Mutual of Omaha | Express – June 10th

June 10, 2020

Mutual of Omaha

Medicare Solutions

Educational and Training Presentations Available on SPA

Learn about education and training tools, SPA has to offer.

2020 Brokerage Health Webinar Series – Spotlight on Value-Adds

View June’s webinar “How Value-Adds Enhance Med Supp Coverage”.

Competitive Rates and So Much More

See how well our rates stack up against the competition in AL, GA, KY, MI, MS, TN, TX, and VA.

United World Indiana Outline Clarification

The current Indiana United World outline contains new underage 65 rates on Plan A effective July 1.

Life Insurance

IUL Express and GUL Express – Now Available on e-App!

IUL Express and GUL Express are now available on the iPipeline e-Application. That’s not all – they both feature Automated Underwriting, our point-of-sale underwriting decision process. Find training and more

iPipeline e-App Browser Update

Make sure you read this important blog post regarding what browsers are preferred for e-Applications.

Learn What Makes Our IUL Products Unique

Indexed Universal Life insurance provides your clients with life insurance protection – and more. Learn about the features that set Income Advantage and Life Protection Advantage apart in the marketplace.

Long-Term Care

Tax Advantages of LTCi

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.

Better Than Relying on Family

You’re certain to run into clients whose plan for long-term care is to have their kids take care of them. While it may seem like a practical and simple solution, they need to consider what being a caregiver really means

Encourage Clients to Purchase LTCi Now, Not Later

Even if your clients understand the value of long-term care insurance, purchasing a policy often isn’t a top priority. But they may not be aware there’s cost associated with waiting.


New Blood-Borne Pathogen Test Consent Form in Washington

Important information impacts the DI Choice Portfolio.

The Risk is Real

Many people erroneously believe that government or employer-based coverage will take care of them if they are unable to work

E-Application Quick Start Guide

It’s easy to quote and complete a PIP e-Application.

Critical Illness

Products Designed with Your Client’s Recovery in Mind

The Critical Advantageā„  portfolio offers Critical Illness, Cancer and Heart Attack, and Stroke products.

Sales Ideas for Critical Advantage Portfolio

Learn how these products can be useful additions to your sales portfolio.

Try the Critical Advantageā„  e-App Today!

The Critical Advantage e-App is the best way to submit your applications.


Annuity Interest Rates Effective June 15, 2020

We will be changing our new business crediting rates for Ultra-Premier effective June 15, 2020. Refer to the article for rate details.


Anti-Money Laundering (AML) Refresher Training

All producers writing permanent life or annuity products must complete AML training. Each producer that completed AML training prior to January 1, 2020 is required to complete renewal training by June 30th.

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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