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Medicare Blog | Medicare News | Medicare Information

Mutual of Omaha: 2020 Med Supp & Dental Marketing Credits Program

Posted by www.psmbrokerage.com Admin on Wed, Jul 15, 2020 @ 02:02 PM

Tags: Final Expense, Medicare Part D, Mutual of Omaha Medicare Supplement, dental

NEW: Increased Bonus Opportunity with Transamerica

Posted by www.psmbrokerage.com Admin on Tue, Jul 14, 2020 @ 01:59 PM

Don't miss out on this limited time opportunity
 

EARN EVEN MORE ON FINAL EXPENSE SOLUTIONS PORTFOLIO AND TRANSAMERICA LIFETIMES

Great news! Starting July 16, 2020, you're eligible to receive a $60 bonus for every paid and placed case submitted with the iGO e-App® through the end of August, paid by September 30, 2020. That’s a 50% bonus increase over the first phase of our bonus program!
For greater convenience and efficiency during this time of social distancing, only cases submitted via the iGO e-App will be bonus-eligible starting July 16, 2020.
Your ability to help people protect their loved ones and their futures has never been more valuable. Let us show you our gratitude for everything you do.
EARN MORE NOW

PROGRAM_HIGHLIGHTS

 

June 1 through July 15
Paper applications and iGO e-Apps eligible for $40 bonus
July 16 through August 31
Only iGO e-Apps eligible for $60 bonus (paper apps not eligible)
Eligible cases must be received by August 31, 2020 and paid by September 30*
Eligible cases must be for insured ages 18 through 75
Personal agent cases and child policies are not eligible

BONUS_PAYOUT_PROGRAM259184

 

wallet_icon259184

 

All product commissions will be paid at the normal rate and schedule
Bonuses will be paid monthly and reflected on commission statements
* Excludes all business in New York.

Life insurance products issued by Transamerica Life Insurance Company, Cedar Rapids, Iowa. All products not available in all jurisdictions.

For Agent Use Only. Not for Use With the Public.
 
259184
© 2020 Transamerica
 
                                                           

Tags: Final Expense, Transamerica

Mutual of Omaha Medicare Solutions Product Portfolio Offerings

Posted by www.psmbrokerage.com Admin on Wed, Jul 01, 2020 @ 04:10 PM

Tags: Final Expense, Medicare Part D, Mutual of Omaha Medicare Supplement, dental

Foresters Third Quarter PlanRight promotion!

Posted by www.psmbrokerage.com Admin on Wed, Jul 01, 2020 @ 03:29 PM

Earn more by cross-selling
 
Foresters Financial  
A new month, a NEW (and bigger) PlanRight promotion!  Starting July 1st
Kick Off the Third Quarter with
a new PlanRight promotion!
 

Effective July 1 to July 31, 2020 for every written and paid PlanRight¹ earn $50 towards an Amazon gift card.
You may choose how you want to qualify and manage your business process!

A minimum entry of either:
3 written and paid PlanRight submitted on LiveApp (Apptical’s e-app)
or
Any combination of 5 written and paid PlanRight paper and/or LiveApp applications i
s all that is needed to qualify!

Start a LiveApp
 
 
Once qualified top up your reward
 
Cross-sell BrightFuture to your clients – our new Children's Whole Life product

A written and paid BrightFuture¹ application can earn you an additional $25 per PlanRight application towards an Amazon gift card.

You have until August 15th to have all the applications paid and in-force.

BrightFuture launches July 5, 2020 and is specifically designed for grandparents to help protect their grandchildren against future uninsurability and leave a lasting legacy.
Download the BrightFuture Product Guide
 
Questions?
Our Sales Desk is standing by
866‑466‑7166, option 1
 
If on mobile tap to call
 

Foresters products and their riders may not be available or approved in all states and are subject to underwriting approval, limitations, contract terms and conditions, and state variations. Refer to the applicable Foresters Life Product Guide and the insurance contract for your state for these terms and conditions.

Certificates underwritten by The Independent Order of Foresters, a fraternal benefit society.

¹ Promotion open to agents that sell PlanRight and BrightFuture on paper and/or have been granted access to Foresters PlanRight Apptical LiveApp online non face-to-face process and who are the age of majority or older in their state of residence. The Promotion is not offered in the state of New York. Void where prohibited by law. Rewards for this promotion are considered a taxable benefit. Program closes July 31, 2020 at 11:59:59 p.m. ES.

Promotion rules:
Effective June 1 to July 31, 2020 for every written and paid PlanRight earn $50 towards an Amazon gift card. A minimum entry is required of either: (1) 3 written and paid PlanRight submitted on Apptical’s e-app (LiveApp) or (2) any combination of 5 written and paid PlanRight paper and LiveApp applications.
Once qualified at least 1 BrightFuture paper application written and issued between July 5 and 31 paid and inforce by August 15, 2020 will add an additional $25 per applicable PlanRight application.

Foresters Financial will be the final authority as to qualification and the interpretation of these rules and reserves the right to make changes at any time for any reason without further notice.

For producer use only. Not for use with the public. 418875 US 07/20


Foresters Financial, Foresters, and Helping Is Who We Are are trade names and/or trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.

Foresters Financial | 789 Don Mills Rd. | Toronto | Ontario | M3C 1T9 | Canada

Tags: Final Expense, Foresters

Introducing CVS Health / Accendo Final Expense Plans

Posted by www.psmbrokerage.com Admin on Mon, Jun 15, 2020 @ 02:38 PM

Tags: Final Expense, Aetna Supplemental, CVS Health, Accendo

Foresters PlanRight Application Bonus - June

Posted by www.psmbrokerage.com Admin on Fri, Jun 12, 2020 @ 11:11 AM

Tags: Final Expense, Foresters

Introducing GTL's Heritage Plan - Graded Whole Life Insurance

Posted by www.psmbrokerage.com Admin on Sun, Apr 19, 2020 @ 01:34 PM

Tags: Final Expense, Whole Life, GTL

Introducing Prosperity Life Final Expense Plans

Posted by www.psmbrokerage.com Admin on Thu, Apr 02, 2020 @ 12:44 PM

Tags: Final Expense, phone sales, online sales, Prosperity Life

Get to know the New PlanRight from Foresters

Posted by www.psmbrokerage.com Admin on Thu, Dec 05, 2019 @ 02:32 PM

Effective date December 8, 2019
 
Foresters Financial Log on to ezbiz
Get to know the new PlanRight. Download the Product Guide.
Effective December 8, 2019, Foresters Financial™ is introducing a brand new PlanRight! It’s fast, flexible protection that’s been enhanced to help meet the needs of your clients.
 
    New Branded Plans  
 
 
 
Level, Graded, and Modified are now Preferred, Standard, and Basic
 
New minimum face amount of $5,000 on all plans
 
A death benefit amount, based on 100% of the face amount, from day one on our newly branded Standard plan
 
 
    Simplified Application and Shorter PHI  
 
 
 
Streamlined health questions improving application flow
 
Easier to qualify for Standard and Preferred plans
 
Shortened PHI providing instant medical eligibility over the phone. And now 5 minutes faster!
 
 
    New Riders & Competitive Rates  
 
 
 
Family Health Benefit Rider available on all plans
 
Accelerated Death Benefit Rider for Terminal Illness on select plans¹
 
Same rates on the Preferred Plan and lower rates for select non-tobacco users²
 
 
Watch for more info coming soon to your inbox! Be sure to get the PlanRight US General application below or log in to ezbiz to get state-specific applications and to order your new PlanRight materials.
 
Download the U.S. General Application
Be prepared. Call PSM today for more details
 
800-998-7715
 
Not appointed with Foresters? Click Here

Foresters products and their riders may not be available or approved in all states and are subject to underwriting approval, limitations, contract terms and conditions, and state variations. Refer to the applicable Foresters Product Guide and the insurance contract for your state for these terms and conditions. Products underwritten by The Independent Order of Foresters.

1 Family Health Benefit rider is available on all plans, while Accelerated Death Benefit rider for Terminal Illness is only available on Standard and Preferred Plans.

2 Reduced rates are applicable only to male non-tobacco users, ages 65-70 and female non-tobacco users, ages 64-70.

For Producer use only. Not for use with the public. 418212 US 12/19

 

Tags: Final Expense, Whole Life, Foresters

Mutual of Omaha Living Promise Final Expense: Automated Underwriting is Here!

Posted by www.psmbrokerage.com Admin on Thu, Nov 15, 2018 @ 03:41 PM

header

AUTOMATED UNDERWRITING IS HERE!

We just received confirmation that the installation of the Instant Decision Living Promise e-App will be the evening of Friday, November 16 and will be live on Saturday, November 17th at 9AM Central.

PLEASE READ FOR IMPORTANT INFORMATION!

How do you get trained?
Mutual created a training video that will walk you through the new and improved application process. The entire presentation is 21 minutes long and while it can be viewed on your mobile devices, it is best viewed on a laptop. Below is the link to the training video: https://www.brainshark.com/mutualofomaha/vu?pi=zJ9zqmkqxzkVyz0
 
With Automated Underwriting, you can deliver instant underwriting decisions to your clients through a faster application process.
 
What do I need to do BEFORE Saturday, November 17th
The iGo eApplication will be automatically updated, so you will not need to download any new software. There are some things you will need to do by Friday, November 16th at 5PM Central

  1. Make sure any Living Promise eApplications you have started are submitted by 5PM Central on Friday, November 16th. Any eApp that is not submitted by then will be deleted during the upgrade.
  2. Make sure you have copies of a blank application with you over the weekend. While we anticipate no problems with the installation, we do not want you to be in a jam while you are in front of a client.
  3. To download the application packets, please visit our producer website at www.mutualofomaha.com/broker and visit “Forms and Materials” to download the appropriate application.



Check out the on-demand training video by clicking the link below. 


Instant Decision for Living Promise® eApp (In Person Signature)

image-1


We’ll notify you as soon as Living Promise Instant Decision is ready, so make sure you are! 
Need a quick refresher on Living Promise? Click here to view this on demand training video.

If you have any questions or would like to get contracted with Mutual of Omaha, please contact us at 800-998-7715 or go here

Additional Updates:
 

Tags: Final Expense, mutual of omaha, living promise

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