Attention Pennsylvania and Montana Agents: Important Contracting and Pre-Appointment Requirement!

What is happening? Mutual of Omaha has implemented Just-In-Time (JIT) contracting and appointment status for Montana and Pennsylvania. JIT appointments allow Mutual of Omaha to hold the producer appointment until the producer submits business. What does this mean? Montana and Pennsylvania are pre-appointment states and they require a producer to have an approved and effective state appointment when submitting new business applications in these states. If you are writing business in Montana or Pennsylvania, you are responsible for contacting Mutual of Omaha to request your state appointment be placed into effective status prior to signing the application. What do we
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

IMPORTANT: CSG Site Maintenance

The CSG Actuarial agent quoting platform will be undergoing security maintenance this weekend on Saturday, September 24 and Sunday, September 25. During this time, you may experience disruption in accessing or signing into the platform, including accessing the CSG APP within MedicareCENTER. We apologize for any inconvenience this may cause.   To learn more about the CSG Actuarial Platform, contact GoldenCare at 800-842-7799 or email marketing@goldencareusa.com.   #goldencareagent #csgactuarial
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

Important Contracting and Pre-Appointment Requirement for Montana and Pennsylvania

What is happening? Mutual of Omaha has implemented Just-In-Time (JIT) contracting and appointment status for Montana and Pennsylvania. JIT appointments allow Mutual of Omaha to hold the producer appointment until the producer submits business.   What does this mean? Montana and Pennsylvania are pre-appointment states and they require a producer to have an approved and effective state appointment when submitting new business applications in these states. If you are writing business in Montana or Pennsylvania, you are responsible for contacting Mutual of Omaha to request your state appointment be placed into effective status prior to signing the application.   What
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

ClearCert: New LTCi Training Certification Tool

Effective August 25, 2022, Mutual of Omaha enlisted the services of ClearCert for Long-Term Care training certification requirements. What is ClearCert? ClearCert is an import tool that allows us to track certifications. Training certifications will automatically be uploaded and recorded in the Mutual of Omaha Producer Services system if the vendor they completed the Long-Term Care training through is a ClearCert subscriber. The automated process will ensure a faster turnaround time for both the contracting and underwriting processes and align with state training requirements This new process will apply to all states except the 10 listed below: Connecticut District of
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Creating a Critical Advantage Cross-Sell

As you work with clients to create a custom life insurance solution, take advantage of the opportunity to position Mutual of Omaha’s Critical Advantage portfolio products. Learn how this portfolio acts as a complement to the client’s current coverage and how the products can help replace lost income, pay health insurance deductibles, and even cover the cost of household expenses. View the Offer Critical Advantage when Selling Life Insurance Sales Idea.   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   Creating a Critical Advantage Cross-Sell   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Get to Know Mutual Income Solutions Underwriting

Mutual Income Solutions℠ Underwriting Our goal is to provide the best possible offer of disability income insurance to help protect your client’s income. Each case is carefully evaluated based on three underwriting criteria: Occupation Depending on your client’s job duties, we’ll designate an occupational risk class. Health A health interview and medical tests may be required depending on the benefits applied for. Income Financial underwriting determines your client’s income in order to set the policy’s maximum monthly benefit. Learn more about Mutual Income Solutions Underwriting in this short video: You can also reach the Mutual Income Solutions Underwriting team for
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Underwriting Leadership Announcement

From the Desk of Tess Grace Marty Johnson, Vice President, Head of Individual Life and Health Underwriting has announced his retirement at the end of 2022. Marty has been instrumental in building strong relationships with our brokerage partners and developing effective underwriting practices for Mutual of Omaha’s Individual Health and Life product lines. We thank Marty for his dedication to Mutual of Omaha and the industry. As you may know, Virginia Craig joined Mutual of Omaha as Vice President of Individual Underwriting in January of this year in anticipation of Marty’s retirement. She has been actively involved in getting acquainted
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Med Adv & Part D E-Applications Now Available on CSG

CSG Actuarial is now offering Medicare Advantage and Part D enrollments on the Market Advisor agent quoting and enrollment tool in the CSG APP inside MedicareCENTER and on the GoldenCare-branded quoting tool! Join us Wednesday, September 21 at 2 p.m. Central Time for a full demonstration of the E-Application. Humana and Zing Enrollments available more – more top carriers will be available for AEP. REGISTER NOW   Key features of Medicare Advantage/Part D Quoting & Enrollments: Links to Complete HRAs Capture and Store Scope of Appointments Enter and Store Prescription Drugs and Pharmacies County, Plan and Company Enrollment Data Med
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

MIS Summer Webinar Series – Thank You for Attending

Thank you to all who attended our Mutual Income Solutions Summer Webinar Series! We hope you found the four sessions helpful and educational. If you missed a session, don’t worry! We have the recordings available. Just click the links below to watch for the first time or review the content again and again. Session 1: Product Overview Listen to Recording → Learn what product benefits make Mutual Income Solutions an excellent option for both more affluent clients as well as the middle market.   Session 2: Underwriting Best Practices Listen to Recording → Join our Underwriting Manager to learn best
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Update to the Premier Underwriting Guide

Update to the Premier Underwriting Guide At NGL, we adapt our LTCi underwriting practices as medical science continues to evolve and more information becomes available. We have identified scenarios where it may be acceptable for an applicant to have two first-degree relatives with dementia. It is now recommending that you prequalify these scenarios with the type of dementia, the age of onset of symptoms and the age of diagnosis. Some scenarios may be acceptable and others will not, depending on the details. We have updated our Premier Underwriting Guide to reflect this.
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Categories: Industry News, Long-Term Care, and National Guardian Life.