Underwriting Tip: Owner and Beneficiary Relationships

We offer a variety of simplified issue Express life insurance products to help meet your clients’ needs. It’s important for you to be aware of the acceptable owner/beneficiary relationships. Acceptable Owner/Beneficiary Relationships include: Spouse, Fiancée, Domestic Partner Parent Child Life Insurance Trust Acceptable Beneficiary-Only Relationships (not as owner) include: Estate Siblings Grandparents and Grandchildren Close Relatives by Marriage (in-laws) Ex-spouse Any other Owner/Beneficiary relationships will not be approved. Get this information and other important underwriting information in our Underwriting Guide. And, to learn more about our simplified issue Express products, visit mutualofomaha.com/simple.   Underwriting Tip: Owner and Beneficiary Relationships  
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Basics of DI Underwriting

Unfortunately, many Americans are totally unprepared for the financial hit that a sickness or injury can bring. If your clients don’t have disability income insurance, then their financial portfolio may be at risk. When you are helping clients think about income protection you need to understand how eligibility is determined by your client’s occupation, medical history and income. View Know the Basics flyer.   Basics of DI Underwriting   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustment View upcoming rate adjustment for North Dakota.   June Rate Release-DC, IN, NJ, WY View June 2020 Rate Release for District of Columbia, Indiana, New Jersey, and Wyoming.   Dental: Spotlight on Dental-Our Product View information on our Dental product.   #goldencareagent #mutualofomaha
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Categories: Dental, Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Holiday Telephone Solicitation bans for the month of June 2020

Please be aware of the following US holiday telephone solicitation bans for the month of June 2020: On Monday, June 1, 2020: Alabama prohibits unsolicited marketing calls to residents in observance of Jefferson Davis Day. On Wednesday, June 3, 2020: Louisiana prohibits unsolicited marketing calls to residents in observance of Confederate Memorial Day. On Sunday, June 14, 2020: Pennsylvania prohibits unsolicited marketing calls to residents in observance of Flag Day. Holiday Telephone Solicitation bans for the month of June 2020   #goldencareagent #mutualofomaha
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Categories: Industry News and Mutual of Omaha (& Affiliates).

Omaha Now Ranked #300 On Fortune 500 List

We improved our position on Fortune Magazine’s 500 list. We moved up to No. 300.  #fortune500   #mutualofomaha     Mutual of Omaha Improves Position on Fortune 500 List   #goldencareagent #mutualofomaha #fortune500
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Categories: Accident Insurance, Critical Illness, Dental, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Heart Attack & Stroke Insurance Lets Your Clients Focus on Treatment

The numbers are overwhelming, but According to the American Heart Association, every 40 seconds someone in the US suffers a heart attack or a stroke. But, studies also show more people are also surviving these diseases more than ever before. With a Heart Attack & Stroke policy from the Critical Advantage Portfolio, you can help your clients: ✔ Replace lost income ✔ Pay health insurance deductibles and co-pays ✔ Keep up with ongoing living expenses like groceries and house payments Take this opportunity to talk to your clients about the costs a stroke can have on them and their family.
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Three Express Solutions – Which Should Your Client Choose?

At United of Omaha, we offer a variety of Express life insurance solutions. While each solution is a little different, they all have one thing in common – they all use simplified underwriting. Simplified underwriting means: No blood or urine No paramed exam No lengthy health inquiries This simplified process makes our Express portfolio ideal for clients who are looking to get coverage issued quickly. When it comes to the individual product solutions, it’s important to know the features and benefits of each product. Use our side-by-side comparison of Indexed Universal Life Express, Guaranteed Universal Life Express, and Term Life
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

DI Training Webinars

As a financial professional, you’ve likely seen how much income protection helps when someone needs it the most. Disability Insurance Awareness is a great time to learn about income protection and for you to talk to your clients about how disability income insurance can protect their lifestyle, their assets and most importantly, their family. We’re hosting a series of training webinars this month, so put the webinars on your calendar today. To join simply click “join now” on the webinar schedule, no registration needed. View DIAM webinar schedule.   DI Training Webinars   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Financial Advisors Help Build Wealth – You Can Help Protect It

Financial Advisors Help Build Wealth — You Can Help Protect It Leave this flyer behind when meeting with financial advisors to help them start the conversation of LTCi insurance with their clients.   Financial Advisors Help Build Wealth – You Can Help Protect It   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

A Real-Life Story – Our Cancer Product Makes the Sale

Recently, an agent met with a married couple in their mid-40s who manage a used furniture business. To save money, the couple purchased a high-deductible health plan. Once they heard of a friend’s cancer diagnosis, they thought about what would happen to their finances if either of them was in the same situation. The agent told them how a policy from the Critical Advantage℠ Portfolio provides a cash payment upon diagnosis of a covered condition. The couple purchased a Mutual of Omaha Cancer policy with a $100,000 benefit amount. Having the policy reassured the couple that they wouldn’t have to
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).