Your client’s ability to earn an income may be their most important asset – even more so than their house, car, or savings. Help them understand how a disability income insurance policy an replace a portion of their income if they become sick or injured and are unable to work. Use our Determine the Right Coverage factfinder with your clients as a exercise illustrating their need for coverage and the solution Mutual of Omaha’s Mutual Income Solutions product can provide. Bonus! The worksheet is consumer approved, which means it’s perfect for an interactive exercise!. Determining the Right Coverage for
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MutualIncomeSolutions.com – Your One-Stop-Shop
MutualIncomeSolutions.com is your one-stop-shop for everything Mutual Income Solutions. If you’re new to Mutual of Omaha’s disability income insurance product, or just need fast access to training or marketing materials, bookmark the link below. Mutual Income Solutions Website The website provides everything you need: In-depth product information Valuable underwriting information Helpful and creative sales ideas Multiple training videos Access to marketing materials And maybe most importantly, access to the e-application and dashboard MutualIncomeSolutions.com – Your One-Stop-Shop #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions: Association Marketing Discounts
Strength Through Teamwork! We have flyers and brochures to help you tell the story about our how Mutual Income Solutions can benefit association members. Getting Started This brochure provides some of the key reasons and ways you can grow your business by working with associations. The Guidelines This flyer lists association requirements and provides a step-by-step association approval process, from submitting a proposal to receiving approval. For more details and additional materials, visit our dedicated Association Marketing page on Sales Professional Access. Mutual Income Solutions: Association Marketing Discounts #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions: Secure Message Portal Flyer
The Secure Message Portal is a tool used by Mutual Income Solutions policyholders to complete their application and view important messages from Mutual of Omaha. The Secure Message Portal Flyer has been created to help you and policyholders navigate first-time access to the Secure Message Portal. It provides step-by-step instructions for accessing the portal, signing in and completing any required tasks. View the Flyer Here Use this flyer one-on-one with clients or provide to them for additional assistance. You can access the flyer through your normal ordering channels. Mutual Income Solutions: Secure Message Portal Flyer #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions Placement Rating – Will Your Client Be Approved?
Sometimes it’s hard to know whether or not your client will be approved for Disability Income Insurance during your initial conversation with them. However, there are some things that should know to better qualify the applicant. For example, did you know that one of the most common reasons your client may be automatically declined is because of their build? Before filling out an official application, read through our new flyer to help increase your placement rate. Mutual Income Solutions Placement Rating – Will Your Client Be Approved? #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions Underwriting Eligibility and Programs
Mutual of Omaha’s Mutual Income Solutions product offers multiple options to meet your clients’ needs. Eligibility Accident & Sickness Age 18-61 Working 30+ hours per week Annual income of at least $15,000 Self-employed individuals who have been in the business for at least 2 years Employees who have been with their current employer for at least 3 months Accident only Age 18-61 Working 30+ hours per week Annual income of at least $15,000 Maximum Benefit based on Occupational Class Self-employed individuals who have been in the business for at least 2 years Employees who have been with their current employer
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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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The Mutual Income Solutions Highlight Sheet
Learning all the ins and outs of Mutual of Omaha’s disability income insurance policy, Mutual Income Solutions, can seem daunting for consumers. That’s where our consumer-facing highlight sheet comes in! Use the highlight sheet to start the income protection conversation with your clients. Discuss how this important insurance policy can help replace a portion of their income if they’re sick, injured or unable to work and show them all of the optional benefits that can be used to customize their policy to fit their unique needs. The Mutual Income Solutions Highlight Sheet #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions – Get to Know the Consumer Product Brochure
You know that a solid financial plan starts with your clients’ ability to earn an income. That’s why their income is likely to be their most valuable asset – even more so than their house, car or savings – and why it’s so important to help them protect their income. The Consumer Product Brochure is a simple way to help explain the concept of disability income insurance to your clients. It provides a brief overview of the need for disability income insurance, contains a ‘benefits for you’ worksheet and gives a high-level breakdown of what the Mutual Income Solutions product
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