We are pleased to announce that Mutual of Omaha is now accepting emailed photos of completed LTC post issue requirements (PIRs). The photos must be sent to the LTC.New.Business@mutualofomaha.com email address to be processed. Examples of requirements that can be emailed include: Policy Delivery Acknowledgement A Policy Delivery Acknowledgement (PDA) is currently required for five states: WV, LA, SD, NE and IL. If a signed PDA has not been received within 25 days, an electronic version of the form may be sent to the client through DocuSign for electronic signature. The Acknowledgement (paper or electronic) must be signed and returned
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EssentialLTC now available in CA and new rate calculator launched
EssentialLTC available in California The National Guardian Life Insurance Company (NGL) EssentialLTC Long Term Care insurance product is now available in California effective July 6, 2020. Click here to read the complete news release. “The comprehensive features available with NGL’s long term care product offer the residents of California another Long Term Care insurance option as they evaluate their coverage needs. Including an affordable Long Term Care insurance policy in their financial planning portfolio can provide peace of mind and help to protect families against the financial and emotional consequences of a long term care event,” said Joe Guyotte, NGL
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LTC Issue Age Restriction Lifted in Select States
As the stay-at-home orders begin to lift and local businesses start to reopen, we are happy to announce that Mutual of Omaha is also lifting some restrictions on LTC applications where the ability to obtain face-to-face interviews has improved. With this good news, beginning June 15, 2020, Mutual of Omaha will accept LTC applications for clients age 65 and over in the following states: Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maryland, Mississippi, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, West Virginia, Wisconsin and Wyoming. We
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Updated LTC Underwriting Guide
Announced in our select state age restriction lift communication, our process for face-to-face assessments has changed. Please see pages 57-58 for the detailed information: If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Updated LTC Underwriting Guide #goldencareagent #mutualofomaha
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Updated Next Steps Flyer
Your client has applied for a LTCi insurance policy and you want them to be aware of what will happen next before they can be approved for coverage. Use this Next Steps Flyer to go over what to expect in the LTCi application process with your clients, including when to expect a face-to-face assessment will be scheduled. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Updated Next Steps Flyer #goldencareagent #mutualofomaha
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New Mexico requires “Coverage Options Flyer” | Updated Marketing Materials
New Mexico requires “Coverage Options Flyer” The state of New Mexico recently adopted a requirement for agents to provide the “Coverage Options Flyer” to all New Mexico applicants at time of application. The Coverage Options Flyer is available on the EssentialLTC Agent Resource Center under the New Mexico application documents. This can be accessed by selecting the “New Business” tab, then selecting the state of New Mexico from the “State-Specific Applications and Forms” drop down. You can alsoclick here to download the flyer. Updated marketing materials The Executive Carve Out flyer details benefits and advantages to implementing an executive carve
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There for You: Presenting the OneAmerica® 2019 Annual Report
Connect with Customers by Telling Our Story We’ve faced some big challenges this year, and we can be proud of the ways in which we’ve risen to meet them together. That commitment to being there for our customers is foundational to how we do business. Sharing Our Story Sharing our story with customers is a wonderful way to show them how we fulfill our promises. The OneAmerica® 2019 Annual Report is filled with examples of how people like you fulfilled our promise. We hope you’ll see yourself reflected in these stories, and that your customers will too. VIEW THE
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Industry News, Linked Benefit/Hybrids, and OneAmerica.
Asset Care, hybrid, insurance, linked benefit, LTC, oneamerica, State Life, and training.
Asset Care, hybrid, insurance, linked benefit, LTC, oneamerica, State Life, and training.
Underwriting update: A new normal
Underwriting update: A new normal In March, we announced several temporary changes to our underwriting processes that offered flexibility while the COVID-19 environment unfolded around us. Since then, we’ve stayed in close contact with our vendors and underwriters, and we’ve seen better than expected results for the completion of in-person underwriting requirements. Our key vendors have indicated that in nearly all locations, they’re able to complete exams and provide timely data back to insurers. This is consistent with the experience we’ve seen on our business. “New normal” for Underwriting As things begin to return to a more normal state
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Our new brand | Thrivent
Our new brand We are transforming the way we do business, including our brand, to ensure we’re continuing to put our clients at the center of everything we do, and that the experiences you have with Thrivent are better than ever before – from a redesigned website, to new digital tools and streamlined processes that will make things easier for you. Our new brand reflects our fundamental purpose as an organization: we believe humanity thrives when people make the most of all they’ve been given. We’ve also refined our promise to you: we’re here to help you achieve financial clarity,
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LTC Issue Age Restriction Lifted in Select States
From the Desk of Marty Johnson As the stay-at-home orders begin to lift and local businesses start to reopen, we are happy to announce that Mutual of Omaha is also lifting some restrictions on LTC applications where the ability to obtain face-to-face interviews has improved. With this good news, beginning June 15, 2020, Mutual of Omaha will accept LTC applications for clients age 65 and over in the following states: Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maryland, Mississippi, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah,
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