Thank you to all who attended our Mutual Income Solutions Summer Webinar Series! We hope you found the four sessions helpful and educational. If you missed a session, don’t worry! We have the recordings available. Just click the links below to watch for the first time or review the content again and again. Session 1: Product Overview Listen to Recording → Learn what product benefits make Mutual Income Solutions an excellent option for both more affluent clients as well as the middle market. Session 2: Underwriting Best Practices Listen to Recording → Join our Underwriting Manager to learn best
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Mutual Income Solutions – Income Protection for Your Clients
What makes Mutual Income Solutions a valuable addition to your clients’ financial strategy? View our short overview video to find out. Mutual Income Solutions – Income Protection for Your Clients #goldencareagent #mutualofomaha #disability
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NEW LTCi Claims Process Video
A long-term care triggering life event can be an emotional and stressful time for clients. Oftentimes, the agent of record is the first phone call an insured or a family member makes. Watch our claims process and best practices video to ensure you know what to expect. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. NEW LTCi Claims Process Video #goldencareagent #mutualofomaha
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Highlighting Mutual Income Solutions
Mutual Income Solutions provides flexible or customizable coverage to meet your clients’ needs and help protect their lifestyle. This is done through: Higher monthly benefit amounts help you target the affluent market A non-cancelable policy type, which is attractive for white-collar occupations Optional benefits, including a return of premium rider, allow your clients to customize their policies Discounts for which your clients may be eligible can help them save money Learn more about how Mutual Income Solutions can help your clients ensure their income is protected in the video below: Highlighting Mutual Income Solutions #goldencareagent #mutualofomaha #disability
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A New Ad for Mutual Income Solutions
Spread the word about Mutual of Omaha’s disability income insurance product, Mutual Income Solutions. Use our new, customizable newspaper ad. Available through your normal ordering channels. A New Ad for Mutual Income Solutions #goldencareagent #mutualofomaha #disability
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Increase Your Mutual Income Solutions Placement Rate
Did you know that one of the most common reasons your client may be automatically declined is because of their build? Making sure you have as much information from an applicant during the application process will help you increase your chances of placement. Before filling out an official application, read through our placement flyer to help you know what questions to ask. Increase Your Mutual Income Solutions Placement Rate #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions: Summer Webinar Series
Summer is finally here, and so is our latest webinar series! We are excited to kick off a four-part series designed to increase your knowledge on Mutual of Omaha’s Mutual Income Solutions℠ disability insurance product and heat up your summer sales. The webinar topics might be new to some and a good refresher for others. View the full schedule below: Session 1: Product Overview Speaker: Michael Prothe, Disability Income – Brokerage Sales Director Date: Tuesday, June 14 Time: 1-2 p.m. CST This webinar is over. Click Here for an Overview Sheet → Session 2: Underwriting Best Practices Speaker: Colette
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Now Available in California: Mutual Income Solutions
Hey California! Mutual Income Solutions is finally here! Our newest disability income insurance product is well-positioned to help agents meet all their clients’ income protection needs, especially those in the affluent market. Now that Mutual Income Solutions is available in California, I encourage you to review the resources below. View the the training video below: View the Mutual Income Solutions Product Guide for more details. View the State Special Matrix to see the California specifics. How Mutual Income Solutions Stands Out Here are just two of the many ways the difference is obvious with Mutual Income Solutions: Monthly benefit amounts
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Consumer Materials to continue momentum from DIAM
DIAM – Disability Insurance Awareness Month has come to an end, however, the momentum achieved utilizing the resources created by the Mutual of Omaha marketing team has been great. Consumer Materials Needs Outline Consumer Product Brochure Consumer Highlight Sheet Consumer Postcard Newspaper Ad See Additional Materials The incentive contest continues to create business from many first time producers and some advisors have submitted 5 or more applications already, well done! The details of the producer incentive are below. View Contest Details Don’t forget to join our Facebook group to stay current with all the resources available to you from
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Another New Sales Idea for DIAM
SALES IDEA: Creating a Cross-sell with Life Insurance If a client is only planning for when they’re no longer here, they’re leaving themselves and their family unprepared for the present. Life insurance is a large piece of a client’s income protection strategy – but it’s not the only piece. If your client were to become sick or injured and was unable to work, it’s likely their life insurance policy would provide little to no help in securing their financial stability. A disability income protection policy can work alongside life insurance to provide financial protection clients can use today. Learn more
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