As we move into September and Life Insurance Awareness Month, make sure you’re aware of opportunities to meet all your client’s needs. September is an excellent time to have the life insurance conversation with clients and prospects, but you may be able to meet more of your client’s needs by asking about their solution for income protection in the case they become sick or injured and are unable to work. Use the Creating a Cross-sell with Life Insurance Sales Idea flyer to help you determine how to best position disability income insurance to your life clients and prospects during Life
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Now on Facebook AND LinkedIn!
Social media is an important facet in running your business and interacting with clients. We value your business and therefore want to provide you with top-notch content for the platforms you and your audience use the most. Follow us on Facebook and LinkedIn to stay up to date on all things Brokerage Sales including marketing materials, consumer content, announcements and more! If you have any questions, please refer to this FAQ or reach out to your usual Mutual of Omaha contact. Facebook — Click Here to join our Group. Please remember this group is for verified producers of Mutual of
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Agent Service, agent support, brokerage, brokerage sales, Brokerage Sales Team, Customer Service, insurance, LinkedIn, mutual of omaha, Mutual of Omaha Insurance Company, omaha, United of Omaha, and United World.
Agent Service, agent support, brokerage, brokerage sales, Brokerage Sales Team, Customer Service, insurance, LinkedIn, mutual of omaha, Mutual of Omaha Insurance Company, omaha, United of Omaha, and United World.
Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. There’s a Lot to Like about Mutual of Omaha and Med Supp This year, we have lowered rates in 10 states to be even more competitive. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Don’t Forget Mutual of Omaha’s Contact Card Not sure who to contact at Mutual of Omaha with your questions? Check out our comprehensive contact card! Help Your Clients Get Started with Customer Access Help your clients set up Customer Access so they can easily manage their account with
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ClearCert: New LTCi Training Certification Tool
Effective August 25, 2022, Mutual of Omaha enlisted the services of ClearCert for Long-Term Care training certification requirements. What is ClearCert? ClearCert is an import tool that allows us to track certifications. Training certifications will automatically be uploaded and recorded in the Mutual of Omaha Producer Services system if the vendor they completed the Long-Term Care training through is a ClearCert subscriber. The automated process will ensure a faster turnaround time for both the contracting and underwriting processes and align with state training requirements This new process will apply to all states except the 10 listed below: Connecticut District of
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The Importance of DI for Self-Employed Clients
Self-employed individuals want to forge their own path. They have control over their schedule and who they want to work with. What they can’t control is when they might become sick or injured and are unable to work, denying them of their livelihood. Help self-employed clients understand how important disability income insurance is to their financial portfolio – after all their income is likely their most important asset. Use our Protecting Self-Employed Individuals Sales Idea to help you position Mutual Income Solutions to these clients. View the Sales Idea: Protecting Self-Employed Individuals. The Importance of DI for Self-Employed Clients
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Flexibility Helps Keep IULs Simple
With Indexed Universal Life policies from United of Omaha, we provide the utmost flexibility. Sure, we offer insurance policies with death benefit, cash value accumulation and tax advantages, BUT did you realize we also offer riders that truly impact clients lives, like: The Guaranteed Refund Option Rider The Long-Term Care Rider, and The Chronic Illness Rider All of these options can help clients with a variety of financial goals find the best solution that suits their unique needs. If you have questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or sales.support@mutualofomaha.com Flexibility Helps Keep IULs
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Inforce LTCi Rate Adjustments Effective November 1, 2022
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 November 1, 2022: Impacted Policy Forms Impacted States LTC04G Mississippi, Wyoming LTC04I Mississippi, Washington, Wyoming LTC04I7 Mississippi, Washington, Wyoming LTC09M Mississippi, Washington, Wyoming LTC06UI Mississippi, Washington, Wyoming LTC09U Mississippi, Washington, Wyoming LT50, NH50, HCA, NHA & LTA North Carolina For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying
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LTCi Advanced Markets Podcast
Listen to the latest Advanced Markets Podcast to hear Stephen Alloy and Corri Campbell discuss the long-term care insurance industry, our cost of care tools, and how we may be entering enter the Golden Age of LTC. Listen now. View the Tools Discussed here: Rising Costs of Long-Term Care Services → LTCi Conversations → If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. LTCi Advanced Markets Podcast #goldencareagent #mutualofomaha
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Creating a Critical Advantage Cross-Sell
As you work with clients to create a custom life insurance solution, take advantage of the opportunity to position Mutual of Omaha’s Critical Advantage portfolio products. Learn how this portfolio acts as a complement to the client’s current coverage and how the products can help replace lost income, pay health insurance deductibles, and even cover the cost of household expenses. View the Offer Critical Advantage when Selling Life Insurance Sales Idea. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Creating a Critical Advantage Cross-Sell #goldencareagent #mutualofomaha
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Get to Know Mutual Income Solutions Underwriting
Mutual Income Solutions℠ Underwriting Our goal is to provide the best possible offer of disability income insurance to help protect your client’s income. Each case is carefully evaluated based on three underwriting criteria: Occupation Depending on your client’s job duties, we’ll designate an occupational risk class. Health A health interview and medical tests may be required depending on the benefits applied for. Income Financial underwriting determines your client’s income in order to set the policy’s maximum monthly benefit. Learn more about Mutual Income Solutions Underwriting in this short video: You can also reach the Mutual Income Solutions Underwriting team for
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