NAIC Guidelines for Brokerage General Agents in New York

** This is a reminder notification — there is no action required on your part ** To All Brokerage General Agents in New York Following the NAIC Guidelines, Companion Life Insurance Company is required to provide all of its New York producers with information about the expense allocation method used by the company in its illustrations for the state of New York. Please see the paragraph in bold below. Pursuant to the life insurance Illustration Reform legislation adopted in NY, this communication is a reminder to you that Companion Life Insurance Company uses a Generally Recognized Expense Table (“GRET”) to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Expense Allocation Method in United of Omaha Illustrations

** This is a reminder notification — there is no action required on your part ** Following the NAIC Guidelines, United of Omaha Life Insurance Company is required to provide all of its producers with information about the expense allocation method used by the company in its illustrations. Please look below to see if this information pertains to your state and then, read the paragraph in bold below accordingly. This communication pertains to Illustration Reform states only, which include: AK, AL, CA, CO, CT, DE, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MN, MO, MS, MT, NC,
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Advertising Compliance Requirements

Mutual of Omaha has long been committed to ensuring that all advertising materials used to promote our company and our products meet certain criteria as required by government regulations, the NAIC, and our Home Office. Producers are required to obtain permission from the company before advertising on its behalf. Because of our commitment to compliance, we have developed and rely on our Advertising Review system to maintain a system of control over the content, form, and method of distribution of all advertisements of our products and services. If you are looking for advertising materials, please check Forms & Materials on
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Categories: Industry News and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Med Supp Broker Bonus – Increased Up To $250 We’ve increased our Broker Bonus compensation for Med supp sales.   Get Reimbursed With Marketing Credits Earn Marketing Credits on submitted apps and get reimbursed for your business expenses.   Help Your Clients Get Started with Customer Access Help your clients set up Customer Access so they can easily manage their account with Mutual of Omaha.   Dental: Dental Solutions for Your Clients Mutual of Omaha offers flexible Dental options that your clients will smile about.   Prescription
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Advanced Markets Minute – November 2022

Protecting Your Greatest Assets for Life Welcome to the Advanced Markets Minute in both print and audio form. Today’s article is called “Protecting Your Greatest Assets for Life.” Listen Now   Most people don’t think of asset protection until they have accumulated some wealth and are faced with a specific threat. But at any point in your clients’ lives they have two significant assets and need to protect them. First, they need to protect their ability to earn an income, and they need to protect what they have built so they can enjoy it in retirement. What if you could
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Long-Term Care Awareness Month Has Come to an End

Long-Term Care is a Year-Round Concern November has come to an end, but that does not mean the need for Long-Term Care insurance disappears. While it is a great month to emphasize the topic, the conversation should be addressed throughout the entire year. Mutual of Omaha has the solutions needed to address these scenarios with our comprehensive LTC product portfolio. Be sure to use our Sales and Marketing Process Brochure as a year-round resource to help facilitate these critical conversations. We sincerely thank you for your efforts this month.     #goldencareagent #mutualofomaha #longtermcare
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Don’t Forget the AEP Guidebook

The Medicare Annual Enrollment Period (AEP) generates an energy that is unparalleled throughout the rest of the year. It’s a fast-paced time when you help your senior-age clients find the right Medicare solutions to fit their needs. As you navigate through this fast-paced Annual Enrollment Period, make sure to utilize your handy “What’s the Buzz” guidebook along the way. Your guidebook covers everything you may need. Below is a list of key items your guidebook will assist with navigating you through: Your clients are ready to take your call — Learn about different Medicare needs your clients may have and
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Understanding your Exposure with Telephone Solicitations Review the quarterly reminder around telephone solicitations and how to help mitigate your exposure.   Enhanced Automated Underwriting Update Another great reason to use Mutual of Omaha’s Med supp e-Application.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Earn up to $250 Med Supp Bonus We’ve increased our Broker Bonus compensation for Med supp sales.   2023 Medicare Copay/Deductibles The Center for Medicare and Medicaid Services (CMS) has announced the 2023 Medicare Premiums and Copay/Deductibles.   Prescription
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Listen to Our Recent LTC Claims Webinar

In case you missed it, take this opportunity to listen to our LTC claims webinar featured Deborah Giroux, our Director of Claims and Corri Campbell the LTC National Sales Director, to hear how we are continuing to deliver on the promises sold to our LTC policyholders. The discussion topics ranged from: What our Claims Department is experiencing at this time Process improvements Mutual of Omaha claims statistics Listen Now →   Listen to Our Recent LTC Claims Webinar   #goldencareagent #mutualofomaha #longtermcare
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

LTC Rider Can Help Protect Clients Futures

Do your clients realize how expensive long-term care services can be? The costs can easily average more than six figures annually and only continue to rise. Help clients understand why it’s so important to have a plan in place for their long-term care needs, whether it’s through a Long-Term Care Insurance policy or our Long-Term Care Rider on our IULs. For more information about our Long-Term Care Rider, including rider information and updated marketing tools, go to MutualofOmaha.com/ltc-rider.   LTC Rider Can Help Protect Clients Futures   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).