Reminder: Living Promise Application Update

January 8, 2024 | by | Comments Off on Reminder: Living Promise Application Update

There is a new application form for our Living Promise Whole Life product. The new paper application form number is ICC23L681A and is currently available in Forms and Materials, or through your normal ordering channels. The new application form is now required to be used for all applications. If an old form is received, you will be asked to resubmit using the new application. Here’s a list of state-specific form numbers: California (T209LCA23A) Florida (T210LFL23A) Kansas (ICC23L687A) Maine (ICC23L682A) Minnesota (T212LMN23A) Montana (T213LMT23A) North Carolina (T214LNC23A) North Dakota (T208LNA23A) Oklahoma (T215LOK23A) South Carolina (T208LNA23A) South Dakota (T208LNA23A) Virginia (ICC23L682A) Vermont
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, Express Underwriting, final expense, final expense insurance, insurance, Life Insurance, Living Promise, Living Promise Whole Life, mutual of omaha, Mutual of Omaha Insurance Company, omaha, simplified underwriting, United of Omaha, whole life, and whole life insurance.

2024 Long-Term Care Tax Guides

January 8, 2024 | by | Comments Off on 2024 Long-Term Care Tax Guides

As we transition into 2024, we have updated our long-term care tax guides to reflect the most current tax data. In the individual tax advantages guide it discusses the per day limitations, along with the 2024 eligible premium guidelines your client can deduct. There may also be several tax advantages for business owners who purchase a long-term care policy depending on how your client structures their business. Be sure to check out Sales Professional Access for a complete list of all 2024 long-term care tax guides that are available.   If you have any questions, please contact Mutual of Omaha’s
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, MutualCare, MutualCare Solutions, MutualCare Solutions Software, and omaha.

Long-Term Care Year-End Highlights

January 8, 2024 | by | Comments Off on Long-Term Care Year-End Highlights

Look back at some of the updated content from 2023 and be prepared to have conversations that matter with your clients in 2024. The Having the right conversations flyer highlights some of the typical characteristics of a long-term care client, what triggers them to buy, and how they educate themselves about LTCi. Continue the conversation with inflation buy-up benefits, giving your clients the option to adjust their inflation protection anywhere from 1% – 5% based on their financial goals. Then remind your clients we’ll be here to pay their claims with the updated claims flyer spotlighting the benefits paid since
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, MutualCare, MutualCare Solutions, MutualCare Solutions Software, and omaha.

Medicare Solutions – Omaha Family of Companies

January 8, 2024 | by | Comments Off on Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Earn Some Cash in 2024 – Broker Bonus Program Learn how you can get cash for your apps in 2024.   Value-Added Benefits: EyeMed Vision Care Your Medicare supplement policyholders can receive special discounts and pricing on eye care.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Thanks for Another Outstanding Year We appreciate your business in 2023!   Sales Professional Access Navigation: Finding Forms and Materials Discover how to navigate Sales Professional Access and find the materials Mutual of Omaha has created
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.

2024 Quoting Software

January 4, 2024 | by | Comments Off on 2024 Quoting Software

NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes.   As the new year rapidly approaches, make sure you are ready to quote long-term care. Effective January 1, 2024 MutualCare Solutions will no longer be available. If you’re currently using MutualCare Solutions for quoting our long-term care insurance products, we strongly recommend transitioning to WinFlex Web platform at your earliest convenience. WinFlex Web provides a free
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, MutualCare, MutualCare Solutions, MutualCare Solutions Software, and omaha.

Medicare Solutions – Omaha Family of Companies

December 18, 2023 | by | Comments Off on Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Prospecting Materials Available for Your Use Check out the variety of prospecting materials available for your use.   Value-Added Benefits: Amplifon Your Medicare supplement policyholders can receive discounts on hearing care and other valuable services.   Underwriting Reminders Reminders from Underwriting for submitting applications.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   New Regulations in Kentucky and Virginia New regulations to go into effect Jan. 1, 2024 for Kentucky and Virginia.   2024 Materials Now Available You can download or order the 2024
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.

Quote LTC with WinFlex Web

December 18, 2023 | by | Comments Off on Quote LTC with WinFlex Web

NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes.   Beginning January 1, 2024, MutualCare Solutions Desktop software will no longer be available to quote our long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote our products, we encourage you to transition to the WinFlex Web platform as soon as possible. WinFlex Web is free to run quotes and on
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, tax, tax paperwork, and taxes.

California Approves Living Promise Underwriting Enhancement

December 18, 2023 | by | Comments Off on California Approves Living Promise Underwriting Enhancement

The state of California has approved a new underwriting enhancement for our Living Promise whole life insurance product. Effective December 6th, 2023, the following improvement have been implemented: We’ve lowered the age for diabetes for the Graded Benefit Plan to 45. For Transition Rules regarding applications: Electronic and paper applications using the old form must be signed no later than December 20th, and received at the home office by December 31st to be accepted. Electronic and paper applications signed on or after January 1st, 2024, must use the new application form If you have any questions, please contact Mutual of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, Express Underwriting, final expense, insurance, Life Insurance, Living Promise, Living Promise Whole Life, mutual of omaha, Mutual of Omaha Insurance Company, omaha, simplified underwriting, United of Omaha, whole life, and whole life insurance.

Updates to the Book of Business Tool

December 18, 2023 | by | Comments Off on Updates to the Book of Business Tool

The Book of Business download has been enhanced, on Sales Professional Access (SPA) to include a complete list of the inforce Mutual of Omaha policies you have sold now including Prescription Drug Plans and Mutual Income Solutions, effective December 13, 2023. This enhancement will make it even easier to figure out what types of policies your clients may have and prepare to answer any questions. To learn more about the Book of Business feature, review the Book of Business Instructional Flyer.   Updates to the Book of Business Tool   #goldencareagent #mutualofomaha
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Book of business, business download, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

1099 Forms Available on SPA

December 18, 2023 | by | Comments Off on 1099 Forms Available on SPA

Get your 1099s Faster!! As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, tax, tax paperwork, and taxes.