February is American Heart Month

There are so many ways to celebrate American Heart Month this year. When we take care of our hearts as part of our self-care, we set an example for those around us to do the same. One of the best ways to protect your client’s heart this year is by helping them sign up for Heart Attack/Stroke Insurance with Mutual of Omaha. Upon diagnosis of a heart attack, a check is sent to your client, not the health care provider. No receipts or medical bills necessary! Celebrate American Heart Month by checking out Lori’s real-life win and sharing our new
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Important Reminders for Life Application Illustration Requirements

Many of our life insurance products require illustrations with the application for insurance. Underwriting and New Business want to reduce confusion and provide clarity on what is required for revised illustrations. When a Life product requires an illustration, the illustration must match how the policy is issued. When changes are made after the application is submitted, a newly signed illustration marked as revised is required to meet compliance standards. This can be accomplished one of two ways: Any time you create an illustration after the application has been submitted, make sure the “Revised” indicator on the policy options tab is
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

LTCi Rate Adjustments Effective May 1, 2023

Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective May 1, 2023*: Impacted Policy Forms Impacted States LTC04G Utah, Wyoming   For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least 60 days prior to the premium rate increase effective date as outlined above. Along with the premium rate increase notification letters, most policyholders will receive
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

LTC Insurance Opportunities Within the Middle Market

You can help middle market clients customize their long-term care insurance (LTCi) policies to best meet their future needs while maintaining affordability. Use the variety of options available to help customize their long-term care policy so that it reflects their individual needs and lifestyle. Read our middle market LTCi sales idea to help you better understand the middle market potential clients—including their motivations, needs and hesitancies.   LTC Insurance Opportunities Within the Middle Market   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Introducing Mutual of Omaha’s LTC Crown Club!

From the Desk of Amanda Blackburn Do you want to be a top LTC producer with Mutual of Omaha? The LTC Crown Club is not something you want to miss out on, trust me! Be one of the top 10 long-term care producers to have at least $150,000 incentive credits with a minimum placement rate of 60%. If you place among our top 10 long-term care producers in 2023, you will gain top-tier access to LTC resources as a member of the LTC Crown Club. Perks include: Quarterly calls with Mutual of Omaha leadership and direct access to your own
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Top LTC Producers with Mutual of Omaha

Under a Palmetto Moon You and your guest will experience a once in a lifetime trip to enchanting Charleston, and you’ll do it in the lap of luxury. You’ll stay in the award-winning Hotel Bennett in the heart of the city, eat seafood that was in the ocean earlier that day and soak up enough sunshine and Southern hospitality to have you saying “y’all” for months. That’s living life Under a palmetto moon. You don’t want to miss it. HOW TO QUALIFY Be one of the top 10 long-term care producers to have at least 150,000 incentive credits with a
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Make Your Mark on Social Media Learn about social media best practices as well as how to use our compliance-approved posts.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Dental: Dental Solutions – Coverage Your Senior-Age Clients Want and Need Help your clients get the additional coverage they want and need with a dental insurance policy from Mutual of Omaha.   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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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Download the 2023 LTCi Tax Advantages Flyers

There are a lot of advantages to owning a traditional long-term care 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. Let your clients know buying a traditional long-term care insurance policy from Mutual of Omaha offers tax advantages. Also, if you have clients that are small business owners, there may be significant tax savings if they use business dollars
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

New Critical Advantage Social Media Posts

Throughout 2023, be on the lookout for brand new consumer-facing social media posts that will be available for you to share focused on our Critical Advantage product line! Make sure to follow our Mutual of Omaha Brokerage Sales LinkedIn page and join our Facebook group this year so you don’t miss a post. Here’s what you can expect to see: February 3 – Wear Red Day February 4 – World Cancer Day February – American Heart Month May – Stroke Awareness Month June – Alzheimer’s Awareness Month October – Breast Cancer Awareness Month We look forward to providing more material
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions: Association Marketing Discounts

Strength Through Teamwork! We have flyers and brochures to help you tell the story about our how Mutual Income Solutions 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. 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.   Mutual Income Solutions: Association Marketing Discounts   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).