Mutual of Omaha’s Strong, Stable, Secure Brochure Updated

Mutual of Omaha’s financial position continues with our strong outlook, a surplus of $4.0 billion and very strong ratings. You can count on us for the strength, stability and security that’s important in your client’s everyday life This updated Strong, Stable, Secure brochure provides a snapshot of Mutual of Omaha’s financial strength and product portfolio while reaffirming our commitment by answering questions and reassuring your clients about Mutual of Omaha’s financial condition. The brochure can be viewed on SPA in the Forms and Materials link and ordered through your normal ordering channels.   Mutual of Omaha’s Strong, Stable, Secure Brochure
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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).

Errors and Omissions Insurance

Errors and Omissions Insurance in the amount of $1 million (per claim) is required prior to selling: • Term Life Answers • Universal Life • Index Universal Life • All Annuity • Critical Advantage • Disability • Long-Term Care Errors and Omissions is not required for: • Term Life Express • Final Expense • Index Universal Life Express • Children Whole Life • Medicare Supplement • Dental • Prescription Drug Rx • Accidental Death As a GoldenCare producer, you have the ability to get this valuable coverage at a discount! Check out our Errors and Omissions and learn how easy
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Categories: GoldenCare News, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

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).

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).

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).

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).

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
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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).

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.
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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).

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
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

End of the Year Office Closings & 2022 End of Year Pay Dates

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, December 26th, 2022, and Monday, January 2, 2023. Below are the cut-off dates and times and the adjusted pay schedules for Monday, December 26th, 2022. 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 Monday 12/26/2022 Tuesday 12/27/2022 Tuesday 12/27/2022 Tuesday 12/27/2022 Friday 12/23/2022 Friday 12/30/2022   Below are the cut-off dates and times and the adjusted pay schedules for Monday, January 2nd, 2023. Holiday
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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).