NEW! Phone number for financial professionals

May 12, 2021 | by | Comments Off on NEW! Phone number for financial professionals

NEW! Phone number for financial professionals We heard you, loud and clear. We pride ourselves on being good listeners. It’s how we align our products and processes with your needs. That’s why we’re excited to announce a new dedicated phone number for you and your team. NEW! dedicated phone line for financial professionals: 833-365-0329 Now you can look forward to: One phone number to access all your annuity and life insurance servicing needs, from new business to claims and everything in between Simple phone menu options – only listen to options applicable to you! Prioritized queuing – get your call
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Categories: Industry News, Life Insurance, and Securian.
Tags: agent support, Financial Professional, Financial Professionals, insurance, Life Insurance, Minnesota Life, Producer, Producer Support, protection, sales support, SecureCare, SecureCare UL, Securian, Securian Financial, Securian Life, and Securian Life Insurance Company.

Enhance Existing Disability Coverage

May 3, 2021 | by | Comments Off on Enhance Existing Disability Coverage

Mutual Income Solutions will provide you with a great opportunity to meet clients who have disability income insurance through their employer. Most group insurance plans may pay up to 60% of their client’s income. If they were to become sick or injured and unable to work, would that be enough to cover their monthly expenses? If your client’s answer is no, then offer them our Mutual Income Solutions product that could provide an additional amount of up to 70%. Use this flyer to help enhance their existing disability coverage.   To learn more about Mutual Income Solutions, our new income
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, income protection, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.

Mutual Income Solutions – Understanding Underwriting

May 3, 2021 | by | Comments Off on Mutual Income Solutions – Understanding Underwriting

Having trouble understanding our Underwriting process for Mutual Income Solutions? We’ve created a training series video to provide you with comprehensive information regarding our eligibility, employment requirements, and medical guidelines. Check it out by clicking here or on the image below! Remember to visit www.mutualincomesolutions.com for more information about Mutual Income Solutions, our new income protection solution.   Mutual Income Solutions – Understanding Underwriting   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, income protection, insurance, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.

Children’s Whole Life Case Study Flyers

May 3, 2021 | by | Comments Off on Children’s Whole Life Case Study Flyers

There are several important reasons for parents and grandparents to buy life insurance for their children. It can cover costs associated with an unexpected loss and it can help protect a child’s future insurability. Plus, it’s affordable! Here are some key features of Children’s Whole Life: Available for ages 14 days to 17 years Available in face amounts of $5,000 to $50,000 Simplified application No medical underwriting and limited health questions Rates never increase with age and benefits never decrease Builds cash value Allows additional policies to be purchased in the future without evidence of insurability Use our Protect Future
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Childrens Whole Life, final expense, insurance, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, protection, United of Omaha, whole life, and whole life insurance.

Get A Quote Now! Mutual Income Solutions DI

April 19, 2021 | by | Comments Off on Get A Quote Now! Mutual Income Solutions DI

The Mutual Income Solutions quote and e-Application allow you to quote and complete disability income insurance applications online. Start A New Quote Before getting started, be sure to disable pop-up blockers and be sure you are using Chrome. Go to mutualincomesolutions.com Scroll down the page and find the link to Live Dashboard Click Start New Quote on the dashboard. If you’re looking for a previously saved quote, click the Go To Dashboard link at the bottom of the quote screen. Complete the Personal Information and Plan Information fields. Select Optional Riders and Discounts. You may enter the information in any
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, illustration, income protection, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, protection, and quote.

Mutual Income Solutions Highlight Sheet

April 19, 2021 | by | Comments Off on Mutual Income Solutions Highlight Sheet

There can be a lot to cover when discussing our new disability income insurance policy, Mutual Income Solutions. By using our consumer-facing highlight sheet, you’ll be able to start the conversation with your clients about how this important insurance policy can help replace a portion of their income if they’re sick, injured or unable to work.   To learn more about Mutual Income Solutions visit www.mutualincomesolutions.com for more information about our new income protection solution.   Mutual Income Solutions Highlight Sheet   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, income protection, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.

A Real Life Case: Winning a Protection-Focused IUL Sale

April 16, 2021 | by | Comments Off on A Real Life Case: Winning a Protection-Focused IUL Sale

A member of our Sales Team was recently approached by a brokerage manager. They were in competition with another broker for a protection-focused IUL sale on a 61 year old Preferred Plus male. Here’s what the competitor was showing: The competitor policy had a $5,250,000 face amount and a single premium of $1,105,000. The competitor policy would carry to age 103 using their max illustrated rate of 6.60%. On the guaranteed side, the competitor’s policy carried to age 83. Here’s what our Life Protection Advantage IUL showed for the same face amount and single premium: Our policy would carry to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: competition, competitor, indexed universal life, insurance, IUL, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, protection, protection-focused, and United of Omaha.

7702 – Product changes and transition rules

April 7, 2021 | by | Comments Off on 7702 – Product changes and transition rules

7702 changes Background With the passage of the Consolidated Appropriations Act of 2021 on December 27, 2020, a change was made to Section 7702 of the Internal Revenue Code. This change outlined several requirements permanent life insurance policies must meet in order to qualify as a life insurance contract for tax purposes The change affects the life insurance industry by replacing the statutory interest rate assumptions (from 1984) from a previously hard-coded 4% rate to a floating rate. These changes will impact the limits associated with definitions of life insurance in the Guideline Premium Test, Cash Value Accumulation Test and
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Categories: Industry News, Life Insurance, and Securian.
Tags: insurance, IUL, Life Insurance, Minnesota Life, protection, SecureCare, SecureCare UL, Securian, Securian Financial, Securian Life, and Securian Life Insurance Company.

Securian: maximize your client’s LTC benefit pool

April 7, 2021 | by | Comments Off on Securian: maximize your client’s LTC benefit pool

Pro tip: maximize your client’s LTC benefit pool When you’re trying to find the best LTC product for a client, there’s often a temptation to do an apples-to-apples comparison between different carriers. But when you design a SecureCare Universal Life policy to match a competitor’s, you may miss out on the sweet spots. SecureCare tends to offer clients the most value when it uses an even-year benefit duration – and our 6-year benefit duration does the best from there. Just to give you an idea, here’s a hypothetical example for a 62 y/o male (NT, single) showing a $100K single-pay
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Categories: Industry News, Life Insurance, and Securian.
Tags: insurance, Life Insurance, Minnesota Life, protection, SecureCare, SecureCare UL, Securian, Securian Financial, Securian Life, and Securian Life Insurance Company.

View our Webinars Anytime!

March 30, 2021 | by | Comments Off on View our Webinars Anytime!

We want to take a moment to thank all of those who are able to attend one or all of our first quarter webinars. We’re committed to helping you grow your disability income insurance sales with Mutual Income Solutions. This product will help your clients understand that disability income insurance is affordable coverage that helps replace the loss of an income. Did you miss one or all of our webinars? No worries, we have all of our webinars available for playback. In January, we talked about the need for income protection. When your clients may not realize that their income
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, disability, disability income, income protection, insurance, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.