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Mutual of Omaha Express – December 3

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Express

A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution
December 03, 2025

Life Insurance

Help Create a Season of Harmony with IULs

Use our IULs as a tool to help your clients determine how to pass the family business down to their next generation equally.

Upcoming iPipeline System Maintenance

The iPipeline e-Application system will be briefly unavailable on December 10 due to scheduled maintenance.

Medicare Solutions

Hospital Indemnity Plan: Major Diagnostic Testing

Help your clients cover expensive medical tests with the hospital indemnity major diagnostic testing rider.

Celebrating an Incredible 2025

2025 was packed with upgrades, incentives, and enhancements designed with you in mind.

Heads Up! – Don’t Miss Earning a Broker Bonus this Medicare AEP

With Medicare AEP coming to a close, round out your sales with a nice Broker Bonus.

Long-Term Care

Upcoming LTC Rate Adjustments-Impacted Policyholder Listing

Agents in impacted states should review upcoming LTC rate adjustments now to proactively support their clients before the February and March 2026 changes.

Critical Illness

Cancer and Heart Disease Trends: What You Should Know for 2025+

These trends make the Critical Advantage portfolio a timely, relevant solution for clients seeking affordable protection against life’s most common critical health events.

Understanding the Critical Advantage Portfolio: What You Need to Know

With cancer, heart attack & stroke, and comprehensive critical illness options, you can easily match each client to the protection that fits their biggest risks.

Annuities

Annuity Interest Rate Updates Effective December 1, 2025

Our Deferred Fixed Annuity Rates have increased and some Ultra Advantage FIA® new money crediting rates have decreased, effective December 1, 2025.

News

2025 Year End Processing Deadline is Fast Approaching

As we approach the close of 2025, please remember to submit all outstanding requirements that will help to wrap up year-end business.

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3300 Mutual of Omaha Plaza
Omaha, NE 68175, US

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Discover the Future of LTC with CareScout Care Assurance

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CareScout: A New Era in Long-Term Care Insurance

Wednesday, November 12th – 11.00 AM to 11.30 AM PST

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Join us for an exclusive webinar introducing the CareScout Care Assurance Solution—CareScout Insurance Company’s inaugural long-term care (LTC) insurance product designed to simplify and dignify the aging journey.

What You’ll Learn:

  • How CareScout Care Assurance combines financial protection with access to a nationwide network of vetted aging care providers
  • Flexible benefit options ranging from $50,000 to $250,000 with inflation protection
  • Digital-first experience from application to delivery
  • How this solution supports families with personalized care planning and wellness resources

🎤 Speaker: Mark Buehner, Senior External Channel Sales Manager, CareScout Insurance

Let’s simplify long-term care—together.

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How to Develop Your Own LTC Philosophy 🦉 Wednesday, October 15

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What’s Your LTC Philosophy?

Thursday, September 25th – 11.00 AM to 11.20 AM PST

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Most successful advisors have a clear philosophy on how they think about Long Term Care risk – but is that philosophy developed based on facts?

Join us for “What’s Your LTC Philosophy?” where you’ll learn:

✅ What the data says about actual LTC claims
✅ Why the most popular ‘3-year’ plan design may not be the ‘ideal’ design when it comes to Long Term Care planning
✅ How to structure a plan that appropriately addresses the real financial risk of care

By the end of this session, you will be able to confidently communicate how your clients can remove or reduce the risk of an extended health care event.

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Crack the Code on LTC Conversations with Clients 💬 Thursday, September 25

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Thursday, September 25th – 11.00 AM to 11.20 AM PST

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Advisors often know why clients need Long-Term Care planning—but struggle with how to present it in a clear concise manner.

Join us for Mastering the LTC Conversation: A Step-by-Step Guide for Advisors, where you will learn a repeatable process to introduce, position, and close LTC solutions with confidence.

✅ How to frame the LTC discussion so clients lean in, not tune out
✅ A proven structure for taking the conversation from start to finish
✅ How to structure an LTC plan that your clients find compelling

This webinar will give you a practical roadmap you can start using immediately with clients.

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NGL: New Long-Term Care Product Filed

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BIG NEWS – NGL has filed a new LTC Product

We’re thrilled to share big news from NGL Long-Term Care! NGL has filed an innovative new LTC product packed with enhanced features and benefits designed to better serve your clients. Pending regulatory approval, this will elevate the way NGL protects your clients’ futures.

See below for a preview of the product and to learn about the exchange program for the new product.

New Product Preview

Pending states’ regulatory approval, NGL’s new long-term care offering includes the following:

What’s Staying Great…

  • Joint product for couples
  • Third shared pool option for couples (Shared Benefit Amount Rider)
  • 2, 3, 4, 5 or 6-year benefit periods
  • 10-Pay option (includes rate guarantee)
  • 90- and 180-day elimination periods

Exciting New Additions…

  • Monthly benefits of $1,500 to $12,000 ($300 increments)
  • Calendar day Elimination Period
  • Compound inflation riders of 1,2,3,4, and 5%
  • Alternate plan of care
  • Premium based on current age rather than age-nearest-birthdate
  • 5% partner discount for applicants that are part of a couple, but applying individually
  • 10-year rate guarantee for lifetime pay
Exchange Program:

To ensure a smooth product transition that is fair to consumers that want to become insured before the new product is released, NGL will offer a guaranteed exchange to the new product.

Here’s What You Need to Know:

Exchange eligibility starts with applications dated May 1, 2025, or later in the Compact States, which are:

AL, AK, AZ, AK, CO, CT, DE, DC, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MA, MI, MN, MS, MT, NC, ND, NE, NV, NH, NJ, NM, OH, OK, OR, PN, RI, TN, TX, UT, VA, VT, WA, WV, WI and WY.

  • Non-Compact States will have exchange opportunities as filing and launch timelines are confirmed
  • Exchanges are available for 60 days after the product launches in each state
  • No new underwriting required—hassle-free!
  • New product premiums will be based on the insured’s age at time of exchange
NGL’s Commitment to LTC

NGL is dedicated to leading the LTC insurance market with products that meet your clients’ needs. This new product is a game-changer, and this exchange program demonstrates their commitment to you and your clients.

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SecureCare UL hits the big time in CA

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Big news, big changes. Securian’s SecureCare™ Universal Life (UL) is hitting the big time in California. Two major updates are on the way!

New rates in California launching April 7, 2025
SecureCare UL launches new rates in California on April 7, 2025, creating stronger opportunities for your agents and their clients.
Get the details

New online application process for SecureCare UL launching March 31, 2025
Clients will be able to complete the underwriting questionnaire (part 2 of the application) online starting March 31, 2025. Using this option can reduce underwriting times by one week, on average.
Learn more

With these launches, SecureCare UL is taking center stage in California – offering greater value, enhanced convenience and new opportunities for you and your agents.

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Mutual of Omaha Express

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Express
A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution
MARCH 19, 2025
Life Insurance

Who is in Your IUL Bracket?

Make sure that Income Advantage IUL and Life Protection Advantage IUL are top seeds in your life insurance bracket this year.

Coverage at the Speed of Life

Get your clients the protection they need when they need it with Term Life Express® – the quick-issue solution packed with valuable features that requires minimal paperwork and delivers maximum peace of mind.

Medicare Solutions

Dental Insurance Announcement

We will be adjusting dental rates in the coming months as states approve.

Available Premium Payment Options

Refresh yourself on Mutual of Omaha’s payment and processing guidelines.

Upcoming Rate Adjustments – Med supp and Dental

View upcoming Med supp and dental rate adjustments for various states.

Long-Term Care

LTCi Inforce Rate Increase

Effective June 1, 2025, we will be implementing inforce rate adjustments that impact the state of Illinois.

Case Monitoring: A Valuable Resource for Tracking Long-Term Care Policies

Case Monitoring is a great tool that can be utilized for receiving regular case status updates from your LTC case manager.

Critical Illness

A Fresh Take on Critical Advantage

Let our refreshed marketing materials help you start the conversation about our Critical Advantage portfolio with clients.

Managing Cancer Costs with Mutual of Omaha’s Cancer Insurance

Help your clients focus on recovery, not financial stress, with comprehensive cancer insurance coverage.

Annuities

Deferred Annuity Rates Will Decrease for March 24, 2025

New money rates for deferred annuity products will decrease on March 24, 2025

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Tax-Free Dollars for LTC 🩺 Tuesday, February 11

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Annuities are a fantastic retirement income solution, but what happens if they’re no longer needed for income?

Tuesday, February 11th – 10.00 AM to 10.30 AM PST

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Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future extended health care needs? This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC.

LEARN HOW YOU CAN:

  • Turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC
  • Leverage the liability of tax-deferred assets into a larger, tax-free pool of money for LTC
  • Use assets to provide LTC for 2 people
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Deep-dive webinar on Thrivent’s Traditional LTC

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Deep-dive webinar on Thrivent’s Traditional LTC

January 15, 2025 / 12:00-1:00 PM PST

Learn about the benefit-rich standalone LTCi product, backed by an A++ rated fraternal insurer, that is now available to independent producers. Thrivent will discuss the benefits, riders and sweet spots where Thrivent shines.

This session provides a deeper look at Thrivent’s traditional LTC solution, including:

  • A refresher on Thrivent’s differentiators against others in the industry.
  • Innovative inflation options
  • Underwriting niches and the importance of prescreening health.
  • Caregiver resources by Homethrive
REGISTER NOW

NOTE: When registering, please enter the name of Your Thrivent BGA when prompted. This will allow you to receive replay information as well as any materials discussed on the call.

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Nationwide: Updated Nationwide Business Practices and Compliance Guide is now available

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Dear Financial Professional,

Thank you for your continued partnership with Nationwide®. Due to industry and Nationwide policy changes, a review of the Business Practices and Compliance Guide and the Anti-Money Laundering Policy was completed, resulting in modifications to the materials.

The Business Practices and Compliance Guide (Guide) and the Anti-Money Laundering (AML) Policies govern the activities of financial professionals. All financial professionals are required to comply with the Guide, state and federal laws, rules and regulations and any other applicable Nationwide policies and procedures.

Additional information

Our commitment to compliance begins with financial professionals who are committed to observing high standards of behavior.

The Guide provides the following information:

  • Suitability standards, required information and disclosures
  • Marketing and solicitation
  • Licensing and appointment
  • Processes and procedures

NOTE: These policies will occasionally be superseded by regulatory announcements and/or other communications. You will be notified via email or our website of any changes.

The AML policy provides the following information:

  • Recognizing red flags and suspicious activity
  • Acceptable forms of deposits
  • Penalties associated with money laundering
  • Confidentiality requirements

NOTE: If you notice possible money laundering activity, please contact Nationwide AML Compliance at 1-877-406-4747 or email BDRQST@nationwide.com.

What you need to do
Please review the AML policy and the Guide via the links provided above.

For help when you need it
If you have any questions or need additional information, please contact us at 888-767-7373.

Sincerely,
Nationwide Service Center

Visit us online

Go to nationwidefinancial.com to learn about our products, services and more.

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