Heritage Plan Whole Life Now Available in California

Now available in California! This update is currently available on the Agent Portal. Android, Apple and Windows 10 updates will be available soon. You will receive a notification on your GTL e-App to update your device.   Important California Notice A person who meets with a senior in the senior’s home is required to deliver a notice in writing to the senior no less than 24 hours and no more than 14 days prior to that individual’s initial meeting in the senior’s home. If the senior has an existing insurance relationship with an agent and requests a meeting with the
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Categories: Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.

Mutual of Omaha Advanced Markets Minute

Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Mutual of Omaha — A Top Rated Life Insurer for Seniors

Mutual of Omaha is excited to share that out of 19 total ranked carriers, Mutual of Omaha landed as the second top-rated life insurer for seniors! And was one of only three carriers to receive a rating of 4.0 or better out of five according to U.S. News and World’s 2022 rankings. The report highlighted that Mutual of Omaha sells a wide range of products, including term, whole life, universal life and indexed universal life. And, in fact, Mutual of Omaha’s term life insurance rates are lower than many while offering term coverage up to age 80. Click here to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Important Heritage Plan Graded Benefit Update

Effective December 29, GTL’s Heritage Plan Life Insurance product will only be available for ages 50-90. You will receive a notification on your GTL e-App when it is available.   This change will apply for all Heritage Plan applications dated 12/29/21 or later. if you have any questions, please contact GTL’s Sales Support by texting or calling 800-323-6907 or by emailing agency@gtlic.com   #goldencareagent #gtl
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Categories: Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.

Living Promise Prospecting Postcard

Promote Living Promise Whole Life (Final Expense) to your prospect list with this customizable postcard. It explains the basics of Living Promise and you can select specific rates to highlight. Call Mutual of Omaha’s Sales Support at 1-800-693-6083, or email sales.support@mutualofomaha.com to customize your order!   Living Promise Prospecting Postcard   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Offer Protection this School Year

Your clients are busy checking items off their kids’ back-to-school shopping list, but are they thinking about protecting their child’s future? Make sure your clients add Children’s Whole Life Insurance to their checklist. Our Children’s Whole Life product is simple, affordable, and can help protect a child’s future insurability. Get the school year off to a good start for your clients by helping them protect their children.   Offer Protection this School Year   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

New pre-lapse notifications can help you save the sale

New pre-lapse notifications can help you save the sale Starting July 16, 2021, Great Western Insurance Company (GWIC®) will be rolling out new email notifications to writing agents and their immediate upline whenever clients have a Final Expense policy in danger of lapsing. You’ll receive emails five days into the customer’s grace period and have an opportunity to remind them to renew their contract(s). Retaining customers benefits us all. If you have questions, please call GWIC Agent Care at 866-252-5594, option 2, or by emailing m1agentsupport@americanenterprise.com.   New pre-lapse notifications can help you save the sale     #goldencareagent #gwic
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Categories: Great Western, Industry News, and Life Insurance.

Product changes clarification and past due policies reporting

Product changes clarification and new past due policy reporting Clarification: Updates to Final Expense portfolio On May 1, 2021, Great Western Insurance Company (GWIC®) adjusted the Final Expense product portfolio. The only change that was made to the Guaranteed Assurance (Guaranteed Issue) product was the chargeback period on deaths is now 12 months. The Assurance Plus (First-day coverage) product’s changes are: The minimum age was changed from age 40 to age 50. The minimum face amount increased to $2,500. The chargeback period on deaths was changed to 12 months. View past due policies Previously named the Submitted and Pending Dashboard,
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Categories: Great Western, Industry News, and Life Insurance.

iGO No Longer Supports Internet Explorer 11

NOTICE FOR INTERNET EXPLORER USERS Starting Monday, May 24, 2021, iGO e-App® will no longer support the Internet Explorer 11 (IE 11) browser. This means some browser features and content, such as the Credit Card Token process, will not be available. Browsers beware If you attempt to use iGO e-App® with IE 11, or any out-of-date browser, you will receive this message:     “Your browser is no longer supported. Some features and content may not work.”   Active Transamerica LifetimeSM & Transamerica Final Expense Solutions cases If you are using IE 11 and trying to complete a Lifetime or
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Categories: Industry News, Life Insurance, and Transamerica.

Important Heritage Plan Graded Benefit Update

We appreciate your business and efforts in offering GTL’s Heritage Plan to your clients! Effective June 1, GTL is implementing a premium increase for new business and updated face amount limits for our Heritage Plan Life Insurance product. See below for more details. The e-App update will be available soon. Visit GTLink for Updated Rates and Underwriting Guide     New Face Amount Limits Ages 40-85 $2,500 – $20,000 Ages 86-90 $2,500 – $10,000 Replacement Update Replacement of another agent’s in-force Heritage Policy will not be permitted. Two (2) policy maximum per insured. Updated Rates Effective June 1, 2021 Example:
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Categories: Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.