When tax season arrives, your clients are likely thinking about the past year and the one ahead. But it’s also a good time to talk about the future and their tax situation when they retire. A properly-funded Income AdvantageSM IUL policy is a good way to help your clients plan ahead and minimize their tax risks in retirement. Our newly updated Tax Risks Brochure for 2021 can help you explain the advantages of an IUL policy to your clients. The updated brochure can be ordered through your normal supply channels beginning Friday, February 12, 2021. Tax Bracket Risks Brochure
Read More
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
Read More
Express Pay for Mutual of Omaha business!
At Mutual of Omaha getting you paid quickly is just as important as the business you place with us. We began offering a daily pay option via our Express Pay process a few years ago and many of you have taken advantage of this quick and easy service. We are excited to announce that effective immediately, a new enhancement has been made to the Interactive Voice Response system (IVR) allowing you to hear your last 2 commission amounts by simply inputting the last 4 digits of your SSN/TIN. With this enhancement, you will have access to real time commission payments
Read More
Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
agent commissions, agent compensation, commissions, compensation, express pay, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, pay, payment, United of Omaha, and United World.
agent commissions, agent compensation, commissions, compensation, express pay, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, pay, payment, United of Omaha, and United World.
Promote Our Company Strength When Promoting Life Insurance
At Mutual of Omaha, we exist for our customers. For more than 110 years, we have remained strong, stable and secure, guided by our mission to help our customers protect what they care about and achieve their financial goals. Our company overview flyer helps share our story by touching on our: Mission Strong Ratings Financial Performance Diverse Product Line-Up Community Involvement Solid History We are here to protect and serve our customers first and always. Promote Our Company Strength When Promoting Life Insurance #goldencareagent #mutualofomaha
Read More
TLE Offers Life Insurance Protection Plus Living Benefits
Term Life Express offers simplified underwriting, competitive pricing, and attractive conversion privileges. Did you know that it also includes Living Benefit Riders at no additional cost (only on the TLE non-ROP policies)? The Living Benefit package includes three Accelerated Death Benefit Riders at no additional cost to the customer. Chronic Illness Terminal Illness Critical Illness Learn more about Term Life Express’s living benefits today using the TLE living benefit rider guide. TLE Offers Life Insurance Protection Plus Living Benefits #goldencareagent #mutualofomaha
Read More
Term Life Express Customizable Postcard
Term Life Express offers affordable rates, a simple application process, and flexible products and features. Make buying life insurance quick and simple for your clients by promoting TLE using our customizable, consumer-facing postcard. The postcard features product highlights, a spot for your contact information and the ability to customize the issue ages and face amounts shown. To place an order, simply complete this order form and submit. Term Life Express Customizable Postcard #goldencareagent #mutualofomaha
Read More
Important Notice
At Mutual of Omaha, we take great pride in and stand behind our core values and our commitment to diversity, equity and inclusion. We value our distribution partners and trust they will conduct business in a manner that is consistent with our company values and our diversity, equity and inclusion policy. Mutual of Omaha has a zero tolerance for any form of harassment. This includes any type of communications, including verbal, printed and electronic communications such as social media posts, memes, text messages, etc., that harass or threaten individuals based on their race, color, sexual orientation, gender identity, national origin,
Read More
IUL Max Illustrated Rate Change
Effective February 1, 2021, the IUL maximum illustrated rates in WinFlex Web will increase as follows: Income Advantage IUL: 100% Participation Rate with 10% Cap: Increasing from 6.17% to 6.20% 140% Participation Rate with 7% Cap: Increasing from 4.74% to 4.77% 50% Participation Rate with No Cap: Increasing from 5.80% to 5.84% Life Protection Advantage IUL: 100% Participation Rate with 8.5% Cap: Increasing from 5.42% to 5.45% 140% Participation Rate with 6% Cap: Increasing from 4.11% to 4.14% 40% Participation Rate with No Cap: Increasing from 4.66% to 4.69% IUL Express: 100% Participation Rate with 9.25% Cap: Increasing from 5.80%
Read More
A.M. Best Reaffirms Financial Strength Rating of Mutual of Omaha & Its Subsidiaries
A.M. Best performed their annual rating committee review on Mutual of Omaha and affirmed our financial strength rating of A+ (Superior) with a stable ratings outlook. The ratings reflect Mutual of Omaha’s balance sheet strength, which A.M. Best categorizes as very strong, as well as our strong operating performance, favorable business profile and appropriate enterprise risk management. Mutual of Omaha has experienced favorable capital growth, with a notable increase in 2020 as a result of closing on its sale of Mutual of Omaha Bank, reinsurance transactions and strong operating performance, which have all helped increase its risk-adjusted capital levels. The
Read More
How Section 7702 Changes Will Impact the Life Insurance Industry
In this Advanced Markets Minute, we look at the changes that were made to the definition of life insurance under Section 7702 of the Internal Revenue Code. Perhaps some of you have heard about the changes that were made. If you have, you may have even heard that this will allow more money to go into the cash value of life insurance. Or maybe you’ve heard that it is a good thing for whole life insurance. Maybe you’ve heard nothing or are just confused about the whole thing. This article should help you understand the changes and how they affect
Read More
