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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Express – June 29th

by | Jun 29, 2022 | Annuity, Life, Long-Term Care, Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Express – June 29th
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Express

A weekly Update for Mutual of Omaha’s Brokerage Sales Distribution

June 29, 2022

Medicare Solutions

New Medicare Supplement Plans in Texas

Effective July 7, 2022, you may begin selling new Medicare supplement plans in Texas.

2023 PDP Product and Compliance Trainings Now Available

Get ready to sell for the 2023 PDP Plan Year with AHIP certification, as well as Mutual of Omaha Rx Compliance and Product training courses.

It’s Easy to Qualify for a Trip to Sunny San Diego

Don’t forget to earn yourself a spot and join us on a blissful trip to sunny San Diego, this fall.

Q3 Broker Bonus Program

We are bringing back one of our popular incentive programs for Q3. Learn more about Broker Bonus here.

Upcoming Rate Adjustments

View upcoming rate adjustments for various states.

Life Insurance

Protection for Life with Life Protection Advantage IUL

Life Protection Advantage IUL is built to provide your clients with death benefit protection they can depend on.

Promote Living Promise in Your Own Way

Our customizable postcard for Living Promise allows you to select multiple fields to create the marketing piece you need to promote Living Promise.

Long-Term Care

Is it the “Golden Age” for Long-Term Care?

Did you have a chance to listen to our latest Advanced Markets Minute by Stephen Allloy? Last week’s article is called “The Golden Age for Long-Term Care.”

Mutual of Omaha Provides Protection That Endures

When it comes to choosing a long-term care insurance carrier, your clients need a company they know will be there now and into the future. Watch the video to learn more.

Disability

Increase Your Mutual Income Solutions Placement Rate

Thoroughly prescreen your clients by familiarizing yourself with the DI build chart, eligible occupations, uninsurable health conditions, and more.

Mutual Income Solutions Summer Webinar Series

Don’t miss our last two sessions and your opportunity to increase your knowledge of Mutual of Omaha’s Mutual Income Solutions disability insurance product.

Critical Illness

Choosing the Right Critical Advantage Policy for Your Client

Help your client decide which Critical Advantage policy would best suit their needs.

The Advantages of the Critical Advantage e-App

Looking for guidance on how to submit an e-App for Critical Illness, Heart Attack/Stroke, or Cancer Insurance? Our e-App guide has you covered.

Annuities

NEW Ultra Premier Annuity Prospecting Flyer

NEW Ultra Premier Annuity Prospecting Flyer Now Available

Annuity Interest Rates Effective July 1, 2022

Annuity Interest Rates Remain Unchanged for July 1, 2022

News

Independence Day Holiday Office Closing Reminder

Independence Day Holiday Office Closing Reminder

New Supply Order Form

Effective immediately, please begin using the newest Supply Order Form.

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1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Med Supp! Let’s go

by | May 10, 2022 | Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Med Supp! Let’s go
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Rates That’ll Have You Jumping for Joy

Check out our new Missouri Med supp rates

When you see our incredible new Med supp rates, you’ll be so excited that you’ll immediately jump up from your chair with the vertical leap of a pro basketball player. Let’s go!

Carrier

Plan G

Plan N

 

United World Life Insurance Company

$138.91

$117.80

Average of Top Carriers

$149.26

$124.48

*As of 04/11/2022: female, non-tobacco, age 67, lowest zip area, with an available household discount applied.

View the outline of coverage for more great rates and plans.

View Missouri Rates

Earn $300 for Five Apps

Here’s more exciting news. Earn a $300 bonus when you submit five Med supp apps between May 12 through July 12. Let’s Go!

View Bonus Program Details
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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Express – September 22nd

by | Sep 22, 2021 | Life, Long-Term Care, Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Express – September 22nd
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Express

A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution

SEPTEMBER 22, 2021

Medicare Solutions

New Medicare Supplement Plans in Michigan
Effective October 7, 2021, you may begin selling new Medicare supplement plans in Michigan.

Here Today, Gone Tomorrow: AEP is Coming
The Annual Enrollment Period is a great opportunity to grow your business and help your clients find the Med Supp insurance plan that protects them best.

Medicare Supplement Underwriting Rules
An important reminder about CMS requirements for Open Enrollment and Guaranteed Issue Medicare supplement applications.

Upcoming Rate Adjustments
View upcoming rate adjustments for various states.

Life Insurance

There Are Risks to Waiting on Life Insurance
Understand the risks your client may face from waiting to secure their Indexed Universal Life solution.

What Can Life Insurance do for You?
During Life Insurance Awareness Month, make sure your clients are using their Life Insurance policies to the fullest by conducting an annual review.

Updated Occupation Question in e-App
The occupation section has been updated for the IUL Express and TLE iPipeline e-Applications.

Controlled Business FAQ
Controlled business is an industry term that can be confusing at times. Learn the basic definition and how Mutual of Omaha views controlled business.

Long-Term Care

Tax Advantages of LTCi
Help clients understand there are a lot of advantages to owning a traditional long-term care policy, including the potential to save on federal and state income taxes.

LTCi e-Application Training Video
If you still haven’t tried our LTC e-Application, we have a training video to get you started. Chances are you won’t go back to paper.

Disability

Optional Return of Premium Rider
Some of your clients may be reluctant to purchase a policy if they don’t think they’ll use the coverage.

Using Our Quote and e-Application Tools
The quote and e-Application tools for Mutual Income Solutions make it easy to get business issued. Watch the recorded webinar to learn more.

Critical Illness

The Perfect Complement to Existing Coverage
Our Critical Advantage products can enhance your clients’ existing coverage and give them some control when they need it most.

Sales Idea: High Deductible Plans
When faced with a serious illness, your clients may not have access to the funds they need at the most critical times. A policy from the Critical Advantage Portfolio can help.

For more information, contact a Pinnacle Financial Services representative today

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Long-Term Care News
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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Express Weekly Update

by | Jun 16, 2021 | Life, Long-Term Care, Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Express Weekly Update
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Express A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution June 16, 2021

Medicare Solutions

New Medicare Supplement Plans in Pennsylvania

Offer your clients in Pennsylvania new competitive Medicare supplement rates effective June 24, 2021.

2022 Prescription Drug Plan Training Clarification
AHIP and Mutual of Omaha Rx Training availability date clarification.

Colorado Special Enrollment Period (SEP) for 2021
Colorado’s SEP is available.

July Rate Release
View the new rates for Minnesota, Connecticut, and Rhode Island effective July 1, 2021.

Upcoming Rate Adjustments
Review upcoming rate adjustments in various states.

Life Insurance

Faster decisions with Accelerated Underwriting
Fast, simple, and underwriting decisions within 48-72 hours.

Simple Steps for IUL Express
A guide to taking you through the steps for selling IUL Express.

Mutual Insights – Episode 2
In this week’s episode of Mutual Insights, learn more about Departing Well Solutions from Senior Vice President, Yuri Vermette.

Long-Term Care

Customer Access Now Available for Long-Term Care Policyholders
Spread the word! Starting June 14, 2021, Mutual of Omaha’s long-term care policyholders will be able to view and interact with valuable policy information via Customer Access.

LTC Sales Idea: Return of Premium
LTCi offers peace of mind. However, some clients may voice concerns about paying a premium for an insurance product they may never need. Help overcome objections by reading the idea of this sale.

Disability

Using Our Quote & e-App Tools
The quote and e-Application tools for Mutual Income Solutions make it easy to get business issued.

Protect Your Income
Take advantage of our postcard this summer to leave behind with your clients as you cross-sell disability income insurance.

Critical Illness

A Perfect Fit
Our Perfect Flyer shows how well Critical Advantage products fit with the other products you sell.

Covering Cancer
Mutual of Omaha’s Cancer Insurance helps your clients focus on their treatment, not their finances.

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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Weekly Update

by | Jun 9, 2021 | Life, Long-Term Care, Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Weekly Update
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Express

A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution | June 09, 2021

Life Insurance

Converting Term into Permanent Coverage

Converting to an IUL Express product before they reach their term limit could result in a lower premium than if they would wait till the term is up.

Using Income Advantage IUL with a Stay Bonus Strategy
Key employees are an important part of keeping the business going if there is a change in management.

Medicare Solutions

Dental Cash for Apps
This summer you can earn extra cash for your dental sales during our limited time program!

2022 Prescription Drug Plan Training
AHIP and Mutual of Omaha Rx Training will be available June 21, 2021.

Save Your Clients Money on Dental
Mutual of Omaha offers multi-policy savings when our dental policy is sold with our Medicare supplement policies.

Upcoming Rate Adjustments
Review upcoming rate adjustments in various states.

Long-Term Care

Washington State Long-Term Care Insurance Product Offering Update
Effective immediately, we are requiring several changes to the MutualCare® Solutions product offerings for the state of Washington.

Condition-Related Marketing: Osteoporosis
We’ve created a new condition-related marketing series. Check out our first installment where we discuss osteoporosis.

Disability

Enhancing Existing Coverage
Do your clients already have existing disability income insurance as part of their current employment benefits? Do they understand their group coverage?

Mutual Income Solutions Affordability
Without the income they rely on, how will your clients’ family make ends meet?

Critical Illness

Cross-Selling Critical Advantage
Nearly everyone knows someone who has been affected by cancer or heart disease. The need for our Critical Advantage product is undeniable. Cross-sell our package to your Medicare Supplement clients.

Quick Quotes!
You’re just a few clicks away from an easy mobile quote!

Annuities

New Best Interest Training for Annuity Sales in Idaho, Michigan and Nebraska
The NAIC has approved revisions to its Suitability in Annuity Transactions Model Regulation in Idaho, Michigan and Nebraska. Learn what that means for you.

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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Washington State Long-Term Care Insurance Product Offering Update

by | Jun 7, 2021 | Long-Term Care, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Washington State Long-Term Care Insurance Product Offering Update
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In efforts to support the Washington State Cares Fund initiative, Mutual of Omaha implemented underwriting and commission changes for applications received from the state of Washington, including:

  • A 100% chargeback for policies issued May 19, 2021 – November 1, 2021, and lapsing within the first policy year.
  • Declining applications for clients not seen by a physician in the last 24 months. 

However, due to continually increasing application volumes from the state, Mutual of Omaha must make additional modifications. Effective immediately, we are instituting the following adjustments to the MutualCare® Solutions product offerings for the state of Washington:

  • Increasing minimum issue age to 40 
  • Increasing minimum monthly benefit to $3,000
  • Increasing minimum inflation option to 3%, lifetime duration

To process applications not meeting the minimum requirements listed, paper and e-applications must be received at Mutual of Omaha on or before June 11, 2021. No exceptions will be made. 

By taking steps to ensure Washington residents purchase a long-term care policy for the security and benefits it provides rather than a means for exemption from the payroll tax, Mutual of Omaha is upholding our responsibility as a leading LTCi provider.  

How You Can Help 

  • Help clients understand the value of a long-term care policy designed to offer peace of mind for themselves and their families by explaining key product benefits.
  • Speed up processing time by emailing completed applications directly to epsupport@LTCG.com, or faxing copies to (888) 539-4672.
For more information, contact a Pinnacle Financial Services representative today

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