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.

Legacy Marketing – December Rates

Legacy Rate Announcement

The latest rates are in for Legacy Exclusive Products. To be among the first to know, download the complete package of current Quick Reference sheets, showcasing rate information, product highlights, and state availability. Any changes are indicated in blue.  

Rates, Date, and States

Mutual of Omaha – Express Newsletter for December 6,…

 
How Were Our IUL Products Designed? At United of Omaha, we designed our IUL products with simplicity in mind. Learn what sets our IUL products apart and about the features that were designed to benefit your clients.
 
Coming Soon: Living Promise e-App Updates We will be updating the Living Promise (Final Expense) e-Application screens. Learn more about the transition process so you are prepared for the updates. 
2018 Part B Premium Income Level Correction Information provided in last week’s Broker Express regarding the Medicare Part B premium income levels for 2018 were inaccurately reported.
 
Plan N Rate Adjustment Please review the upcoming Plan N Rate Adjustment in VA. 
Understanding Long-Term Care Insurance Buyers At Mutual of Omaha, our goal is to help you find the right people to talk to about long-term care insurance. 
New York Approves Priority Income Protection Priority Income Protection (PIP) helps you serve your middle-income clients who need to protect their most important asset-their paycheck.
 
DI Underwriting Enhancements After listening to your feedback, we’ve taken steps to improve communication and standardize delivery requirements. Several enhancements have been implemented.  USADATA – Discount on List Orders Plus a Chance to Win USADATA is running a promotion for Mutual of Omaha producers now through January 5th.

State Life – Upcoming Changes to ImmediateCare Plus Conversion

Upcoming Changes to ImmediateCare Plus Conversion ImmediateCare Plus was discontinued for new business sales as of Apr. 10, 2017, and is only available via conversion from Legacy Care. As of Jan. 1, 2018, the ImmediateCare Plus conversion option from Legacy Care will be changing to a new, simplified approach using the Chronic Illness Rider on Legacy Care.   The only payout option available to a Legacy Care policy owner wishing to utilize his/her Chronic Illness Rider will be Life with 100% Cash Refund at Death. Only Legacy Care contracts in force at least six months, neither annuitized nor matured, are eligible for conversion and the 5% of net single premium bonus under the Chronic Illness rider.  As always, the policy owner must be certified as chronically ill by a licensed healthcare practitioner. There will be no need for an estimate or assessment under this new process.   Also as of Jan. 1, 2018, conversions will not be eligible for commission payments.

Americo – December Rates

New Annuity Rates Effective December 8, 2017   The deadline to lock in current rates is December 7, 2017. Applications and money must be received in the Home Office by December 7, 2017, 5:00 PM, Central, in order to lock in current rates. 1035 exchange and transfer money on applications received by end of day on December 7, 2017, must be received in the Home Office no later than January 22, 2018, 5:00 PM, Central, to receive the current rate.    For more information and to view new rates, click the link below.   Rate Card