We are excited to announce that Mutual of Omaha has been named “Best Indexed Universal Life Insurance” by Investopedia and also received the earning of “Best for Indexed Universal Life Insurance” by Forbes Advisor. What Makes Mutual of Omaha’s IUL products stand out? Investopedia chose Mutual of Omaha policies because we offer the utmost flexibility in our indexed universal life products, which allows customers to buy coverage that best suits their individual goals. Additionally, we have excellent financial strength ratings. Forbes Advisor stated that Mutual of Omaha offers the best combination of high ratings for financial strength, competitive internal policy
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TLE Helps Protect Your Clients’ Homes and Lifestyles
Term Life Express can help give your clients peace of mind knowing money will be available to help pay off their mortgage if they die, or to assist with the mortgage payments if they suffer a disability. Our products also offer flexibility with no-cost Living Benefits available on both the ROP and non-ROP term products. Our client-approved product brochure and highlight sheet walk your clients through our Term Life Express products and explain the various options they have to choose from. These materials are available to order by reaching out to Mutual of Omaha’s Sales Support at (800) 693-6083 or
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. New Medicare Supplement Plans in South Dakota Effective March 10, you may begin selling our new competitvely priced plans in South Dakota. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Heads Up – New Consumer-Facing Social Media Content Take a look at how we can help you make a mark on social media. Don’t Forget Our Comprehensive Compliance Manual Turn to this valuable resource, located on SPA, for details on everything from getting contracted to assisting your customers. New Medicare Supplement
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Mutual of Omaha Advanced Markets Minute
Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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The Need for Home Health Care and Hospice Care – Thomas’s Story
Real People. Real Stories. Thomas’s Story The Need for Home Health and Hospice Care The best way to understand how long-term care insurance can benefit your clients is through stories from our policyholders. Here’s how having a policy made a real difference for Thomas and his daughter, Sara. Thomas’s Story – View the Flyer If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. The Need for Home Health Care and Hospice Care #goldencareagent #mutualofomaha
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Critical Advantage Portfolio Brochure – Made Simple for Clients
The Critical Advantage Portfolio brochure was developed to be simple and easy to understand for your clients. You know that with the diagnosis of a covered condition comes the reality of medical bills, time off for treatments, monies for living expenses, and for many, the cost of high deductibles. Mutual of Omaha’s Critical Advantage Portfolio helps your clients focus on their treatment, not their finances. Our portfolio brochure breaks down the basics of the three products within the Critical Advantage Portfolio so that it’s direct and easy to understand. Download the Critical Advantage Portfolio Brochure Use this piece during client
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Waiting a Few Years on Life Insurance May Add Up
Often, when meeting with clients to discuss life insurance solutions, they want to “think about it” before making their decision. But what they don’t realize is that this delay may impact the amount of income they can take from his policy in the future. Waiting even just a few years could change the income potential by thousands of dollars a year. Review this Income Advantage IUL Sales Idea to see a case study that shows what your clients might be giving up, just by waiting. If you have questions, please reach out to a member of your Brokerage Life Sales
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Inforce Long-Term Care Insurance Rate Adjustments Effective May 1, 2022
Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective May 1, 2022: Impacted Policy Forms Impacted States LTC04I Michigan, Nebraska LTC04G Michigan LTC04I7 Michigan, Nebraska LTC09M Michigan, Nebraska LTC06UI Michigan, Nebraska LTC09U Michigan, Nebraska LT50, NH50, HCA, NHA & LTA Alabama, South Carolina and Utah For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least
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Mutual of Omaha Foundation 2021 Community Investment Numbers
Mutual of Omaha Foundation 2021 Community Investment Numbers February 21, 2022 (OMAHA, Neb.) — Last year, the Mutual of Omaha Foundation granted more than $5 million to 120 local nonprofit organizations. Operating with a mission to break the cycle of poverty and invest in projects that strengthen the Omaha metropolitan area, the organization provided grants that focused on basic needs, adult self-sufficiency and youth development. “This past year, our refugee grantees experienced heightened needs,” said Gail Graeve, executive director of the Mutual of Omaha Foundation. “While navigating the on-going pandemic, our community experienced an unexpected surge in refugees. Supporting their
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Real World Wins: Cancer Insurance
62-year-old Rodger has worked as a forklift operator for 37 years. His family is concerned at the thought of how they would cover expenses if Rodger were to be diagnosed with cancer, since they do not have a large savings and his family relies on his income. Thankfully an insurance agent helped to convince Rodger of the advantages of Mutual of Omaha’s Cancer Insurance: Backed by a strong company with excellent customer service Provides benefits to cover expenses related to a cancer diagnosis Competitively priced to fit most budgets Roger decided that Mutual of Omaha’s Cancer Insurance was the right
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