As a reminder, we will be including an eConsent step within the Mutual Income Solutions Secure Message Portal for policy acceptance. This change will be effective as of the evening of Thursday, December 29. What’s Changing We are adding a NEW step to the client’s policy acceptance process for Mutual Income Solutions policies Clients will be able to ‘Agree’ to receiving and signing documents electronically at policy acceptance. Important Notes In order to receive and accept their policy electronically, clients need to ‘Agree’ to the eConsent step Once a client agrees to the eConsent, they will review their policy acceptance
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The Importance of DI for Self-Employed Clients
Self-employed individuals want to forge their own path. They have control over their schedule and who they want to work with. What they can’t control is when they might become sick or injured and are unable to work, denying them of their livelihood. Help self-employed clients understand how important disability income insurance is to their financial portfolio – after all their income is likely their most important asset. Use our Protecting Self-Employed Individuals Sales Idea to help you position Mutual Income Solutions to these clients. View the Sales Idea: Protecting Self-Employed Individuals. The Importance of DI for Self-Employed Clients
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DI Sales Idea: Complementing Current Coverage
Don’t let your clients find out that their employers don’t offer disability income insurance when it’s too late! Help your clients and prospects understand the disability income insurance offered by their employer, and then show them how Mutual Income Solutions can offer individual disability income insurance coverage that supplements the coverage their receive through their employers. Click here to view a detailed Sales Idea Flyer with more information DI Sales Idea: Complementing Current Coverage #goldencareagent #mutualofomaha #disability
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Help Clients Protect Their Income
Your clients’ income helps them meet their financial obligations. With disability income insurance protection, you’re less likely to rely on your savings or dip into a retirement account to help make ends meet. Our disability product, Mutual Income Solutions, cross-sells well with Life insurance and long-term care insurance. When selling these two products to your clients, use our postcard to leave behind or send it out later to get your clients thinking about how they will protect their income if they become sick or injured and unable to work. Help Clients Protect Their Income #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions Marketing Resources
Mutual of Omaha launched Mutual Income SolutionsSM in October 2020. With a maximum monthly benefit of up to $20,000 per month, our new product provides flexible and customizable coverage to meet your clients’ needs and help protect their lifestyle. The product also has numerous marketing materials to help highlight: The need for disability income insurance How disability income insurance helps build a complete financial strategy Customizable options for key industries Solutions to fit self-employed individuals and entrepreneurs Learn more about the marketing materials available in this short video. Want to learn even more about what Mutual Income Solutions has to
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Updated MIS Dashboard User Guide
The quote and e-App tools for Mutual Income Solutions make it easy to get business issued. Provide your client an accurate rate quote. Submit the e-App. Check for a notification that your client’s coverage has been issued. It’s that simple. And fast! Over the past year, we’ve made numerous enhancements to the Mutual Income Solutions Dashboard to make the tool even easier and more convenient to use. You can find all the enhancements featured in the updated Dashboard User Guide. To get started using the dashboard, visit www.MutualIncomeSolutions.com. Updated MIS Dashboard User Guide #goldencareagent #mutualofomaha #disability
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MIS Dashboard: New Payer Flow Functionality
Mutual of Omaha has added an additional payer flow for Mutual Income Solutions applicants. Applicants now have the option to provide their payment information at the time of policy acceptance as well as at the time of application. After completing Parts A and deciding to complete Part B now or send to the client, you’ll have the option to select whether you’ll complete the payment information now (during the application) or complete at policy acceptance. If you select ‘Complete Now’, the payor screen will appear in the producer e-App and the flow will match what you’re used to seeing. If
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Protect Your Self-Employed Clients
Help self-employed clients understand how important disability income insurance is to their financial plan. Self-employed individuals want to forge their own path and have control. What they can’t control is when they might become sick or injured and be unable to work, impacting their livelihood. Help self-employed clients understand how important disability income insurance is to their financial plan. Learn more about the new disability income insurance product, Mutual Income Solutions. Visit www.mutualincomesolutions.com. Protect Your Self-Employed Clients #goldencareagent #mutualofomaha
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Increase Your Placement
We want to help make sure your client’s application for disability income insurance is approved. We’ve created a consumer facing flyer to gain more information on their needs. By discussing and talking through this flyer with your clients, it can give more insight on whether or not their Mutual Income Solutions Disability Insurance application will be approved. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Increase Your Placement #goldencareagent #mutualofomaha
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