Mutual of Omaha | Express – September 22nd

September 22, 2021


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

SEPTEMBER 22, 2021

Mutual of Omaha

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.


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

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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