Sales Professional Access Case Monitoring Enhancement

Mutual of Omaha is continually evaluating opportunities to improve our business processes and tools to help you get your applications issued quicker. We are excited to announce a new case monitoring enhancement. Effective February 16, 2020, the case monitoring dashboard on Sales Professional Access has been updated to display more accurate and detailed requirements. Examples of the new Requirement Headings are illustrated below (click to enlarge):   As always, if you have any questions regarding your case status or any outstanding requirements, please reach out to Case Management at 800-275-5528.   Sales Professional Access Case Monitoring Enhancement   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

GoldenCare Newsletter | February 17, 2020

Read Full GoldenCare Newsletter, February 17, 2020 Edition In this GoldenCare Newsletter Edition From GoldenCare:   Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training.  Stay up-to-date on all the latest and greatest in the industry.    For a list of current topics and to get in on the discussion Click Here. Update Your Contracts LTCCEO Updates: Be sure you’ve got the latest version!  Double click “Check for Updates” on your desktop to receive the latest update or call us at 800-842-7799! Happy Selling! Current Promotion: Check back for our next exciting promotion!
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Categories: GoldenCare News, Guarantee Trust Life, Industry News, Long-Term Care, Mutual of Omaha (& Affiliates), National Guardian Life, and Securian.

LTC Commission Timing and No Cash with Application Update

Beginning February 23, compensation will be paid at the time the first premium payment is received, all Post Issue Requirements (PIRs) are complete and the case is considered placed. Applications signed on or after this date will be effective on the date the policy is issued. Date of application will no longer be a coverage effective date option. As we implement these changes, there are important dates and details to remember: February 23, 2020 Policies issued will be effective on the date of issue. Replacement cases will still have the option to elect a date after policy issue. Initial premium
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Save Time with the DI Tele-Application!

The DI tele-app facilitates a faster application process, you don’t have to ask medical questions, and reduces the need for call-backs to your customers by allowing our trained nurses to gather your clients’ medical information. Advantages of the DI Tele-app Simplifies the sales process for both the agent and the client Don’t have to ask awkward medical questions Quicker issue time Fewer attending physician statements Client answers medical questions only once by a trained nurse regarding activities, health habits, occupation(s), and medical history Materials Available Next Steps brochure If you have any questions, please contact Mutual of Omaha’s Sales Support
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Legacy Rate Adjustments Effective May 1, 2020

Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha, and we intend to remain a key player in this market for years to come. To fulfill this commitment, we actively monitor emerging industry trends and make any adjustments necessary that enable us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective May 1, 2020: Block of Business Impacted States LT50, NH50, HCA, NHA & LTA Hawaii   For a complete rate history, see the state approval grid on Sales Professional Access. Policyholder
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

iGO e-App Training

If you’re looking for an even faster way to submit business, use our iGO (in Good Order) e-App featuring Automated Underwriting for Living Promise and Term Life Express. Both of these online applications ensure you have the right forms and all required fields are highlighted in yellow preventing mistakes and saving you time. Even better? We also offer Automated Underwriting on Living Promise and Term Life Express e-Apps so you will receive an instant underwriting decision while you’re with the client. Want to learn more? Watch our agent training videos below. > Living Promise Email Signature Method > Living Promise
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Help Clients Understand Their IUL Express Allocation Options

The accumulation value within an Indexed Universal Life Express (IUL Express) policy earns interest at a rate that is calculated based on the performance of a market index. If you use the IUL Express Easy Solve, the 100% participation rate crediting strategy will be selected, but your clients also have additional crediting strategy options. Your clients can choose from three crediting strategies, all based on the performance of the S&P 500, as well as a fixed account. This allows them to tailor their policy based on how they believe the index will perform. Clients can choose to allocate all of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Medicare News – Omaha Family of Companies

Medicare Supplement: Upcoming March Rate Adjustments View upcoming rate adjustments for Kentucky and Pennsylvania.   Upcoming Rate Adjustment View upcoming rate adjustments for Hawaii, Mississippi and Texas.   Rate Release for March 2020 View March 1, 2020 Rate Releases in Illinois, Iowa, Nebraska, South Dakota and West Virginia.   Spotlight on Dental- Our Product Our dental insurance may be the answer to your clients healthcare needs.   New Med Supp Customer eNewsletter In January Mutual released a new e-Newsletter exclusively for their Medicare supplement policyholders. Learn more.   Medicare Advantage and Prescription Drug Plans: Prescription Drug Plan Commissions There has
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Getting Into the Hearts and Minds of Long-Term Care Buyers

Getting Into the Hearts and Minds of Long-Term Care Buyers At Mutual of Omaha, our goal is to help you find the right people to talk to about long-term care insurance – those who are most likely to buy a policy from you. In an effort to identify the right people, we initiated a research project to get into the hearts and mind of long-term care insurance buyers. We wanted to know who they are, why they buy (and why they don’t) and what steps they take to educate themselves before making a buying decision. We also wanted to know
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

A Short Video Approved for Use With Consumers

This short video tells a compelling story. Use it to get people thinking about the future and talking about their potential need for long-term care services. Show it in a face-to-face setting. Include it as a kick-off to an LTC seminar. Attach it to an email prior to meeting with a client. Use it to generate interest to people will want to meet with you. Be sure to show the correct version — the one that’s approved for use with consumers in your state. View the flyer.   A Short Video Approved for Use With Consumers   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).