Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. Earn Some Cash in 2024 – Broker Bonus Program Learn how you can get cash for your apps in 2024. Value-Added Benefits: EyeMed Vision Care Your Medicare supplement policyholders can receive special discounts and pricing on eye care. Upcoming Rate Adjustments View upcoming rate adjustments for various states. Thanks for Another Outstanding Year We appreciate your business in 2023! Sales Professional Access Navigation: Finding Forms and Materials Discover how to navigate Sales Professional Access and find the materials Mutual of Omaha has created
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2024 Quoting Software
NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes. As the new year rapidly approaches, make sure you are ready to quote long-term care. Effective January 1, 2024 MutualCare Solutions will no longer be available. If you’re currently using MutualCare Solutions for quoting our long-term care insurance products, we strongly recommend transitioning to WinFlex Web platform at your earliest convenience. WinFlex Web provides a free
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Reminder: Critical Advantage Sales in New Mexico to be Discontinued
Reminder, effective Monday, January 1, 2024, the sale of the Critical Advantage portfolio will be discontinued in the state of New Mexico. Effective Date January 1, 2024 Impacted States New Mexico Transition Rules Critical Advantage applications in New Mexico must be signed by the customer and received in the home office by December 22, 2023. Any applications signed or received after December 22, 2023 (regardless of date received) will not be accepted. We will not make any exceptions to these dates. Applications for Critical Advantage in NM must be signed on or before and received in the home office by
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Inforce LTCi Rate Adjustments Effective March 1, 2024
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 March 1, 2024 impacting the states of Georgia, Alabama and Delaware. Policy Forms Impacted – Georgia & Alabama LTC04G, LTC0417, LTC04I, LTC06UI, LTC09M, LTC09U Policy Forms Impacted – Delaware LTC06UI For details on yearly rate adjustment percentages, view the supplemental grid. Policyholder Notification Process Policyholders will receive a letter notifying them at least 60* days prior to the premium rate
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states. Prospecting Materials Available for Your Use Check out the variety of prospecting materials available for your use. Value-Added Benefits: Amplifon Your Medicare supplement policyholders can receive discounts on hearing care and other valuable services. Underwriting Reminders Reminders from Underwriting for submitting applications. Upcoming Rate Adjustments View upcoming rate adjustments for various states. New Regulations in Kentucky and Virginia New regulations to go into effect Jan. 1, 2024 for Kentucky and Virginia. 2024 Materials Now Available You can download or order the 2024
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Quote LTC with WinFlex Web
NOTE: This communication was sent to Mutual of Omaha agents not affiliated with GoldenCare or American Independent Marketing (AIM). Agents with their Mutual of Omaha LTC appointments through GoldenCare and/or AIM may continue using the MutualCare® Solutions Desktop Software to generate premium quotes. Beginning January 1, 2024, MutualCare Solutions Desktop software will no longer be available to quote our long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote our products, we encourage you to transition to the WinFlex Web platform as soon as possible. WinFlex Web is free to run quotes and on
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California Approves Living Promise Underwriting Enhancement
The state of California has approved a new underwriting enhancement for our Living Promise whole life insurance product. Effective December 6th, 2023, the following improvement have been implemented: We’ve lowered the age for diabetes for the Graded Benefit Plan to 45. For Transition Rules regarding applications: Electronic and paper applications using the old form must be signed no later than December 20th, and received at the home office by December 31st to be accepted. Electronic and paper applications signed on or after January 1st, 2024, must use the new application form If you have any questions, please contact Mutual of
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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Updates to the Book of Business Tool
The Book of Business download has been enhanced, on Sales Professional Access (SPA) to include a complete list of the inforce Mutual of Omaha policies you have sold now including Prescription Drug Plans and Mutual Income Solutions, effective December 13, 2023. This enhancement will make it even easier to figure out what types of policies your clients may have and prepare to answer any questions. To learn more about the Book of Business feature, review the Book of Business Instructional Flyer. Updates to the Book of Business Tool #goldencareagent #mutualofomaha
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Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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1099 Forms Available on SPA
Get your 1099s Faster!! As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be
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Thank You For A Successful Long-Term Care Awareness Month!
Long-Term Care Awareness Month has come to an end but it’s important to keep the planning discussion going with your clients. Long-term care insurance is a critically important product and service Mutual of Omaha provides. When you help customers obtain and use long-term care insurance, you’re selling more than just a product – you’re making a difference. Continue to have the right conversations and thanks again for making LTCi a priority for your clients. Thank You For A Successful Long-Term Care Awareness Month! #goldencareagent #mutualofomaha
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