guide here →     If you’re already appointed through GoldenCare, but are not yet taking advantage of all we have to offer, call your Regional Director at 800-842-7799!         #goldencareagent
Read More

Categories: GoldenCare News, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Tips For Long-Term Care Applications

Our underwriters know your LTCi clients aren’t just a list of diagnoses, and they rely on you to tell them more. They encourage you to paint a picture about your clients’ health, cognitive status and lifestyle. Because the more you can tell them, the better the chance for a positive underwriting outcome. You can do that by gathering as much information as possible from your clients, including: Recent doctors’ visits, lab tests, etc. Any diagnoses they’ve received Learning about any tests, recent surgeries or physical therapy Documenting medications they take Information about their physical and social activities Confirming they have
Read More

Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

1099 Form(s) Coming to SPA

Great news, 2022 1099s will be available through Sales Professional Access (SPA) for all producers. Please note: if the producer has a Compensation PIN assigned for SPA already, they will not be able to view their 1099 without their compensation pin. We wanted to give all of you the heads up before we send a general announcement in February. 2022 1099s will be mailed to all producers, details are still being finalized for when producers will be able to consent to receiving and viewing 1099s electronically on SPA. For producers consenting to receive 1099s electronically, 1099s for 2023 reporting in
Read More

Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Updated Mutualcare Solutions E-App Guide – Available Now

Note Important new changes to the MutualCare Solutions E-App guide. In an effort to protect data, there is an update in the LTC eSignature Authentication process; When the client clicks the link from the email, they must authenticate themselves by entering certain fields. Now, there is a limit on the number of times the client may attempt to authenticate. If the client fails to successfully answer the authentication prompts 5 times in a row, he/she will be “locked out”. At this point, producer or the upline may unlock the client’s access by re-sending the signature email. After the producer/upline has
Read More

Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

NGL EssentialLTC Updated 2023 Tax Summary

Updated 2023 Tax Summary The Tax Summary has been updated to include the changes to 2023 Eligible Long Term Care Premiums (ELTCPs). The flyer is a great way to find out the tax advantages LTCi has for individuals and businesses. Below are last year’s and this year’s ELTCPs for your reference. 2022 ELTCPs:   2023 ELTCPs:   The Tax Summary will be available on the Agent Resource Center under Marketing Tools category under the Sales & Marketing tab beginning Friday, January 13, 2023. For agent inquiries contact your dedicated Agent Services Team at 888-505-2332 or status@ngl-essentialltc.com. For sales questinos contact
Read More

Categories: Industry News, Long-Term Care, and National Guardian Life.

Advanced Markets Minute – January 2023

SECURE 2.0 Welcome to the Advanced Markets Minute in both print and audio form. Today we’re going to discuss key provisions of Division T of the Consolidated Appropriations Act of 2023, better known as SECURE 2.0 Listen Now   After widespread bipartisan support, the long discussed SECURE 2.0 has passed both houses of Congress and was signed into law by President Biden on December 29, 2022 Just like the SECURE Act of 2019 made significant changes to retirement accounts, SECURE 2.0 implements many more changes and expands on some changes made by the original Act. The new law has close
Read More

Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

New: Extended Care Conversation Guide

In the first part of the year, we are focusing on resources and tools to help advisors have proactive conversations about extended care planning. Today, we debut our new Extended Care Conversation Guide, filled with talking points and leading questions designed to engage your clients. Watch for additional resources in the coming weeks. New: Extended Care Conversation Guide This 7 page conversation guide was developed to facilitate better extended care discussions. It is meant to be used to learn a prospect or client’s perspective on long-term care. As with many conversations about aging, long-term care can be a sensitive topic.
Read More

Categories: Industry News, Long-Term Care, and Thrivent.

Good News | Mutual of Omaha Webinar Line-Up

More Chances To Win A Wild Kingdom Gift Bag Of Swag We’ve lined up an excellent series of training webinars over the next several weeks, with special guest speakers from Mutual of Omaha. What’s more, during each special presentation, we’ll be offering attendees a chance to win a Wild Kingdom gift bag of swag!   Check out the line-up, and be sure to register to save your seat! – Jan. 18:  SPECIAL: Tips For Nailing Social Media Marketing – Mar. 9:  SPECIAL: The Unique Tax Advantages of Traditional LTCi – Mar. 29:  SPECIAL: Omaha Underwriting Insights & New Business Process
Read More

Categories: GoldenCare News, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Thrivent will be closed Monday, January 16

Thrivent will be closed Monday, January 16 Thrivent will be closed Monday to observe Martin Luther King Jr. Day. Our office will be closed Monday for the holiday. We will re-eopn at 8:30 AM Central on Tuesday, January 17.   #goldencareagent #thrivent #ltc
Read More

Categories: Industry News, Long-Term Care, and Thrivent.

Office Closing, January 16th

From the Desk of Amanda Blackburn Mutual of Omaha and it’s affiliates (United of Omaha and United World) will be closed on Monday, January 16, 2023 in observance of the Martin Luther King Jr. Day holiday. Normal hours will resume on Tuesday, January 17, 2023. Thanks for all you do!   Amanda Blackburn LTC Sales Director (800) 693-6083 Contact Me   #goldencareagent #mutualofomaha
Read More

Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).