As we head into 2025, we’ve made updates to our long-term care tax guides, ensuring you’re well-equipped with the latest tax information. These updates include comprehensive revisions to the LTC Agent Guide, as well as the Tax Advantages for Business Owners and Tax Advantages for Individuals flyers. The updated guides are available for download via Forms and Materials or and Sales Professional Access (SPA). These updated resources will help you stay informed to help clients make well-informed decisions about long-term care planning in the new year. Take a look at the updated guides on SPA by clicking here. – Tax
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Reminder: Key Deadlines for Mutual Income Solutions
As we prepare for the discontinuation of disability income insurance sales effective January 18, 2025, please note the following important updates: Applications (both Paper Part A and Paper Part B applications) must be completed in full and submitted to the home office by January 17, 2025. This means you must submit both parts of the application before the deadline. Incomplete or delayed submissions will not be accepted after January 17, 2025. Pending business will continue to be processed as normal, and case status can be found at mutualincomesolutions.com or case monitoring on Sales Professional Access. The DI Bonus Program ends
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Happy 62nd Anniversary to Wild Kingdom!
Celebrating 62 Years of Wild Kingdom! Mutual of Omaha’s Wild Kingdom premiered on January 6, 1963, making this the 62nd anniversary of that premiere! The beloved show was a pioneer in the nature/adventure genre, featuring wild encounters and insightful commentary from expert hosts, Marlin Perkins, Jim Fowler and Peter Gros. Since its debut, Wild Kingdom has engaged viewers with an exploration of wildlife and our natural world, and it remains one of the most loved and respected wildlife programs in television history. Engage with Clients To celebrate with us, watch the Season 1 Episode 1 of “Myths and Superstitions”
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Reminder: Important Information Regarding Our Disability Income Product
After a comprehensive strategic review of our individual disability income product, Mutual Income Solutions, we have made the difficult decision to discontinue disability income insurance sales in all states effective January 18, 2025. Our review considered many factors including the continued evolution of the disability income insurance marketplace and lower than expected sales year-over-year. It is important we periodically evaluate our strategic opportunities and ensure alignment with our long-term growth strategy and that’s why decisions like this are never easy. As a Fortune 500 company with consistent A+ ratings, Mutual of Omaha remains committed to protecting our policyholders and investing
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Enhanced Long-Term Care Illustration for California Now Available in Winflex
We are pleased to announce that the updated Long-Term Care illustration for California is now available in Winflex. This new version includes a refreshed design and is tailored specifically for producers quoting in California. The update provides improved functionality and clarity, making it easier to generate accurate and compliant illustrations for clients in California. Key Changes: A more streamlined layout for better presentation. Adjustments to meet California-specific requirements. Enhanced user experience for a more efficient quoting process. Be sure to log in to Winflex today and start utilizing these new features to help clients in California prepare for their future
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We’ll Be Here to Pay Your Claims!
When the need for long-term care services arises, our policyholders can count on us. They know their Mutual of Omaha long-term care insurance policy will help them pay for covered services. They also know our claims representatives are here to guide them every step of the way. Our Claims Value piece provides an overview of our claims paid, along with a look into who needs care, where care is given, and why people need care. Check it out today! If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. We’ll
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Having Conversations That Matter
People are skeptical about long-term care insurance and probably have some unanswered questions. This gives you the perfect opening to address the options available to help pay for long-term care services – self-funding, government programs and long-term care insurance. Understanding their concerns allows you to be prepared to answer questions and turn nonbuyers into buyers. Use our Having Conversations that Matter Flyer as a quick reference resource to help ensure you don’t miss any indicators of a possible need. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Having
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Underwriting Reminder Producers no longer need to provide a list of medication information on Med supp applications. Editing an e-Application After Submission Producers can go back into an e-Application and make edits, corrections, and updates. Washington Update Updated plan offerings in Guaranteed Issue situations for Washington. Earn Marketing Credits for 2025 Learn more information on how to earn marketing credits with your submitted business. Dental: Dental Prospecting Pieces Mutual of Omaha has a variety of customizable prospecting materials to help educate your potential clients on the importance of dental insurance. #goldencareagent #mutualofomaha
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Tips for Utilizing Case Monitoring for Long-Term Care
For LTC policies, Case Monitoring is a great tool that can be utilized for receiving regular case status updates from your LTC case manager. Case Monitoring contains all general status information and includes details such as applicant demographics, policy numbers, premiums, benefits, case details, outstanding application requirements, requirements ordered, completed requirements, case manager details and more. Navigating Sales Professional Access (SPA) and Case Monitoring Once logged into SPA, hover over Producer Tools tab on the top navigation bar and click Case Monitoring under the Reporting column. This will bring you to a search screen where you will have a couple
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. We are Passionate about the Senior Health Market We are dedicated to the senior health market, making it easier and more efficient to do business with Mutual of Omaha. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Senior Health Podcasts Available Listen to our monthly senior health solutions podcast to gain insight into Mutual of Omaha’s services, policies, and industry trends. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Upcoming SPA Guide Available Our Sales Professional Access (SPA) Guide
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