Simplified Issue Life: Weekly Time Service Update

From the Desk of Marty Johnson Mutual of Omaha would like to thank you for your business! We are very appreciative of the amount of business we have received, and continue to receive, due to your commitment and partnership. Due to the unprecedented volume of new business, our Simplified Issue Life Underwriting team is experiencing delays in time service. However, we remain committed to providing you the quality service you have come to expect. To accommodate this, we are increasing our staff and working overtime on nights and weekends to ensure your business is handled properly, and as quickly as
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Simplified Issue Life: Weekly Time Service Update

From the Desk of Marty Johnson First, and foremost, Mutual of Omaha would like to thank you for your business. We are very appreciative of the amount of business we have received, and continue to receive, due to your commitment and partnership. Due to unprecedented volumes of new business, our Simplified Issue Life Underwriting team is experiencing delays in time service. However, we remain committed to providing you the quality service you have come to expect. To accommodate this, we are increasing our staff and working overtime on nights and weekends to ensure your business is handled properly, and as
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Express Time Service Update

From the Desk of Marty Johnson Recently I informed you we were experiencing processing delays for Simplified Issue business. At this time, we continue to receive unprecedented volumes of new business, which is leading to extended service levels. I want to reiterate; we remain committed to providing the quality service you have come to expect. We are addressing this issue by increasing our staff, and reallocating internal resources where applicable to assist. Additionally, our underwriting team continues to work extra time on nights and weekends to ensure your business is handled as quickly as possible. We continue to focus on
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

IUL Express Producer Training Video

Our IUL Express producer training video provides you with everything you need to know about the product, including the product features, who the target market is, how the indexing options work, the additional options available and more. Watch the Producer Training Video now > >   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   IUL Express Producer Training Video   #goldencareagent #mutualofomaha #iul
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Jump on the Express

Our Express life insurance products offer simplified underwriting and application processes, which means policies are issued faster and you get paid quicker. Plus, you can easily track your cases online anytime using our Sales Professional Access website. Learn the basics of our simplified issue product portfolio with this flyer. Want to learn even more? Check out mutualofomaha.com/simple.   If you have questions, please contact your Sales Director or Account Executive.   Jump on the Express   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Simplified Issue Time Service Update

From the Desk of Marty Johnson First, and foremost, Mutual of Omaha would like to thank you for your business. We are very appreciative of the amount of business we have received, and continue to receive, due to your commitment and partnership. We remain committed to providing the quality service you have come to expect. Due to unprecedented volumes of new business, our Simplified Issue Life Underwriting team is experiencing delays in time service. In response, we have underwriters working overtime, nights and weekends to make sure your business is handled properly, and as quickly as possible. We understand reviewing
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Simplified Issue Underwriting Quick Reference Guide

The Simplified Underwriting Reference Guide provides you with a quick overview of the underwriting requirements for Indexed Universal Life Express (IULE), Term Life Express (TLE), Guaranteed Universal Life Express (GULE) and Living Promise Whole Life (Final Expense). This downloadable one-page flyer provides the basic underwriting requirements by product, the build chart and a summary of some of the ineligible conditions. You can also download this flyer and other Simplified Issue marketing materials by visiting mutualofomaha.com/simple or by logging into Sales Professional Access (SPA).   If you have questions, please contact your Account Executive or Sales Director.   Simplified Issue Underwriting
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Foreign National Questionnaire Now on iPipeline e-Apps

You are no longer required to submit a paper application if your client is a non-US citizen. The required Foreign National Questionnaire is now built into our iPipeline e-App for most products! Here’s what you need to know: Available on iPipeline e-App’s for: Indexed Universal Life Express (IULE) Term Life Express (TLE) Guaranteed Universal Life Express (GULE) Term Life Answers (TLA) AccumUL Answers Income Advantage IUL Life Protection Advantage IUL Who does this affect: Clients who are non-US citizens Make sure your client has the following ready in order to complete the Foreign National Questions: Visa Permanent Resident Card If
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

New Underwriting Guidelines Booklet – Now Available

The Life Insurance Underwriting Guidelines booklet has been updated for January 1, 2021 and is now available to order. Changes effective January 1, 2021 include: The IRS Tax Transcript form number that was previously 4506T-EZ has been updated and is now 4506-C. The new 4506-C tax transcript form is available to download on SPA. The generally acceptable maximum face amount for juveniles has been increased from $100,000 to $250,000; and the maximum we will consider has been increased from $250,000 to $500,000 We will now request a pharmaceutical check (Rx) for all Juvenile policies The updated guide is available to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

IUL Historical Performance is Now Available for IUL Express

At Mutual of Omaha, our goal is to be as transparent as possible in our IUL renewal rate setting process. That’s why we continue to provide you with our historical index interest rates, as well as our renewal participation rates and caps. These flyers have been available for our fully-underwritten IULS; and, now that IUL Express has been available for a full year and inforce policies are hitting their anniversary, we also have a brand new flyer showing our IUL Express Historical Rates. IUL Express Historical Rate Flyer Income Advantage Historical Rates Flyer Life Protection Advantage Historical Rates Flyer These
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).