The state of Iowa requires the completion of the education course “Introduction to Indexed Products” prior to taking applications for any Indexed Universal Life products. Please ensure a copy of the course completion certificate is submitted to Mutual of Omaha’s contracting and licensing department. When submitting an e-App in the state of Iowa you will notice a blue informational box regarding Iowa’s requirements. There is an additional yes/no question on the application asking for confirmation if you have completed the required certification. If you have not completed the certification you will need to do so before submitting Indexed Universal Life
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New Sales Idea: LTCi vs. Medicare and Medicaid
Many people think that Medicare and Medicaid are synonymous with long-term care insurance. However, relying on either of these government run programs will most likely leave your clients and prospects without the level of care they need or expect. If you know the primary benefits of LTCi over Medicare and Medicaid, it can help you make the sale and help your clients make sure they’re protected now and into the future. View the Sales Idea flyer. New Sales Idea: LTCi vs. Medicare and Medicaid #goldencareagent #mutualofomaha
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Medicare Solutions – Omaha Family of Companies
Dental: Our Dental Solutions Make sure you are providing your Medicare clients options for all their health care needs, at a price that fits their budget. Prescription Drug Plans: New PDP e-App Electronic Enrollment Guide Available Use our new PDP eApp Enrollment Guide to assist you in using Mutual of Omaha’s new 2022 PDP eApplication. #goldencareagent #mutualofomaha
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Advanced Markets: More Satisfied Customers
More Satisfied Customers We all know that success in our business depends on creating satisfied customers who come back to you for more products and services, and also refer new customers to you. Wouldn’t it be nice if you had some clear advice…maybe even some assistance…on how to create those satisfied customers? Well, an unexpected source may have given you an opportunity. Although life insurance ownership has declined over the last 30 years, and customer satisfaction tends to decline once the policy is delivered, a recent study from J.D. Power and Associates shows that all of that may be changing.
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Supplement Employee Benefits
As we head into the end of the year, many employers are presenting their employee benefit plans. Now is a good time to discuss with your clients about the benefits of having an Individual Disability Income policy that they can take with them if their employer changes. Your clients can also benefit from additional coverage to enhance their existing coverage. Start the conversation today. Watch the video by clicking here or below: Supplement Employee Benefits #goldencareagent #mutualofomaha #disability
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New Sales Idea: Middle Market Clients
There are a variety of options available to help with long-term care planning. While each may have unique benefits for your client, when it comes to the middle market, standalone LTCi may make more sense. View the Sales Idea flyer. New Sales Idea: Middle Market Clients #goldencareagent #mutualofomaha
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IULs Designed with Simplicity in Mind
At Mutual of Omaha, we don’t believe that you need fancy (and oftentimes confusing) crediting strategies in order to offer your clients upside potential. By using only one index and a straightforward, annual point-to-point crediting method, our products are easier for you to explain to your clients. Life Protection Advantage, our protection focused IUL, offers coverage projected to age 120 at competitive premiums, and an option to guarantee coverage to age 90. Income Advantage, our accumulation focused IUL, builds competitive cash values* due to its lower charge structure, and has strong index loan provisions. Learn more about our fully-underwritten indexed
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Updated Underwriting Guidelines Available
The Life Insurance Underwriting Guidelines have been updated and are now available to order. All materials are available to view/download through SPA or can be ordered through your normal channels. If you have questions, please contact your Account Executive or Sales Director. Updated Underwriting Guidelines Available #goldencareagent #mutualofomaha
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Bookmark This Website!
Do you need quick access to Mutual Income Solutions product information? Bookmark the link below for valuable underwriting information, sales ideas, training videos and access to the e-application platform. Mutual Income Solutions Website Bookmark This Website! #goldencareagent #mutualofomaha #disability
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License and Appointment Additions Made Easier
Effective immediately, Marketers and Producers no longer need to call or email to add or update a license. Up to date license information will be synced daily, ensuring the appropriate appointments are reflected in our system. Auto-Updates: Up to date license information, including newly obtained licenses will load automatically for each state a producer is licensed in Contactless Experience: With an automatic license load, Marketers and Producers will no longer need to take time to submit a request for their information to be added or updated in our system Improved Underwriting Flow: Applications will no longer be held up due
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