Your clients’ income helps them meet their financial obligations. With disability income insurance protection, you’re less likely to rely on your savings or dip into a retirement account to help make ends meet. Our disability product, Mutual Income Solutions, cross-sells well with Life insurance and long-term care insurance. When selling these two products to your clients, use our postcard to leave behind or send it out later to get your clients thinking about how they will protect their income if they become sick or injured and unable to work. Help Clients Protect Their Income #goldencareagent #mutualofomaha #disability
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The Mutual Income Solutions Highlight Sheet
Learning all the ins and outs of Mutual of Omaha’s disability income insurance policy, Mutual Income Solutions, can seem daunting for consumers. That’s where our consumer-facing highlight sheet comes in! Use the highlight sheet to start the income protection conversation with your clients. Discuss how this important insurance policy can help replace a portion of their income if they’re sick, injured or unable to work and show them all of the optional benefits that can be used to customize their policy to fit their unique needs. The Mutual Income Solutions Highlight Sheet #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions – Get to Know the Consumer Product Brochure
You know that a solid financial plan starts with your clients’ ability to earn an income. That’s why their income is likely to be their most valuable asset – even more so than their house, car or savings – and why it’s so important to help them protect their income. The Consumer Product Brochure is a simple way to help explain the concept of disability income insurance to your clients. It provides a brief overview of the need for disability income insurance, contains a ‘benefits for you’ worksheet and gives a high-level breakdown of what the Mutual Income Solutions product
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Mutual Income Solutions – Protecting Your Clients’ Mortgages
Your clients rely on their incomes to meet a lot of needs. It’s no surprise that a high percentage of their monthly income goes toward everyday needs – the biggest financial commitment being a mortgage payment. Help your clients understand that disability income insurance protects more than their income – it can protect their lifestyle, including where they live. Learn more about how to position Mutual of Omaha’s disability income insurance product, Mutual Income Solutions, as a solution for mortgage protection in this short video. Mutual Income Solutions – Protecting Your Clients’ Mortgages #goldencareagent #mutualofomaha #disability
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Mutual Income Solutions – Get to Know the Optional Benefits
Mutual of Omaha’s disability income insurance product, Mutual Income Solutions, builds on Mutual of Omaha’s more than 100 years’ experience providing income protection solutions to our customers. With a maximum monthly benefit of up to $20,000 per month, Mutual Income Solutions provides flexible or customizable coverage to meet your clients’ needs and help protect their lifestyle. When it comes to customization, there are many different ways for you to create a custom solution to meet your client’s needs. From renewability options, to elimination periods, you can view the all the customizable options in the Mutual Income Solutions Product Guide. One
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Mutual Income Solutions Marketing Resources
Mutual of Omaha launched Mutual Income SolutionsSM in October 2020. With a maximum monthly benefit of up to $20,000 per month, our new product provides flexible and customizable coverage to meet your clients’ needs and help protect their lifestyle. The product also has numerous marketing materials to help highlight: The need for disability income insurance How disability income insurance helps build a complete financial strategy Customizable options for key industries Solutions to fit self-employed individuals and entrepreneurs Learn more about the marketing materials available in this short video. Want to learn even more about what Mutual Income Solutions has to
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Updated MIS Dashboard User Guide
The quote and e-App tools for Mutual Income Solutions make it easy to get business issued. Provide your client an accurate rate quote. Submit the e-App. Check for a notification that your client’s coverage has been issued. It’s that simple. And fast! Over the past year, we’ve made numerous enhancements to the Mutual Income Solutions Dashboard to make the tool even easier and more convenient to use. You can find all the enhancements featured in the updated Dashboard User Guide. To get started using the dashboard, visit www.MutualIncomeSolutions.com. Updated MIS Dashboard User Guide #goldencareagent #mutualofomaha #disability
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MIS Dashboard: New Payer Flow Functionality
Mutual of Omaha has added an additional payer flow for Mutual Income Solutions applicants. Applicants now have the option to provide their payment information at the time of policy acceptance as well as at the time of application. After completing Parts A and deciding to complete Part B now or send to the client, you’ll have the option to select whether you’ll complete the payment information now (during the application) or complete at policy acceptance. If you select ‘Complete Now’, the payor screen will appear in the producer e-App and the flow will match what you’re used to seeing. If
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Now Available: Secure Message Portal Flyer for Consumers
The Secure Message Portal is a tool used by Mutual Income Solutions policyholders to complete their application and view important messages from Mutual of Omaha. The Secure Message Portal Flyer has been created to help you and policyholders navigate first-time access to the Secure Message Portal. It provides step-by-step instructions for accessing the portal, signing in and completing any required tasks. View the Flyer Here Use this flyer one-on-one with clients or provide to them for additional assistance. You can access the flyer through your normal ordering channels. Now Available: Secure Message Portal Flyer for Consumers #goldencareagent #mutualofomaha
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Supplement Employee Benefits
As we head into the end of the year, many employers are presenting their employee benefit plans. Now is a good time to discuss with your clients about the benefits of having an Individual Disability Income policy that they can take with them if their employer changes. Your clients can also benefit from additional coverage to enhance their existing coverage. Start the conversation today. Watch the video by clicking here or below: Supplement Employee Benefits #goldencareagent #mutualofomaha #disability
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