It’s that time of year again! A new year means a new tax guide from Mutual of Omaha Advanced Markets! The advisor 2022 tax guide will help you plan for your clients throughout the year. A separate client-approved version is available for use with the public, but this one can be a valuable reference tool for you. Keep in mind that the taxes we will all file this Spring are for 2021 and therefore will use the 2021 tax figures. The 2022 updated pieces will help with future planning starting right now. Call us in Advanced Markets if we can
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Good News | Download Omaha’s 2022 LTCi Tax Flyers
Updated LTCi 2022 Tax Advantages Flyers There are a lot of advantages to owning a traditional long-term care insurance policy. It helps people remain in their homes as long as possible, ensures parents won’t have to rely on their kids to take care of them, and provides protection for a retirement nest egg. But there’s another important advantage… the potential to save on federal and state income taxes. Mutual of Omaha’s LTCi tax advantages flyers are now updated with the 2022 eligible deduction amounts. In case you missed it… Download the 2022 Tax Flyers #goldencareagent
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Mutual Income Solutions Placement Rating – Will Your Client Be Approved?
Sometimes it’s hard to know whether or not your client will be approved for Disability Income Insurance during your initial conversation with them. However, there are some things that should know to better qualify the applicant. For example, did you know that one of the most common reasons your client may be automatically declined is because of their build? Before filling out an official application, read through our new flyer to help increase your placement rate. Mutual Income Solutions Placement Rating – Will Your Client Be Approved? #goldencareagent #mutualofomaha #disability
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Long-Term Care Time Service Update
Mutual of Omaha would like to thank you for your Long-Term Care business and the trust you put in us. We are aware that our Long-Term Care application service levels are not where you expect them to be. With our commitment to providing you the quality of service you have come to expect, we are hiring and training additional case managers to help with the workload to ensure your business is handled properly and as quickly as possible. In addition, due to the recent Omicron COVID-19 variant, our Long-Term Care vendor partners are experiencing delays in time service. Significant staffing
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NEW: Consumer-Approved Newspaper Ad
Are you trying to grow your LTCi book of business with an association, local community or HOA? Use this brand new consumer-facing ad to help get your name in front of prospects.* The ad is available in 1/4 (4.25″ x 5.5″) page and 1/2 (8.5″ x 5.5″) page layouts. Contact our Sales Support team at sales.support@mutualofomaha.com or 1-800-693-6083 to receive the digital files. * Print and/or media fees are not the responsibility of Mutual of Omaha. NEW: Consumer-Approved Newspaper Ad #goldencareagent #mutualofomaha
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Get the Most For Clients with a Long-Term Care Rider
United of Omaha’s LTC Rider follows what is known as a reimbursement rider model, other life insurance companies have LTC riders that use an indemnity model. Knowing the difference is important. With our reimbursement rider, the client can take up to the full monthly benefit as long as they have qualifying expenses. We don’t restrict based on HIPAA limits. Your clients will have to prove expenses to get reimbursed, but because there is no HIPAA limit, they may be able to take more benefit from our rider than from a company with a 1x HIPAA limit. Read more about the
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SPA Okta Registration Required
The final registration deadline for Okta is extended to February 24, 2022. We encourage you to register for Okta immediately, to avoid business disruption. Okta is a two-factor authentication process. SPA login credentials cannot be shared. Before registering for Okta make sure your contact information on SPA is current. The contact information on file will be used for authentication. Step 1: Verify Contact Information on SPA Log on to Sales Professional Access (www.mutualofomaha.com/broker) In the upper right-hand corner, select the image of the person Select “Profile” Review your information Update as needed your email address, mailing addresses and/or phone numbers
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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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 Review the upcoming rate adjustments for Arizona and Mississippi. 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: Level Copays for Insulin Mutual of Omaha Rx Premier plan offers lower out-of-pocket costs for clients’ insulin. #goldencareagent #mutualofomaha
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Important Announcement! | Action Required! Important Security Changes On Mutual of Omaha SPA
Action Required: Changes To Sales Professional Access Effective January 22, 2022, Mutual of Omaha will be changing the way distribution securely accesses their network and applications on Sales Professional Access (SPA) by implementing a new platform called Okta. Okta enables enhanced security to better protect sensitive company and customer data, and utilizes multi-factor login to discourage sharing credentials. IMPORTANT: To avoid business disruptions, you must register for Okta prior to January 22, 2022. First, make sure your contact information on SPA is current. The contact information on file will be used for authentication when registering for Okta. After migration on
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GoldenCare Newsletter | January 10, 2022
Read Full GoldenCare Newsletter, January 10, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: Live StrateCision Comparison Tool Demo Thurs, Jan 13, 2022 10:00 AM to 10:30 AM 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! Our
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