Mutual Income Solutions: Summer Webinar Series
Summer is finally here, and so is our latest webinar series! We are excited to kick off a four-part series designed to increase your knowledge on Mutual of Omaha’s Mutual Income Solutions℠ disability insurance product and heat up your summer sales.
The webinar topics might be new to some and a good refresher for others.
Session 1:
Mutual Income Solutions: Product Overview
Date: Tuesday, June 14
Time: 1-2 p.m. CST
Our new disability income insurance product, Mutual Income Solutions, makes it easier to do business with us, while the competitive features and benefits help your clients achieve the income protection that best fits their needs. Learn what product benefits make Mutual Income Solutions an excellent option for both more affluent clients as well as the middle market. You’ll also see how to create a customized solution to fit a variety of needs and lifestyles to help your clients protect their most valuable asset — their income!
Session 2:
Mutual Income Solutions: Underwriting Best Practices
Date: Tuesday, June 28
Time: 1-2 p.m. CST
With Mutual of Omaha’s Mutual Income Solutions product, our goal is to provide the best possible offer of disability income insurance to help protect your client’s income. Each case is carefully evaluated based on three underwriting criteria: occupation, health and income.
Join our Underwriting manager to learn best practices and how effective field underwriting can help increase placement rate.
Session 3:
Mutual Income Solutions: Marketing Overview
Date: Tuesday, July 12
Time: 1-2 p.m. CST
With a maximum monthly benefit of up to $20,000 per month, Mutual Income Solutions provides flexible or customizable coverage to meet your clients’ needs and help protect their lifestyle. To help you start the conversation and show clients how the Mutual Income Solutions product fits into their financial strategy, we’ve created a suite of marketing materials. Our Marketing Manager is excited to break down the various materials and provide tips on when to use each item.
Session 4:
Mutual Income Solutions: Claims Process Review
Date: Tuesday, July 26
Time: 1-2 p.m. CST
Mutual of Omaha’s disability income insurance solutions are meant to help provide clients with peace of mind if they experience a disabling illness or injury. If a client experiences a sickness or injury that requires them to submit a Mutual Income Solutions claim, there’s a good chance that both you and the client will have questions. Your client needs to file a disability claim … now what? Join our Director of Claims for an overview of the claims process and how you can best support your clients throughout the process.