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Simplified Issue
Download Disclaimer - Simplified Issue
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Getting Started - Simplified Issue
Getting Started
When we created our Simplified Issue products, we wanted them to be simpler for everyone - including you. This page is filled with the resources you need to get up and running in no time.
Welcome to Mutual Training Video
Sales Professional Access (SPA)
By logging in to Sales Professional Access (SPA) you are able to access even more detailed information including reporting, case status and more!
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Quoting Tools
Quotes for Sales Professionals
Term Life Answers, Term Life Express, Indexed Universal Life Express, Whole Life Guaranteed, Children's Whole Life and Guaranteed ADvantage
Mobile Quote App
Instantly quote selected life insurance products with this app for your smartphone.
Online Quote
Instantly quote selected life insurance products online.
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Mutual Insights
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Mutual Insights - Episode 1
Mutual Insights Interview with Manager, Simplified Life Underwriting - Mandi Keller
Mutual Insights - Episode 2
Mutual Insights Interview with Sales Director Adam Schitea and Senior Vice President Yuri Veomett
Getting Started About - Simplified Issue header
About Mutual of Omaha
Getting Started About - Simplified Issue
Mutual of Omaha Insurance Company Overview
Learn about Mutual of Omaha, our financial strengths and ratings.
Wild Kingdom
The beloved television show produced from 1963 until 1988 featured never before seen wildlife and nature.
Golf Sponsorships
Our golf sponsorship supports exemplary athletes who share our commitment to hard work, focus and superior
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Product Resources
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Your Life, Simplified.
Learn the high-level product features of our Simplified Issue products.
Placement and Persistency
This flyer defines placement and persistency and helps you understand why they are so important.
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Living
Promise Client Brochure
Use
this brochure with clients to discuss their need for final expense life insurance.

Living
Promise Client Highlight Sheet
Use
this as a quick guide to all the product details.

My
Wishes Record Keeper Guide
Makes
a great leave behind piece after you make the sale. Contact Sales Support to customize.

Living
Promise Product and Underwriting Guide
Use
this helpful guide to learn about the product and underfeatures of Living Promise.

Living Promise e-App Training Video - Email Signature Process
Our producer training video walks you through the LIving Promise iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting an e-signature.

Living Promise e-App Training Video - In-Person Signature Process
Our producer training video walks you through the Living Promise iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting a wet signature in-person.

TLE
Client Brochure
Use
this brochure with clients to discuss their needs for quick issue term life insurance.

TLE
Client Highlight Sheet
Use
this as a quick guide to all product details.

TLE
Living Benefit Riders Product Guide
Learn
how our Living Benefit Riders work on TLE. This piece includes helpful examples.

TLE Automated Underwriting Training Video - Email Signature Method
that Lasts (Length:
31:26)
Our producer training video walks you through the TLE iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting an e-signature.

TLE Automated Underwriting Training Video - In-Person Signature Method (Length:
27:42)
Our producer training video walks you through the TLE iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting a signature in-person.

TLE Product Guide
Explains how a Term Life Express policy works. Includes a detailed description of the product features and riders.

IUL
Express Product Brochure
A
comprehensive brochure that shows how IUL Express can provide clients with protection that lasts. It
explains the features and benefits of the product, as well as how the indexed interest works.

IUL
Express Highlight Sheet
Provides
a high-level overview of IUL Express's product features, as well as the riders available to customize
a policy.

IUL
Express Process Guide
This
guide will take you through the step-by-step process for determining a premium, completing the
application packet, understanding the underwriting process, and delivering an IUL Express
policy.

IUL
Express Product Guide
Explains
how an IUL Express policy works. Includes a detailed description of the product features and
riders.

IUL Express - Protection
that Lasts (Length:
6:02)
Use
our client-approved video to help you explain how an IUL Express product works and the benefits an IUL
Express policy has to offer.

IUL Express - Producer Training Video (Length:
10:03)
Use our training video to learn how the IUL Express product works, who the target market is, and where you can go to quote it.

IULE e-App Training Video - Email Signature Process (Length:
10:03)
Our producer training video walks you through the IULE iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting an e-signature.

IULE e-App Training Video - In-Person Signature Process (Length:
10:03)
Our producer training video walks you through the IULE iPipeline e-App, including the underwriting questions and instant decision process. This version shows the screens when collecting a wet signature in-person.

Children’s
Whole Life Client Brochure
Use
this brochure with clients to discuss their need for Children's Whole Life insurance.

Children’s
Whole Life Client Highlight Sheet
Provides
a high-level description of the Children's Whole Life product and its features.

Children’s
Whole Life Product Guide
Complete
producer details about the Children's Whole Life product.

Children’s
Whole Life Case Study
This
flyer gives a hypothetical example of how Children's Whole Life insurance can guarantee future
insurability.

Children’s
Whole Life Case Study - Grandparents
This
flyer provides a hypothetical example of how grandparents can provide life insurance for their
grandchildren.

Guaranteed
ADvantage Client Brochure
Use
this brochure with clients to explain the product, reasons to purchase and its affordable
pricing.

Guaranteed ADvantage Producer Product and Rate Guide
This
reference booklet lists male and female individual and family rates based on various age brackets.
Also discusses product features and provides a list of policy exclusions.
Underwriting - Simplified Issue
Underwriting and Application
Underwriting Contact Info
For questions regarding underwriting or case status.
Contact Underwriting: (800) 715-4376
Monday-Friday 8:00 a.m. - 4:30 p.m. CST
Underwriting Resources - Simplified Issue
Underwriting Resources
Underwriting Resources - Simplified Issue
Express Underwriting Reference Guide
Basic underwriting requirements, build chart and what is automatically declined.
Prescription Drug Exclusion List
List of medications that make a client ineligible for our Simplified Issue products.
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Advanced Sales Concepts - Simplified Issue
Advanced Sales Concepts
Use these concepts with clients who have more complex needs such as estate planning, business insurance, retirement planning, charitable giving and taxation.
Buy-Sell Agreements
Do you have a client who owns their own business? A buy-sell agreement is one way to protect their business and ensure it lasts well into the future.
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Contact and Support
Mobile Quotes: Search for “Quotes for Sales Professionals” in the Apple store or Google Play
Full Illustrations: winflexweb.com
Sales Support
Contact for producer questions, illustration support, ordering and customizing materials.
Phone: (800) 693-6083
Email: sales.support@mutualofomaha.com
Mon. to Fri. 8:00 a.m. - 5:00 p.m. (CST)
Underwriting
Phone: (800) 775-7896
Mon. to Fri. 7:30 a.m. - 5:00 p.m. (CST)
Emailed Paper Applications
Email: lifeapps@mutualofomaha.com
- Application must be a JPEG, TIF or PDF file
- Password protected documents will not be accepted
- Only one application per email
- Email subject line must be: "New App"
Mailed Applications
United of Omaha
Attn: Individual Life
Underwriting
9330 State Hwy. 133
Blair, NE 68008
Faxed Applications
Fax: (402) 997-1800
Tech Support for e-Applications
Tech. Support: (800) 641-6557
Client Personal Health Interview (PHI)
*Per Underwriting request
Phone: (800) 775-3000
Mon. - Thurs. 8:00 a.m. - 8:00 p.m. (CST)
Fri. 8:00 a.m. - 5:00 p.m. (CST)
Apptical Phone Interview
*Living Promise paper applications only
Phone: (855) 464-9577
Mon. to Fri. 7:30 a.m. - 1:00 a.m. (CST)
Sat. to Sun. 9:00 a.m. - 9:00 p.m. (CST)
Customer Service
Phone: (800) 775-7894
Email: mycustomerservice@mutualofomaha.com
Mon. to Thu. 7:00 a.m. - 5:30 p.m. (CST)
Fri. 7:00 a.m. - 5:00 p.m. (CST)
Contracting
Phone: (800) 867-6873
Fax : (402) 997-1830
Email: contractsandappointments@mutualofomaha.com
Commissions
Phone: (800) 475-4465
Debt Recovery
Phone: (800) 475-4465; Option 2
Email: broker.compensation@mutualofomaha.com
Claims
Phone: (800) 456-0227
Fax: (402) 997-1951
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