Flexibility of the Guaranteed Refund Option Rider

The flexibility of our Income Advantage IUL and Life Protection Advantage IUL can benefit your business clients with the Guaranteed Refund Option rider. This no-cost rider can help provide them with cash surrender options when planning for the future of their company, whether they are planning for: Key Person insurance Cross-Purchase Buy-Sell Arrangement Business Succession Planning These are just a few scenarios that may help business clients who need the flexibility of IULs from United of Omaha.   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   Flexibility of
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

The Value of a Care Coordinator – John’s Story

Real People. Real Stories. John’s Story The Value of a Care Coordinator The best way to understand how long-term care insurance can benefit your clients is through stories from our policyholders. Here’s how having a policy made a real difference for John and his wife, Susan. John’s Story – View the Flyer   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.   The Value of a Care Coordinator – John’s Story   #goldencareagent #mutualofomaha
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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.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Reminder: Method of Payment Form When filling out a Medicare supplement application, remember to fill out the Method of Payment form.   Dental: Aging-In Postcard Available for Prescription Drug Plans Prepare to talk to your newly Medicare-aged clients about prescription drug coverage, with our aging-in postcard.   #goldencareagent #mutualofomaha
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

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).