Read Full GoldenCare Newsletter, September 7, 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-dat Check back for our next exciting promotion! Guest Article: “Assisted living occupancy declines at highest rate since April: NIC,” by Amy Novotney, McKnight’s Senior Living Enjoy! Compliance: Reminder: Holiday Telephone Solicitation Bans for September 2020 Industry Updates: From Mutual of Omaha: Update Available: MutualCare® Solutions Software Labor Day Office Closing REMINDER: New Business Rate Refresh and Benefit Changes Updated Marketing Materials Now Available Updated
Read More
Contracting and Appointments – Service Level Update
We previously notified you that we were experiencing delays in the processing of Contracts and Appointments. We remain committed to providing you with updates regarding the timeframe for which work is being processed. As of September 2, 2020, we are currently working on Contracting and Appointment requests that were received between August 13-17. We will continue to update our phone and email reply messages to reflect the timeframe of work being processed. For more information on what we are doing to improve our service levels and how you are able to help, refer to the mid-August Contracting and Appointments Service
Read More
Life Insurance Awareness Month is Here
At the beginning of the year, we shared with you the clear vision we had for 2020. Unfortunately, 2020 had its own plans and our world was turned upside down. One thing; however, remained the same — customers still needed life insurance protection. And with your help, we’ve continued to offer sound planning solutions to help meet the needs of your customers and provided electronic solutions that made it easier for you to do business in today’s world. As we head into September, there’s no doubt this year’s Life Insurance Awareness Month is going to look a little different than
Read More
Life and Annuity Policies Are Now Emailed
In August, Mutual of Omaha began sending emails with links to PDF copies of all Life and Annuity policies. Please note, policies will continue being mailed via the standard paper policy output process in addition to the new email process. Here’s How It Works An email is sent within 24 hours of policy issue The email is sent to the client, the writing agent, the top-level marketer and any authorized user designated by the writing agent or top level marketer with full access in Sales Professional Access (SPA) The email will contain a link to our Secure Message Portal system,
Read More
Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for Delaware, Idaho, Kansas, Missouri, and Montana. Take a Guided Tour of SPA Take a virtual tour of Sales Professional Access to see all the information you have at your fingertips. Dental: Dental Rate Reduction and Multi-Policy Discount Exciting news about a rate reduction on our Dental Protection Plan in Arkansas, Iowa and Michigan and a multi-policy discount in Alaska, Arkansas, Iowa, and Michigan. Medicare Advantage and Prescription Drug Plans: Ready to Sell Status Monitoring Now Available on SPA Are you Ready to Sell Mutual of Omaha’s Rx
Read More
New Sales Idea: Understanding Elimination Periods
It’s important for clients to understand long-term care insurance and how it can be tailored to meet a client’s specific needs. Talking about elimination periods is part of this process. Download our NEW Sales Idea to learn more! If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. New Sales Idea: Understanding Elimination Periods #goldencareagent #mutualofomaha #longtermcare
Read More
Labor Day Office Closing 2020
Mutual of Omaha and its affiliates (United of Omaha & United World) will be closed on Monday, September 7th for Labor Day. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule All Life Cutoff 3:00 PM All LTC Cutoff 3:00 PM Health Cutoff (New Issues) Health Cutoff (Renewals) Direct Deposit (EFT) Available Labor Day, Monday 9/07/2020 Tuesday, 9/08/2020 Tuesday, 9/08/2020 Friday, 9/04/2020 Friday, 9/04/2020 Tuesday, 9/08/2020 Friday, 9/11/2020 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact your Sales Director
Read More
Rate Refresh Partner Allowance Guidelines
Mutual of Omaha is allowing a 6-month period for policyholders to receive the “Partner – Both Issued” allowance when partners are issued policies with two different rates (one issued pre rate refresh, one issued post rate refresh). The rule will only apply if the second partner’s policy is issued within 6 months of the rate refresh effective date. Below are scenarios based on a state with a rate refresh implementation date of September 1, 2020 and a six-month deadline of March 1, 2021. Partner A is issued a policy with old rates. The 15% “Partner – One Issued” allowance applies
Read More
Updated LTC Underwriting Guide
The LTC field underwriting guide has been updated. Review the Power of Attorney change on page 48 by downloading below or order the updated guide via normal ordering channels. LTC Underwriting Guide Need to order supplies? Contact GoldenCare’s Supply Team directly by calling 888-410-7766 or emailing supplies@goldecnareusa.com for updated hardcopy materials! Updated LTC Underwriting Guide #goldencareagent #mutualofomaha #longtermcare
Read More
Producer Incentive Contest Ending Soon
Time’s Running Out! Your Critical Advantage applications must be submitted and placed by August 31st, 2020. Don’t pass up your chance to help your clients get the coverage they need while putting some cool cash in your pocket. You can earn from $150 to $500 just by selling two or more Critical Illness, Cancer and Heart Attack/Stroke applications. So, what are you waiting for? View complete contest details here. Producer Incentive Contest Ending Soon #goldencareagent #mutualofomaha
Read More
