We are excited to announce updates to our Underwriting Guidelines and application forms for Term Life Express and IUL Express. Effective April 22, 2023, the following changes will be implemented to help make our policies more accessible for your clients. We have lowered the age for Diabetes automatic declines. Diabetes will be automatically declined when diagnosed prior to age 45 (except in CA, the age is 50) Marijuana is no longer considered an “unlawful drug” for the purposes of the application and underwriting The lookback period for hospitalization due to High Blood Pressure or Mental Health has been reduced from
Read More
Your Life, Simplified
Our Simplified Issue insurance products are exactly that – simple. They offer simplified underwriting and application processes, which means policies are issued faster, and you get paid sooner. With any of the products in our Simplified Issue product portfolio your clients won’t need to worry about blood draws, urine testing or paramed exams and you can easily submit applications online. Download the updated Simplified Issue product portfolio and find even more information on mutualofomaha.com/simple. No need to log in, just click and go! If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083
Read More
Coming Soon: Book of Business
Coming soon!!! Get in-force policy information easier than ever. Soon, you will have access to a complete list of the in-force Mutual of Omaha policies* you have sold. The information will be available in one easy-to-sort, downloadable file. This is an option you have asked for and Mutual of Omaha is proud to deliver this exciting tool! You will receive an announcement when the Book of Business download is ready for use. Then, with a couple clicks of a button, you will have a list of all in-force policies you have sold. It will be that easy!! *Prescription Drug
Read More
Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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.
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.
4 Quarters Club: Get in the Game
It’s hard to believe it, but the first quarter of 2023 has come to end. Thank you all for your hard work and business. We will be announcing the first-quarter winners via email in April so be on the lookout. And don’t worry if you didn’t quite make the cut in first quarter you have another opportunity at a 10% cash bonus in second quarter! For the qualification flyer, promo video and weekly standings check out our incentive page on Sales Professional Access (SPA). 4 Quarters Club: Get in the Game #goldencareagent #mutualofomaha
Read More
Mutual of Omaha Anti-Money Laundering (AML) Vendor Updates
Effective immediately, Mutual of Omaha will now accept Anti-Money Laundering (AML) training certificates completed through SuranceBay and Securities Training Corporations (STC). Mutual of Omaha accepts AML training from the following vendors: RegEd Sandi Kruise WebCE Kaplan SuranceBay Securities Training Corporations (STC) STC has other AML-related courses available, but we will only accept the certificate for the course “AML for Insurance Professionals”. Any certificates for other courses or certificates that appear to be altered in any way, will not be accepted. LIMRA (Life Insurance Marketing and Research Association) Once you have completed the course, LIMRA will automatically send Mutual of Omaha
Read More
1099 Form(s) Available on SPA
Starting today, April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their 1099 without their Compensation PIN. For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed.
Read More
Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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.
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.
Customer Access Transitioning to Okta Login
Mutual of Omaha is committed to keeping your customers’ information safe. We will be transitioning the Customer Access login screen to utilize Okta technology. When your customers access Customer Access, they will be asked to log in with their username instead of email address. In addition, the log in screen will also look different, but your customers will still have the same 24/7 online access to their information. Beginning April 19, 2023, your customers will be required to change their password on Customer Access. To assist in the transition, your customers will be receiving 3 separate emails, throughout the transition
Read More
Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
administrative, consumer, consumer portal, consumer-access, customer portal, Customer Service, insurance, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, self-service, United of Omaha, and United World.
administrative, consumer, consumer portal, consumer-access, customer portal, Customer Service, insurance, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, self-service, United of Omaha, and United World.
No Hidden Caps or Participation Rate Changes With Our IULs
At Mutual of Omaha, we proudly publish our cap and participation rate history for all three of our IUL products each month—displaying our stability, with no hidden cap or participation rate changes. And, providing yet another reason why our indexed universal life products are a great choice for your clients. Life Protection Advantage IUL Historical Crediting Rates Income Advantage IUL Historical Crediting Rates IULE Historical Crediting Rates Find out more about our IUL portfolio at DiscoverIUL.com! No Hidden Caps or Participation Rate Changes With Our IULs #goldencareagent #mutualofomaha
Read More
Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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, Living Promise, mutual of omaha, omaha, and United of Omaha.
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, Living Promise, mutual of omaha, omaha, and United of Omaha.
Getting Started with IUL Express
Help your clients protect all of their meaningful moments even faster with our indexed universal life product, Indexed Universal Life Express (IUL Express). The product guide and producer training video provide an overview of the policy and walk you through quoting, indexed crediting, and more! Find out even more about IUL Express by visiting DiscoverIUL.com or MutualofOmaha.com/Simple. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Getting Started with IUL Express #goldencareagent #mutualofomaha #iul
Read More
You’re in Luck: Issue Ages Increased on IULE and TLE
In case you missed it on March 1, 2023, we increased the maximum issue ages on IUL Express and Term Life Express Non-ROP (10T) products. These enhancements will position our Simplified Issue product options to be available in more sales scenarios and will serve a wider range of clients. Below are some of the key updates you will need to know: IUL Express: Maximum issue ages for both Tobacco and Non-Tobacco ratings will increase to age 75 Currently Non-Tobacco is age 70 and Tobacco is age 65 Maximum face amount for ages 71-75 will remain $150,000 Term Life Express
Read More
