April 1, 2020

Important Updates
A Message from CEO James Blackledge
Mutual of Omaha’s CEO James Blackledge discusses our company’s financial strength and stability. Read the statement here.
Important Updates from Customer Service
This article includes information regarding grace period extensions, processing claims that are in an extended grace period, coverage during a pandemic, changes to duplicate policy request processing, and self-service resources available to you and your customers.
Important Information Regarding Life Policy Output Procedures
Beginning April 1, 2020, all life insurance policies with or without delivery requirements will be mailed directly to the policyholder.
Important Information Regarding Annuity New Business
Our annuity teams are providing information regarding signing applications electronically, submitting requirements via fax and email, and keeping up with our annuity rate changes.
Important Information Regarding LTC Underwriting and New Business
LTC Underwriting and New Business have received several inquiries for processing alternatives in light of the current situation. Please read this article for complete details.
Medicare Solutions
Changes for PDP e-App Over the Phone Enrollments
As we practice social distancing, it has changed the way many are doing business. Read about some rule changes regarding the taking of a Prescription Drug Plan enrollment on e-App over the phone.
Including MBI on Medicare Supplement Apps
Include the MBI on your client’s Medicare supplement app and avoid delays in processing.
Value Add Benefits- Talk It Up
Learn more about our value-added benefits and what states you can talk about them pre-sale. Texas is the latest state that allows pre-sale communication.
Life Insurance
Effective, today, April 1, 2020, we have updated our Term Life Answers pricing.
Underwriting Materials Updated for New Term Conversion Guidelines
Our Underwriting Guidelines booklet and Term Conversion flyer have been updated with the new term conversion guidelines announced on March 18th. Download yours today!
Identify Clients Who May Need IUL Express
Want to know who the target markets for IUL Express products are? This sales sheet outlines who you should consider as potential clients.
Long-Term Care
If you haven’t tried the LTC e-App yet, what are you waiting for?
Prescreening LTCi Applicants is Always a Good Idea
Prescreening your LTCi applications is the best way to know what rate class to quote or even whether the case should be submitted and Mutual of Omaha makes it easy!
The Changing Landscape of LTC Planning
The long-term care planning landscape is changing but there’s one thing that’s stayed the same: a traditional LTCi policy remains a viable way for your clients to protect themselves from the risk of needing LTC services.
Disability
How to overcome common objections and present ways to turn them into sales.
Priority Income Protection® e-Application
Our Priority Income Protection e-Application is so convenient you may never go back to paper.
An Important Part of a Financial Plan.
Critical Illness
Try the Critical Advantage℠ e-App Today!
The Critical Advantage e-App is the best way to submit your applications.
With Cancer Insurance, Your Clients Save More and You Sell More
Competitive rates are just one of the great features of the Cancer product
How to Introduce Critical Advantage℠ Products to your Clients
If you are new to Critical Advantage products, here are some ways you can introduce them to your clients.
News
Errors and Omissions insurance is a requirement prior to selling certain lines of insurance.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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