We’re pleased to have Mutual of Omaha’s Advanced Markets Specialist, Stephen Alloy join us for TWO special webinar presentations this week! SECURE 2.0 Act & the LTC Industry Join us for a discussion around the LTC portions of the Act and how it may impact the LTCi industry. Register by clicking below: Wed, Mar 8, 2023 11:00 AM Central Unique Tax Advantages of Traditional LTCi Attend the learn the tax-saving potential of a traditional Long-Term Care insurance policy. Register by clicking below: Thurs, Mar 9, 2023 2:00 PM Central View Our Full Webinar Schedule Questions or help registering? Call the GoldenCare Marketing
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GoldenCare Newsletter | February 20, 2023
Read Full GoldenCare Newsletter, February 20, 2023 Edition In this GoldenCare Newsletter Edition From GoldenCare: LTCi Industry Updates featuring Steve Moses Wed, Mar 1, 2023 2:00 PM to 3:00 PM CST Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and have your favorite tools available at your fingertips! Click here to DOWNLOAD our electronic business card, and enter to win a $100 Amazon.com Gift Card! PROMO TIME!
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You’re Invited | LTCi Industry Updates with Steve Moses
There have been so many changes and developments – this webinar is NOT TO BE MISSED! Steve will share his bird’s eye view of the Long-Term Care insurance industry, including the latest news on the WA state payroll tax and updates on the various states considering legislation to address the high costs of LTC (similar to WA Cares Act). He’ll also share his insight into the SECURE 2.0 Act and how it may draw additional interest to LTC insurance from consumers. Wed, Mar 1, 2023 11:00 AM Central Space is limited — Register Now! This event is packed with
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Reminder: Method of Payment Form When filling out a Medicare supplement application, remember to fill out the Method of Payment form. Dental: Aging-In Postcard Available for Prescription Drug Plans Prepare to talk to your newly Medicare-aged clients about prescription drug coverage, with our aging-in postcard. #goldencareagent #mutualofomaha
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February is American Heart Month
There are so many ways to celebrate American Heart Month this year. When we take care of our hearts as part of our self-care, we set an example for those around us to do the same. One of the best ways to protect your client’s heart this year is by helping them sign up for Heart Attack/Stroke Insurance with Mutual of Omaha. Upon diagnosis of a heart attack, a check is sent to your client, not the health care provider. No receipts or medical bills necessary! Celebrate American Heart Month by checking out Lori’s real-life win and sharing our new
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Important Reminders for Life Application Illustration Requirements
Many of our life insurance products require illustrations with the application for insurance. Underwriting and New Business want to reduce confusion and provide clarity on what is required for revised illustrations. When a Life product requires an illustration, the illustration must match how the policy is issued. When changes are made after the application is submitted, a newly signed illustration marked as revised is required to meet compliance standards. This can be accomplished one of two ways: Any time you create an illustration after the application has been submitted, make sure the “Revised” indicator on the policy options tab is
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LTCi Rate Adjustments Effective May 1, 2023
Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective May 1, 2023*: Impacted Policy Forms Impacted States LTC04G Utah, Wyoming For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least 60 days prior to the premium rate increase effective date as outlined above. Along with the premium rate increase notification letters, most policyholders will receive
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LTC Insurance Opportunities Within the Middle Market
You can help middle market clients customize their long-term care insurance (LTCi) policies to best meet their future needs while maintaining affordability. Use the variety of options available to help customize their long-term care policy so that it reflects their individual needs and lifestyle. Read our middle market LTCi sales idea to help you better understand the middle market potential clients—including their motivations, needs and hesitancies. LTC Insurance Opportunities Within the Middle Market #goldencareagent #mutualofomaha
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Introducing Mutual of Omaha’s LTC Crown Club!
From the Desk of Amanda Blackburn Do you want to be a top LTC producer with Mutual of Omaha? The LTC Crown Club is not something you want to miss out on, trust me! Be one of the top 10 long-term care producers to have at least $150,000 incentive credits with a minimum placement rate of 60%. If you place among our top 10 long-term care producers in 2023, you will gain top-tier access to LTC resources as a member of the LTC Crown Club. Perks include: Quarterly calls with Mutual of Omaha leadership and direct access to your own
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GoldenCare Newsletter | February 7, 2023
Read Full GoldenCare Newsletter, February 8, 2023 Edition In this GoldenCare Newsletter Edition From GoldenCare: GTL’s Critical Cash Thurs, Feb 9, 2023 2:00 PM to 2:30 PM CST Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and have your favorite tools available at your fingertips! Click here to DOWNLOAD our electronic business card, and enter to win a $100 Amazon.com Gift Card! PROMO TIME! Check back soon.
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