A unique advantage of traditional LTCi is the tax benefits it offers to your clients. The LTCi tax advantages flyers are now updated with the 2020 eligible deduction amounts. Let your clients know buying a traditional long-term care insurance policy from Mutual of Omaha offers tax advantages. Also, if you have clients that are small business owners, there may be significant tax savings if they use business dollars to purchase long-term care insurance. The flyers are now available for immediate download on forms and materials. Click below to view/download directly: 2020 Consumer Tax Guide 2020 Small Business Tax Guide If
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Now more of your clients can qualify. Here’s why.
At Securian Financial, we’re always looking for ways to help you make the sale and offer your clients competitive offers. Here’s what you need to know about our recent underwriting sweet spot enhancements: Individuals with type 2 diabetes, pre-diabetes or a history of gestational diabetes can now qualify for non-tobacco plus, and in some cases, even preferred rates. Family history preferred guideline changes: Death of a family member before age 60 due to diabetes no longer eliminates applicants from consideration of non-tobacco plus, preferred or preferred select rate classes Death of a parent or sibling before age 60 due to
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Important: CSG Actuarial Scheduled Maintenance
SCHEDULED MAINTENANCE, SERVICE TEMPORARILY UNAVAILABLE CSG Actuarial’s software systems and websites are scheduled to undergo maintenance on: Friday, January 17 at 5:00 P.M. CST — Saturday, January 18 at 12:00 P.M. CST Please plan around this scheduled maintenance time as you will not be able to access any of the software systems. Notifications will be posted on CSG Actuarial’s software systems and websites to notify users of the scheduled maintenance. Please share this information with any other users you have. This system maintenance will allow us to continue improving the software and services we provide. If you have additional questions,
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Video Interview: Thinking About the Future of Underwriting with Allen Gregoire
Thinking About the Future of Underwriting with Allen Gregoire We’re wrapping up the series with our Director of Underwriting, Allen Gregoire. Allen discusses the effort his LTC underwriting team puts into quick turnarounds, and wonders how the future of insurance underwriting, especially concerning genetic testing and cognitive diagnoses like Alzheimer’s and dementia. Don’t miss this chance to hear from Allen! Video Interview: Thinking About the Future of Underwriting with Allen Gregoire #goldencareagent #mutualofomaha
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LTC Teleconference Recording: Other Than Applied
We appreciate your attendance and enjoyed answering all your questions at the fifth LTC underwriting teleconference. Didn’t make it? That’s OK! We recorded it for you. Dial this number to listen to the teleconference anytime: (855) 859-2056 | Conference ID: 9182458 All teleconferences are available for download on Sales Professional Access under Sales Tools > Product Education. Please look for continued communications from us in 2020. LTC Teleconference Recording: Other Than Applied #goldencareagent #mutualofomaha
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Updated Product Portfolio and Underwriting Guide
The Life Insurance Underwriting Guidelines and Product Portfolio have been updated with the January 2020 product updates and are now available to order. Click below to view/download directly: Underwriting Guidelines Product Portfolio All materials are available to view/download through SPA or can be ordered through your normal channels. If you have questions, please contact your Account Executive or Sales Director. Updated Product Portfolio and Underwriting Guide #goldencareagent #mutualofomaha
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New Carriers, Products Added to E-App
Great Southern Life (Americo) Medicare Supplement E-Application Agents can now submit applications directly to Great Southern Life (“GSL”) through the CSG quoting tool for Colorado, Kansas, North Carolina, South Carolina and South Dakota. More states coming soon. With the addition of GSL, agents can now complete and submit e-applications directly from CSG’s Medicare Supplement quoting tool for the following carriers: – Mutual of Omaha – Aetna – Heartland National – Great Southern Life Coming Soon! E-Application capabilities for Guarantee Trust Life (“GTL”) Medicare Supplements and United National Life Dental will be available on CSG’s tools in January 2020. Medicare Advantage
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December 19th LTC Underwriting Teleconference: Other Than Applied
Have you added the next LTC Underwriting Teleconference to your calendar yet? Don’t miss December’s Topic: What Happens With Other Than Applied Our Final Underwriting Teleconference is scheduled for Thursday, December 19, 2019, 10 a.m. CST When: Thursday, December 19th at 10 am Central Conference Number: 1-866-220-3018 Conference ID: 9182458 Check out this flyer for all the details. Do you have questions on the topic, or do you have something you’d like to discuss? Email distribution.marketing@mutualofomaha.com prior to the teleconference. December 19th LTC Underwriting Teleconference: Other Than Applied #goldencareagent #mutualofomaha
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IUL Express is Here!
Jump in and buckle up! It’s time to pull out into the fast lane! We’re excited to announce that our Indexed Universal Life Express (IUL Express) is off the showroom floor and out on the open road! As of Friday, November 1st, IUL Express peeled out into the IUL market. IUL Express has some of the same benefits of a traditional IUL policy, but does it all faster – faster underwriting, faster approvals and faster coverage for your clients. We also have a host of marketing materials to help you promote and explain IUL Express to your clients, including a
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Updated Product Portfolios and Underwriting Guides
The Life Insurance Underwriting Guidelines and Product Portfolio have been updated and are now available to order. Click below to view/download directly: Underwriting Guidelines Product Portfolio All materials are available to view/download through SPA or can be ordered through your normal channels. If you have questions, please contact your Account Executive or Sales Director. Updated Product Portfolios and Underwriting Guides #goldencareagent #mutualofomaha
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