As a reminder, effective March 1, 2021, the other than applied processes listed below have been updated. Declined Spouse: When both spouses apply and one is declined, underwriting will issue the approved spouse with a reduction in partner allowance percentage and remove Shared Care, if applicable. No hold will occur. Rate Class or Benefit Selection with Shared Care: When one or both spouses are approved other than applied due to rate class or benefit selection, a communication is sent to the application designated contact notifying them of the required changes. We will hold issue for 7 days. Underwriting Evidence: When
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adustments in Connecticut, Arizona, North Dakota, West Virginia and Georgia. 2021 Med Supp Buyer’s Guide is Available You can download the 2021 buyer’s guide, Choosing a Medigap Policy: A Guide to Health Insurance for People with Medicare now. Med Supp Broker Bonus Program Changes New states added to the Med supp broker bonus program effective May 1, 2021. New Medicare Supplement Plans in California, North Dakota and Illinois Offer your clients in California, Illinois and North Dakota new competitive Medicare supplement rates effective May 25, 2021. #goldencareagent #mutualofomaha
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Dental, Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Dental, dental insurance, insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.
Dental, dental insurance, insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.
Introducing Mutual Insights
This week we are debuting our brand-new video podcast web series, Mutual Insights. These videos will serve as an opportunity to hear from key home office employees at Mutual of Omaha; and a new way to get to know the faces of the people you may be talking to over the phone every day. Throughout the video series, you’ll hear from experts in the field of Underwriting, Marketing, Distribution, Sales Professional Access & Technology, and many more. These videos will be available to re-watch later on mutualofomaha.com/simple. In our first episode, you’ll meet Mandi Keller. Mandi is a manager in
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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Updated Mutual Income Solutions Materials
From the Desk of Michael Prothe The 2nd quarter is off to a great start and we want to thank you for business submitted in 2021! Please remember that all case management for the Mutual Income Solutions DI is accessed through the “live dashboard” link at www.mutualincomesolutions.com New product, underwriting and dashboard guides are available using the links below. Product Guide Underwriting Guide Dashboard Guide Remember, May is DIAM — Disability Insurance Awareness Month. The marketing team has created great content for producers and consumers, so start planning now. Michael Prothe Sales Director DI Brokerage Sales (800) 693-6083 Contact
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Express Underwriting vs Simplified Underwriting
The Critical Advantage Portfolio offers benefits that are easy to see. We all know someone who has been diagnosed with cancer, had a heart attack, or suffered from a stroke. Mutual of Omaha can offer your clients a streamlined application process with easy knock-out questions and express or simplified underwriting. But what is the difference between express & simplified underwriting? Express Underwriting: Simple yes/no knock-out questions for face amounts of $50,000 and below. Simplified Underwriting: Simple yes/no knock-out questions with the addition of Medical Information Bureau and Pharmaceutical inquiry, and random telephone interviews for face amounts of $51,000-$100,000. You
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Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).
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We’ve Made it Easier to Help Clients Preserve Their Estate
Selling an indexed universal life insurance product with a Long-Term Care Rider has never been easier. The Long-Term Care Rider can now be submitted using our iPipeline e-App system! When you submit an e-App, you won’t have to worry about missing a question or form — the system ensures you submit your application in good order. The Long-Term Care Rider is a great way to help clients preserve their estate. Many people work a lifetime to accumulate assets to pave the way for a comfortable retirement and to leave an inheritance for their children. Long-Term Care services, however, can quickly
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
express, indexed universal life, insurance, IUL, IUL Express, IULE, life, Life Insurance, life policies, living benefits, LTC Rider, mutual of omaha, Mutual of Omaha Insurance Company, omaha, simplified underwriting, and United of Omaha.
express, indexed universal life, insurance, IUL, IUL Express, IULE, life, Life Insurance, life policies, living benefits, LTC Rider, mutual of omaha, Mutual of Omaha Insurance Company, omaha, simplified underwriting, and United of Omaha.
Help Your Clients Stay at Home
Some clients considering an LTCi policy believe the benefits would only cover services provided in care facilities. And since they don’t plan to go to a care facility, they may think they don’t need to purchase long-term care insurance. By walking through how LTCi provides in-home services, you can help clients feel more secure in their purchase of an LTCi policy… and, possibly help keep them in their home longer. Download the Sales Idea to learn more! Help Your Clients Stay at Home #goldencareagent #mutualofomaha
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New Association Marketing Materials
We’ve updated our Association Marketing materials. Our new flyers and brochures are a great way for you tell the story about our how long-term care products can benefit association members. Getting Started This brochure provides some of the key reasons and ways you can grow your business by working with associations, including products you can offer. The Guidelines This flyer lists association requirements and provides a step-by-step association approval process, from submitting a proposal to receiving approval. For more details and additional materials, visit our dedicated Association Marketing page on Sales Professional Access. New Association Marketing Materials
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments in North Carolina, South Dakota, Missouri, Montana, and Kentucky. The Medicare Supplement Industry Summit Learn about the 12th Annual Medicare Supplement Industry Summit September 8-10, 2021. Save Time. Go Online. Try our Medicare Supplement e-Application tool today. #goldencareagent #mutualofomaha
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Dental, Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Dental, dental insurance, insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.
Dental, dental insurance, insurance, Med Supp, medicare, Medicare Solutions, Medicare Supplement, Medicare Supplements, Medigap, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, and OSIC.
Three Policies to Fit Your Needs
Mutual of Omaha’s Critical Advantage Portfolio offers policies with a number of flexible benefits and options. Within the portfolio, we offer three different policies. While these policies may be different from one another, they all offer coverage that will allow your clients to quickly see their value. Below is a list of each policy, some of its features, and how they differ from one another. Critical Illness Issue Ages — 18-64 or 18-54 (Term) Base Benefit — Lump-sum payment, Return of Premium upon Death, No Reduction of Benefits at any age 100% Covered Conditions — Internal Cancer or Malignant Melanoma,
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