Don’t Forget to Check Out the Book of Business Download

June 5, 2023 | by | Comments Off on Don’t Forget to Check Out the Book of Business Download

It hasn’t taken long for Mutual of Omaha’s Book of Business download to climb the best-seller list! With the Book of Business download, you can easily download a complete list of the inforce Mutual of Omaha policies* you have sold in one easy-to-sort file. Having the sortable information in one place keep you better informed about your clients’ coverages and better positions you to answer any questions they may have about their policies. Don’t forget to check out the Book of Business Download! To learn more about the new feature, we have created a Book of Business Instructional Flyer.  
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Book of business, business download, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Important IOLI and STOLI Reminders

June 5, 2023 | by | Comments Off on Important IOLI and STOLI Reminders

United of Omaha Life Insurance Company Position Statement on Insurable Interest April 2021 United of Omaha Life Insurance Company and its affiliates’ (together, “United of Omaha”) are committed to providing financial security to individuals, families and businesses through affordable insurance and financial products. We continually strive to develop life insurance and annuity products that meet our customers’ needs and provide good value at a competitive price. A fundamental principle in providing individual life insurance coverage is the existence of an insurable interest by the proposed owner in the life of the insured. Issuing life insurance coverage to persons who do
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: insurance, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, and United of Omaha.

IULs Rise to the Top, Two Years Running

June 5, 2023 | by | Comments Off on IULs Rise to the Top, Two Years Running

For the second year in a row, Mutual of Omaha has been named “Best Indexed Universal Life Insurance” by Investopedia. What Makes Mutual of Omaha’s IUL products stand out? Investopedia highlights that Mutual of Omaha policies are: Straightforward and relatively easy-to-understand Flexible, so that customers can tailor their coverage to best suits their individual goals Backed by our excellent financial strength ratings This recent announcement reinforces Mutual of Omaha as a leader in the indexed universal life insurance market. We are proud of the recognition and committed to providing strong and valuable products for you and your customers. Thank you
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: IUL Express, IULE, Life Insurance, mutual of omaha, omaha, pending cases, term life, Term Life Express, Underwriting', and United of Omaha.

Memorial Day Office Closing

May 22, 2023 | by | Comments Off on Memorial Day Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, May 29th for Memorial Day. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Memoriald Day, Monday, 5/29/2023 Tuesday 5/30/2023 Tuesday 5/30/2023 Friday 5/26/2023 Friday 5/26/2023 Friday 6/2/2023   Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact your Sales
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, thanksgiving, thanksgiving holiday, United of Omaha, United World, and United World Life Insurance Company.

Important Mailing Address Change

May 22, 2023 | by | Comments Off on Important Mailing Address Change

Effective July 25, 2022 we announced a new mailing address for all paper applications. Mail sent to the previous mailing address will no longer be forwarded. Please use the following address for all mail: Mutual of Omaha 3300 Mutual of Omaha Plaza Omaha, NE 68175 Important Reminders All forms, materials and websites have been updated with the new mailing address If you have paper applications with the old mailing address, please ensure you send them to the new mailing address As a reminder, we have electronic application submission for most products as well If you have any questions, please contact
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Help Clients Plan for the Long-Term Care Needs with Life Insurance

May 22, 2023 | by | Comments Off on Help Clients Plan for the Long-Term Care Needs with Life Insurance

Do your clients realize how expensive long-term care services can be? The costs can easily average more than six figures annually and only continue to rise. Help clients understand why it’s so important to have a plan in place for their long-term care needs, whether it’s through a Long-Term Care Insurance policy or our Long-Term Care Rider on our IULs. A long-term care rider on a life insurance policy is a good way for your clients to: Protect their loved ones in case of unexpected long-term care needs, Plan for their long-term care funding needs, and Provide a legacy for
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, Income Advantage, Income Advantage IUL, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, and United of Omaha.

Inforce LTCi Rate Adjustments Effective August 1, 2023

May 22, 2023 | by | Comments Off on Inforce LTCi Rate Adjustments Effective August 1, 2023

Mutual of Omaha actively monitors our inforce long-term care business, filing rate adjustments when necessary to ensure we keep our promises to policyholders and remain competitive in the marketplace. We will be implementing the following inforce rate adjustments effective August 1, 2023: Impacted Forms Impacted States LTC04G Colorado LTC04I7 Colorado LTC09M Colorado LTC09U Colorado   For details on yearly rate adjustment percentages, view the supplemental grid here. Policyholder Notification Process Policyholders will receive a letter notifying them at least 60 days prior to the premium rate increase effective date as outlined above. Along with the premium rate increase notification letters,
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: adjustment, insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, premium adjustment, rate adjustment, and United of Omaha.

The Book of Business Download is Here!

May 8, 2023 | by | Comments Off on The Book of Business Download is Here!

As of April 27th, the new Book of Business download IS HERE!!! You’re busy each day meeting with clients and submitting business. The last thing you want to do is spend a lot of time figuring out what types of policies each of your clients have. Worry no more! Our new Book of Business download on Sales Professional Access (SPA) will provide what you have been wanting—a complete list of the in-force Mutual of Omaha policies* you have sold in one easy-to-sort file. To learn more about this new feature, review the Book of Business Instructional Flyer.   *Prescription Drug
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Strength and Stability You Can Count On

May 8, 2023 | by | Comments Off on Strength and Stability You Can Count On

Over the past month you have probably seen a lot of product announcements from many carriers who are required to adjust their illustrations and products to comply with the new AG-49 revisions. You may be wondering when the Mutual of Omaha announcement would show up and here it is: “no changes required.” We do not need to make any changes to our indexed universal life (IUL) product portfolio or illustration software, we are already compliant. From the very beginning, we structured our IUL products to stand the test of time by building them with the lowest cost structure – no
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Discover IUL, express, Income Advantage IUL, Indexed UL, indexed universal life, indexed universal life express, insurance, IUL Express, life, Life Insurance, Life Protection Advantage IUL, mutual of omaha, omaha, and United of Omaha.

At Mutual of Omaha, We Keep Our Promises

May 8, 2023 | by | Comments Off on At Mutual of Omaha, We Keep Our Promises

When helping clients navigate the various LTCi policies available to purchase, make sure that you provide clients with options from companies that have a long history of strength, security and stability. To help ensure the claims-paying ability of the company is there when clients need them most. As stated in this client brochure, at Mutual of Omaha, we have been keeping an important promise to our long-term care policyholders for over three decades…we’ll be here to pay their claims.   For any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083.   At Mutual of Omaha, We Keep
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, and United of Omaha.