Enhancements Coming to the Book of Business Tool

As many of you know, you can get a complete list of your in-force policy information in one easy-to-sort file, using Mutual of Omaha’s Book of Business download tool, on Sales Professional Access (SPA). Effective August 30, you will notice some additional enhancements we have made to the Book of Business download tool including the following: Additional data elements when there is a second writing producer on a policy, to match the elements for the base producer Annual Premium, Current Interest Rate, Flat Extra Amount additional fields Additional details in the Plan Type description for Medicare supplement Be sure to
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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).

Labor Day Office Closing 2023

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, September 4th in honor of the Labor Day holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long-Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Labor Day, Monday 9/07/2023 Tuesday, 9/5/2023 Tuesday, 9/5/2023 Friday, 9/1/2023 Friday, 9/1/2023 Friday, 9/8/2023 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact
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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).

Contacting Sales Support Made Easy

A brand-new, easy-to-use improvement to the Senior Health and Income Wealth and Planning Sales Support phone lines was implemented on Thursday, August 10th. This new update allows callers to efficiently reach sales support representatives. Calling 800-693-6083 now will present a new menu of options – and all it takes is one button press to get connected with a member of our team: Dial 1 for a directory of departments (for needs such as underwriting, service on an existing policy, contracts and appointments, commissions, or tech support). Dial 2 for Medicare supplement, Medicare Advantage, dental or prescription drug plans. Dial 3
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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).

Know the Difference Between MutualCare Secure Solution and MutualCare Custom Solution

Whether you’re new to selling LTCi or have been at it for years, understanding the difference is key to better serving your clients. MutualCare® Secure Solution is a traditional long-term care policy that allows people to plan ahead for their long-term care needs. By adding this measure of security to their retirement portfolio, they know that a portion of their long-term care expenses will be covered. MutualCare® Secure Solution is perfect for: Customers who are looking for easy-to-understand benefits and the security of knowing they have some measure of asset protection Agents who like a product with simple design and
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Living Promise Now Provides Even More Protection

United of Omaha’s Living Promise whole life insurance product helps policyholders protect their loved ones from the cost of their final expenses. And now, Living Promise provides even more protection! Effective August 16, 2023, the following changes have been implemented: Level Benefit Plan maximum face amount increased to $50,000 Graded Benefit Plan is available in Arkansas We’ve lowered the age for diabetes for the Graded Benefit Plan to 45. (except in CA, the age is 50) Marijuana is no longer considered an “unlawful drug” for the purposes of the application and underwriting For Transition Rules regarding applications: Electronic and paper
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Inflation Protection

It’s without question that the cost of healthcare will rise in the coming years. Helping your clients fight inflation is a great way to ensure they have the coverage needed as they age. Inflation Protection The current maximum monthly benefit and remaining policy limit increase annually by the percentage the insured selects The increase occurs on each policy anniversary date for the length of time the insured selects – either for the life of the policy or for a limited period of time Inflation Protection Buy-Up Option The buy-up option is only available on MutualCare® Custom Solution policies Each year,
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Start Earning Marketing Credits for 2024 Start 2024 off on the right foot by earning Marketing Credits with Mutual of Omaha.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Our e-App Training Video is Now Available Learn more about the e-App storefront with our in-depth training video.   Dental: Update to Florida Dental Insurance Rates We have lowered the Florida rates in our Dental Product and Rate Guide.   Prescription Drug Plans: Get Ready to Sell 2024 PDP Plans Be certified ready to
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

GoldenCare Newsletter | August 7, 2023

  Read Full GoldenCare Newsletter,  August 7, 2023 Edition In this GoldenCare Newsletter Edition From GoldenCare: The Next Round of InstaPIVOT™ Enhancements Are Live! The next round of enhancements are live on our exclusive STC Underwriting Tool, InstaPIVOT™! Be sure to join us Thursday next week (8/17) for a demonstration.   OmniFlex: Power in Personalized Plan Designs Wed, Aug 9, 2023 10:00 AM  to  10:30 AM CDT     OmniFlex™ Short-Term Care Available In Two Additional States On June 22 the OmniFlex™ product launched, and already we have an exciting announcement! Effective June 26th, the plan was approved for sales in two
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Categories: GoldenCare News, Guarantee Trust Life, Industry News, Long-Term Care, Manhattan Life, Medicare Supp./Adv., Mutual of Omaha (& Affiliates), National Guardian Life, OmniFlex, Short-Term Care, and Thrivent.

Great News! Automatic Bill Pay is Accessible

Beginning August 7, 2023, existing policyholders will be able to sign up for Automatic Bill Pay for all modes (monthly, quarterly, semi-annually, or annually) in various ways. For policies issued between 1987 and 2003 Policyholders can log in to Customer Access and complete their billing mode change under the “Billing” tab or Call Customer Service at 1-877-845-0872 to request mode changes For policies issued 2004 and later Policyholders can complete and return the Benefit Change Request Form and Electronic Funds Transfer Authorization along with a voided check or Call Customer Service at 1-800-921-9334 to request mode changes Please note, Automatic
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

LTC Sales Contest — Earn a Bonus!

An LTC Sales Bonus Is Within Reach! There’s nothing quite like earning a bonus. Knowing that you did what it takes to go above and beyond to earn a little extra for yourself feels really good. And in this case, you’ll also feel good knowing that you’re helping protect your clients from the unexpected financial burden that can result from not having long-term care insurance. It’s a win-win! So get excited, because a bonus is within your reach! We’re having an LTC Sales contest that can help you earn yourself a 5% bonus! Here’s what you need to know: Only
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).