Mutual of Omaha | Weekly Update

June 9, 2021


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

Mutual of Omaha

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.


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!


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


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