Great American – Important Updates and Reminders

Simple Updates And Reminders 

 

 

Year-end processing deadline

To ensure that loan, distribution, RMD and annuitization requests are processed in the 2017 calendar year, all necessary paperwork must be received in the Home Office and in good order by December 15, 2017.

Please keep in mind, requests for a 403(b) 401, or 457 plan may require a signature from a plan administrator or employer.

Tax information

New! Client 1099 tax forms will be available online for your clients to access beginning January 15, 2018.

Client and agent 1099 forms will be mailed the week of January 22, 2018.

Simplify your business with new features now available on GAconnect.com

We’ve added the following features to help you stay connected and improve the way you do business:

* View year-to-date commission totals on the GAconnect homepage and compensation information page

* Receive alerts when renewal letters are available to view. If you currently receive correspondence notifications, you will automatically begin getting renewal notifications.

Mutual of Omaha – Express Newsletter for December 13, 2017

 

Help Clients Assess the Indexed Interest Rate Potential
Our Indexed Universal Life look-back calculator provides clients with information that can help them assess the indexed interest rate potential for an allocation to each of the S&P 500 crediting options. Learn more about how the calculator works.
 
Living Promise iPipeline e-Application Update
Find out what’s coming to the Living Promise (Final Expense) iPipeline e-App on December 16, 2017. 

2018 Marketing Materials
Effective today, the 2018 Medicare supplement and SELECT marketing materials are available to order through your normal channels.
 
Broker Bonus Program – More States
We have added five new states to our Broker Bonus Program. Now you can make even more bucks on your Medicare supplements underwritten business in AL, NH, NM, SD and VA.
 
Idaho Med Supp Household Discount
Effective December 15, 2017 the seven percent household discount will no longer be available for Mutual of Omaha Medicare supplement new business in Idaho.
 
February/March 2018 Standardized Rate Adjustment
Please review the upcoming Standardized Rate Adjustment in FL and HI. 

New LTCi Sales Idea Flyers
We have created new sales idea flyers to help you promote several great benefits to your clients. 

New York Approves Priority Income Protection®
Please take note of this update on Priority Income Protection® in New York.
 
Priority Income Protection® Now Available on WinFlex
You asked and we listened. You now have multiple options to quote Priority Income Protection. 

Three products designed with your client’s recovery in mind
The Critical Advantage portfolio is Critical Illness, Cancer, and Heart Attack and Stroke.

 

Reminder: End-of-Year Pay Schedule
The holidays are quickly approaching – don’t forget to review the end-of-year pay dates.
 
Mobile Quotes Updates
In January we will be sunsetting 19 old versions of the mobile quotes app. Upgrade now to get the newest version of Quotes for Sales Professionals.
 
Holiday Office Closings
Mutual of Omaha and its affiliates will be closed on Monday, Dec. 25, 2017 and Monday, Jan. 1, 2018 for the holidays.
As always, we APPRECIATE YOUR BUSINESS! If you have any questions or if we can be of further assistance, please contact the Marketing Department at 1-800-397-9999.

North American – Website and Commission Statement Updates

Website and Commission Statement Updates
Website Updates

The North American Producer Website will feature a new Producer Profile tool – a new way to access your commission, financial and training information.

Watch this tutorial video to learn how to navigate the new Producer Profile tool

 

Commission Statement Updates

As previously announced, don’t forget about the exciting upcoming enhancements to our existing life division Commission Statements. As a reminder, those changes include a new Statement Format: modern, easy-to-follow format, with detailed calculations.

Please note that Taxable Earnings in the Year-To-Date Totals section of the statement will
include the Ending Balance Owed to Company from the Advance section of your statement.
This will be changed before year-end 2018, but we did not want to delay delivery of these new statements.

View samples of the updated commission statements here:

Producer Version

These updates will be available for the first pay cycle in January 2018. We value your business and we are excited to provide efficient tools, which allow you to spend more time with your customers.