Upcoming WinFlex Desktop Illustration Software Discontinuation

June 23, 2020 | by | Comments Off on Upcoming WinFlex Desktop Illustration Software Discontinuation

Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: CI, critical advantage, critical illness, disability, Disability Choice, disability income, Disability Income Insurance, express, HAS, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, Lump Sum, Lump Sum Cancer, Lump Sum Cancer Heart Stroke, mutual of omaha, omaha, and United of Omaha.

Holiday Telephone Solicitation Bans for the month of July 2020

June 23, 2020 | by | Comments Off on Holiday Telephone Solicitation Bans for the month of July 2020

Please be aware of the following US holiday telephone solicitation bans for the month of July 2020: On both Friday, July 3, 2020 and Saturday, July 4, 2020: Alabama, Louisiana, Pennsylvania, Rhode Island, Utah, and Mississippi prohibit unsolicited marketing calls to residents in observance of Independence Day. On Friday, July 24, 2020: Utah prohibits unsolicited marketing calls to residents in observance of Pioneer Day. Holiday Telephone Solicitation Bans for the month of July 2020   #goldencareagent #mutualofomaha
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Categories: Industry News and Mutual of Omaha (& Affiliates).
Tags: bans, compliance, holiday, insurance, mutual of omaha, omaha, telephone, and United of Omaha.

IUL Express and GUL Express e-App Training

June 22, 2020 | by | Comments Off on IUL Express and GUL Express e-App Training

IUL Express and GUL Express can now be submitted via the iPipeline e-Application. This means a faster and more accurate process for both you and your clients. Plus both products feature Automated Underwriting, Mutual of Omaha’s point-of-sale instant decision process. Ready to submit an application? First, make sure you are using a preferred and up-to-date browser (details below). If you aren’t familiar with the iPipeline application flow the best place to start is with our training videos below. Preferred Browsers Please make sure you are using the current version of one of the preferred browsers below. Chrome Firefox Edge Safari
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: guaranteed universal life, guaranteed universal life express, GUL, GULE, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, mutual of omaha, omaha, pending cases, and Underwriting'.

Medicare Solutions – Omaha Family of Companies

June 22, 2020 | by | Comments Off on Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View Upcoming Rate Adjustments–AL, IL, NC, NV, OH, PA, TN, VA, WA, WI.   NY Rate Filing Notice View filing notices for NY.   July 2020 Rate Release View Rate Release information for the following states: Alaska, Arizona, California, Connecticut, Minnesota, North Dakota, and Rhode Island.   2020 Marketing Credits Program View information about our Marketing Credits Program.   Mutual Matters is Available on SPA View information on our Mutual Matters quarterly publication.   #goldencareagent #mutualofomaha
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Categories: Dental, Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Dental, dental insurance, insurance, medicare, Medicare Advantage, mutual of omaha, omaha, Omaha Insurance, Omaha Supplemental Insurance Company, OSIC, PDP, Prescription Drug Plans, and Rx.

Reach Out to Self-Employed Clients

June 22, 2020 | by | Comments Off on Reach Out to Self-Employed Clients

Reach out to your self-employed clients and discuss income protection. Disability income Insurance is the most overlooked and misunderstood of the major forms of insurance. Take a look at your business. Maybe you’ve sold a customer a one of Mutual of Omaha’s life or long-term care policies. You’ve already established yourself and developed a level a trust. Use disability income insurance to build upon that foundation. A loss of income due to an accident or sickness, even for a few months, may close the door on their dream of being a self-employed business owner. For more information, check out the
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, disability income, income protection, insurance, LIFE Happens, mutual of omaha, and omaha.

LTC Issue Age Restriction Lifted in Select States

June 22, 2020 | by | Comments Off on LTC Issue Age Restriction Lifted in Select States

As the stay-at-home orders begin to lift and local businesses start to reopen, we are happy to announce that Mutual of Omaha is also lifting some restrictions on LTC applications where the ability to obtain face-to-face interviews has improved. With this good news, beginning June 15, 2020, Mutual of Omaha will accept LTC applications for clients age 65 and over in the following states: Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maryland, Mississippi, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, West Virginia, Wisconsin and Wyoming. We
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: Coronavirus, COVID-19, interview, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, pandemic, Underwriting Guide, underwriting guidelines, Underwriting', and virus.

Updated LTC Underwriting Guide

June 22, 2020 | by | Comments Off on Updated LTC Underwriting Guide

Announced in our select state age restriction lift communication, our process for face-to-face assessments has changed. Please see pages 57-58 for the detailed information:   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.   Updated LTC Underwriting Guide   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: interview, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, Underwriting Guide, underwriting guidelines, and Underwriting'.

Updated Next Steps Flyer

June 22, 2020 | by | Comments Off on Updated Next Steps Flyer

Your client has applied for a LTCi insurance policy and you want them to be aware of what will happen next before they can be approved for coverage. Use this Next Steps Flyer to go over what to expect in the LTCi application process with your clients, including when to expect a face-to-face assessment will be scheduled.   If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.   Updated Next Steps Flyer   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: interview, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, and Underwriting'.

Understanding the Value of a Care Coordinator

June 22, 2020 | by | Comments Off on Understanding the Value of a Care Coordinator

Arranging for long-term care services is no easy task. Wouldn’t it be great if your clients and their loved ones had someone they could count on to guide them every step of the way? The Long-Term Care Rider on our fully-underwritten Indexed Universal Life products offers care coordination services at no additional cost. So when a client initiates a claim, they have immediate access to a licensed health-care professional who will assess their situation, develop a personalized plan of care and help arrange for services. During the sales process, it is important to help your understand how the rider works
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, mutual of omaha, omaha, and United of Omaha.

Fully Underwritten IUL on Speed eTicket

June 22, 2020 | by | Comments Off on Fully Underwritten IUL on Speed eTicket

We are working to add our fully-underwritten IUL products (Income Advantage IUL and Life Protection Advantage IUL) to the dropdown on the iPipeline screen. In the interim, please follow these instructions as a workaround. Submit your application as if you were submitting a Term Life Answers (TLA) drop ticket application In the Special Requests section on the Producer Information screen, please specify the IUL product being applied for (either Income Advantage IUL or Life Protection Advantage IUL) The application will be submitted to the Home Office as a TLA application (both products use the same base application) The Home Office
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, mutual of omaha, omaha, and United of Omaha.