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*Materials are for download only. For ordering and state-specific versions, log in to Forms & Materials or contact Sales Support.

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.

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!

Not registered? All you need is your production number and you're ready. Sign up.

SPA User Guide

Questions about using SPA? Start here.

View SPA User Guide

Quoting Tools

Quotes for Sales Professionals

Term Life Answers, Term Life Express, Indexed Universal Life Express, Guaranteed 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.

About Mutual of Omaha

Mutual of Omaha Insurance Company Overview

Learn about Mutual of Omaha, our financial strengths and ratings.

Mutual of Omaha Insurance Company Overview

Wild Kingdom

The beloved television show produced from 1963 until 1988 featured never before seen wildlife and nature.

Visit Wild Kingdom

Golf Sponsorships

Our golf sponsorship supports exemplary athletes who share our commitment to hard work, focus and superior

Visit the Golf Website

New Agent Monthly Webinar Series

Tune in to our reoccurring monthly webinar series.

Monthly Webinar Series

Product Resources

Jump on the Express Flyer

Learn the high-level product features of our Simplified Issue products.

View Express Flyer

Living Promise Client Brochure

Living Promise Client Brochure
Use this brochure with clients to discuss their need for final expense life insurance.

Living Promise Client Highlight Sheet

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

My Wishes Record Keeper Guide

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

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

Automated Underwriting Flyer

Automated Underwriting Flyer
Learn about our instant decision process for Living Promise e-Applications.

Automated Underwriting Flyer

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.

Automated Underwriting Flyer

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

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

TLE Client Highlight Sheet

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

TLE Living Benefit Riders Product Guide

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

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

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.

GUL Express Client Brochure

GUL Express Client Brochure
Use this brochure with clients to discuss their need for quick issue permanent life insurance.

GUL Express Client Highlight Sheet

GUL Express Client Highlight Sheet
Use this as a quick guide to all the product details.

GUL Express Product Guide

GUL Express Product Guide
Overview of all the product details for GUL Express.

GUL Express Sales Solution

GUL Express Sales Solution
Learn how you can offer your clients flexible options with the short pay and dial down features on GUL Express.

GUL Express Sales Solution

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

GUL Express Sales Solution

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

IUL Express Product Brochure Brochure

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

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

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

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

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

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

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

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

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

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

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

Children’s Whole Life Case Study

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

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

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

Guaranteed ADvantage Client Product and Rate Guide

Guaranteed ADvantage Client 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 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

Express Underwriting Reference Guide

Basic underwriting requirements, build chart and what is automatically declined.

View Reference Guide

Underwriting Guidelines

Review of all Life product underwriting guidelines.

View Guidelines

Prescription Drug Exclusion List

List of medications that make a client ineligible for our Simplified Issue products.

View List

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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.

Protect the Future of Your Business

Learn how to utilize the Buy-Sell sales concept.

View Guide

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: lifeeapps@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)

Sat. 10:00 a.m. - 2:00 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

Email: indlifeclaims@mutualofomaha.com

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