Coming Soon to New York: Mutual Income Solutions

Coming Soon to New York: Mutual Income Solutions You will soon be able to help protect your New York clients’ income in ways you never could before with our new disability income insurance product — Mutual Income Solutions℠.   The Need for Disability Income Insurance Clients rely on their incomes to meet their financial needs. A disability income insurance policy helps replace a portion of their incomes if they’re sick or injured and unable to work. It’s financial protection that helps them focus more on their recovery and less on how they’ll cover expenses.   How Mutual Income Solutions Stands
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions: The Cost of Coverage

Families may face significant changes when the household’s primary wage earner is sick or injured and unable to work. There are bills to pay and other financial obligations to meet. Without the income they rely on, how can the family make ends meet? The cost of coverage is more affordable than they may think. Market to the right clients and learn how to position the product in our Sales Idea.   Mutual Income Solutions: The Cost of Coverage   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Tips For Long-Term Care Applications

Our underwriters know your LTCi clients aren’t just a list of diagnoses, and they rely on you to tell them more. They encourage you to paint a picture about your clients’ health, cognitive status and lifestyle. Because the more you can tell them, the better the chance for a positive underwriting outcome. You can do that by gathering as much information as possible from your clients, including: Recent doctors’ visits, lab tests, etc. Any diagnoses they’ve received Learning about any tests, recent surgeries or physical therapy Documenting medications they take Information about their physical and social activities Confirming they have
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Close the Sale Faster with Automated Underwriting

With Automated Underwriting, you receive a point-of-sale decision day or night with your clients. The process is simple — use the iPipeline iGO e-App on your IUL Express, Living Promise, and Term Life Express applications and it will automatically go through Automated Underwriting. Looking for e-App training, or simply want to understand the process better? Check out our e-App training videos. They walk you through each step of the process – or you can skip ahead to the specific section you need. IUL Express Living Promise Term Life Express Find these helpful resources and more on mutualofomaha.com/simple. No need to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

How Does Disability Insurance Protect Mortgages?

Working professionals rely on their income to pay for monthly expenses, to save for their children’s education, retirement, and so on. That’s where Disability Income Insurance comes into play. Disability Income Insurance protects your clients from more than a loss of income. It protects their lifestyle. A Mutual Income Solutions policy is great for those looking for the ability to cover their mortgage payments, especially if they become sick or injured and unable to work. Click here for more information on how you can offer your clients the coverage they’ll want and the protection they need.   How Does Disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

1099 Form(s) Coming to SPA

Great news, 2022 1099s will be available through Sales Professional Access (SPA) for all producers. Please note: if the producer has a Compensation PIN assigned for SPA already, they will not be able to view their 1099 without their compensation pin. We wanted to give all of you the heads up before we send a general announcement in February. 2022 1099s will be mailed to all producers, details are still being finalized for when producers will be able to consent to receiving and viewing 1099s electronically on SPA. For producers consenting to receive 1099s electronically, 1099s for 2023 reporting in
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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.   Medicare Supplement Premium Savings Help your clients save money with cost-sharing Plan N and High Deductible Plan G.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Earn Marketing Credits Now Our 2023 Marketing Credits program is in full swing. Learn how you can get some extra cash back into your pocket!.   Dental: Dental Solutions for Your Clients Mutual of Omaha offers flexible Dental options that your clients will smile about.   #goldencareagent #mutualofomaha
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Updated Mutualcare Solutions E-App Guide – Available Now

Note Important new changes to the MutualCare Solutions E-App guide. In an effort to protect data, there is an update in the LTC eSignature Authentication process; When the client clicks the link from the email, they must authenticate themselves by entering certain fields. Now, there is a limit on the number of times the client may attempt to authenticate. If the client fails to successfully answer the authentication prompts 5 times in a row, he/she will be “locked out”. At this point, producer or the upline may unlock the client’s access by re-sending the signature email. After the producer/upline has
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

New ways to grow your business in 2023

Let’s get it going in 2023 As you embark on another successful sales year, you can count on Mutual of Omaha to provide you and your producers with more tools and resources to help grow your business. Watch for details on how Mutual of Omaha will further support your sales efforts in 2023: A new e-App storefront that allows your producers to seamlessly transition between Med supp, prescription drug plan, and dental sales, and view the cases they submit A case monitoring system to easily track cases and provide access to producers’ books of business Expansion of competitively priced Medicare
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Advanced Markets Minute – January 2023

SECURE 2.0 Welcome to the Advanced Markets Minute in both print and audio form. Today we’re going to discuss key provisions of Division T of the Consolidated Appropriations Act of 2023, better known as SECURE 2.0 Listen Now   After widespread bipartisan support, the long discussed SECURE 2.0 has passed both houses of Congress and was signed into law by President Biden on December 29, 2022 Just like the SECURE Act of 2019 made significant changes to retirement accounts, SECURE 2.0 implements many more changes and expands on some changes made by the original Act. The new law has close
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).