Mutual of Omaha | Express Weekly Update

Mutual of Omaha | Express Weekly Update

Mutual of Omaha | Express Weekly Update
Comments

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.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail

Mutual of Omaha | Express Weekly Update

Mutual of Omaha | Weekly Update

Mutual of Omaha | Weekly Update
Comments

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.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail

Protective | Know What Matters May: Accelerate your business with Protective Velocity

Protective | Know What Matters May: Accelerate your business with Protective Velocity

Protective | Know What Matters May: Accelerate your business with Protective Velocity
Comments

From application submission to the sales commission, Protective Velocity – our suite of the digital solutions – makes it easier and quicker to do business with us. Continue reading to learn about recent enhancements and improvements to the annuity pending business dashboard and updated EPD client timeline.

View new sharable resources from the Help Protect Our Families campaign

The Help Protect Our Families campaign aims to provide carriers and distributors with the information and resources they need to educate consumers and ensure they get the life insurance protection they and their families need. Here’s how you can help.

Remember the Initial Premium Acceptance Rules as you continue through 2021

Keep your business going strong in 2021 by making sure your cases are efficiently pushed through our new business process. For a full set of guidelines, review our Initial Premium Acceptance Rules.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail

Protective | Know What Matters May: Accelerate your business with Protective Velocity

Protective | Offer a strong GUL with flexible options

Protective | Offer a strong GUL with flexible options
Comments

Guarantees that don’t expire. BUILT FOR LIFE

 

Life is full of uncertainty and expiration dates — two things you may want to avoid when offering clients a life insurance solution. They need simplicity, guarantees and lifetime protection.

Protective Lifetime Assurance UL offers those qualities at a surprisingly affordable price. It is a good fit for clients who need:

  • Guaranteed protection for life, up to age 121.
  • Affordable coverage with level payments — and an option for flexibility.
  • A budget-friendly living benefit for chronic illness.

See for yourself how Protective Lifetime Assurance UL and its flexible options can help you grow your business and protect your clients.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail

Sons of Norway | Important Update from the Minneapolis Office

Sons of Norway | Important Update from the Minneapolis Office

Sons of Norway | Important Update from the Minneapolis Office
Comments

Business Continuity Notice

Out of an abundance of caution for our staff, our Minneapolis-based office will be closing and transitioning to a remote environment on or about Wednesday, April 21st.

As an organization, we’re very effective in a remotely run environment and we expect that the majority of our processes and services will not be impacted; however, there may be some delays with mailed items, non-electronic payments, etc.  We want to ensure you that we take business continuity very seriously and will do all we can to provide the best-in-class service you have come to expect while ensuring the safety of our team members.

You can always reach out to our insurance services line @ 833-707-0012 with anything you need.  We will continue to monitor the situation closely and will reevaluate our office closure daily. Further updates will be sent as needed. Thank you for your understanding and continued partnership.

Warm Regards,

Your Sons of Norway Sales Team

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail

Great Western | GWIC updates Final Expense portfolio reminder

Great Western | GWIC updates Final Expense portfolio reminder

Great Western | GWIC updates Final Expense portfolio reminder
Comments

GWIC updates Final Expense portfolio

On May 1, 2021, Great Western Insurance Company (GWIC®) will adjust the Final Expense product portfolio. 

What is changing

  • The minimum age on the Assurance Plus product will change from age 40 to age 50.
  • The minimum face amount will increase to $2,500 on the Assurance Plus product.
  • The chargeback period on deaths will now be 12 months on both Assurance Plus and Guaranteed Assurance products. 

Updated Agent Field Manual is now available 

The “Agent Field Manual: Final Expense Whole Life” has been updated to align with the new changes. Click here to view the updated guide.

Updated marketing materials will be available on May 1

Visit GWIC’s agent portal and click on “Order Supplies: Final Expense” to access the updated marketing materials.

What is not changing

Product availability

Both the Assurance Plus and Guaranteed Assurance products will continue to be available in their current participating states. 

MyEnrollerSM

The fastest and easiest way to enroll your clients in Final Expense insurance is by using GWIC’s electronic quoting and application tool. It shortens the application processing time by ensuring you are completing the correct forms and providing all the necessary information. A shorter processing time means your commissions are paid faster. Learn more about MyEnroller here

Access to forms and reports

GWIC’s agent portal provides easy access to reports and forms. Use the same login credentials as you used for MyNavigator. Click on “Reports” to view your business stats or “Order Supplies” to be taken to the ordering site, where you can filter by your state to access forms quickly.

Experienced administration

Our knowledgeable staff at GWIC makes doing business with us easy and convenient. Our experienced Agent Care and Underwriting teams are available to answer questions, and we pride ourselves on a fast-processing time.

  • Agent Care: Call 866-252-5594, option 2, Monday–Friday, from 7:30 a.m. to 4:45 p.m. Central time or email m1agentsupport@americanenterprise.com to speak to an agent rep.
  • Underwriting: If it is not clear if your client qualifies for the Level Death benefit under the Assurance Plus plan, call our prescreen line, 800-626-2068, Monday–Friday, from 7 a.m. to 5 p.m. Central Time, to speak with an underwriter. Prescreens is not a guarantee of eligibility for Level Death benefit coverage.

The need for Final Expense insurance in the senior market continues to grow. We hope you have great success with GWIC’s Final Expense product solutions. We are here to assist you.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

CallEmail