1. Mutual of Omaha’s Medicare Supplement
Dec-18
For Producer Use Only

2. Our Company
Founded in 1909
A Mutual company owned by our policyholders
A full-service, multi-line provider of insurance and financial services products
Strong Brand Recognition
Dec-18
For Producer Use Only

3. Financial Strength
In 2009, Mutual of Omaha entered their 100th year in the business
$2.1 Billion in surplus
Bond Portfolio rated 94%
$1.5 Billion in cash flow
Dec-18
For Producer Use Only

4. Strong Brand Community Connection Sponsorships
USA Swimming
Golf
Mutual of Omaha’s Wild Kingdom
Dec-18
For Producer Use Only

5. Product Highlights Products available are: Health Annuities
Medicare Supplement
Disability
Critical Illness
Annuities
Life Insurance
Long-Term Care
Dec-18
For Producer Use Only

6. Why Us for Medicare Supplement?
In Medicare supplement business since 1966
Largest producer sold company
Competitive premiums
Product offered in all states with exception of Massachusetts
Dec-18
For Producer Use Only

7. Our Products Most states attained age rated
Plans offered A, F & G. Some will have additional plans B, C,D,&M
Rate guaranteed at time of application and for 12 months following the effective date of the policy
Vision Discount benefit (some states excluded)
No certificate or policy fee
Dec-18
For Producer Use Only

8. United of Omaha -Premium Features
7% household discount (Excludes or varies in MO and CT)*
Standard/Class I/Class II ratings** (not applicable during Open Enrollment/Guarantee Issue periods)
Male rates more competitive
Area ratings improved to provide more competitive premiums in TN, TX and MI
Recently expanded into NE, SD, ME, NJ and CA
*12% discount in MO/ No discount in CT
**Class rating not applicable in TX and CT
Dec-18
For Producer Use Only

9. Med Supp E-App
Ability to take electronically Medicare supplement applications via E-signature and Voice Authorization (IVR).
Training available – New App ready for use 08/17/2011
New Tool coming July 15th – ability to sign on through SPA –
Automated Underwriting Rules
On-time app changes, rate updates
Will Not allow Incomplete apps to be submitted
Prevents submission of dup apps
Data entry will be real time
Non underwritten apps can be issued within 5 minutes.
Dec-18
For Producer Use Only

10. Our Processes
One month premium at time of application via check or ACH withdrawal
Online application process (Med Supp Sales Software)
Mail App – take application over the phone and mail to client for signature
Ability to accept applications via fax
Ability to have policies sent directly to client
Dec-18
For Producer Use Only

11. Our Services
Policies issued in four days on average with automated underwriting on clean applications
Direct contact with underwriters
Over 90% placement rate
Dedicated Sales and Support team
Dec-18
For Producer Use Only

12. Sales Professional Access- SPA (mutualofomaha.com/broker)
Detailed information on Products
Including Forms & Materials
Training
Underwriting Guides
News
Reports
Incentives
Compliance
Do Not Call
Fraud and Anti-Money Laundering Training
Compliance Manual
Dec-18
For Producer Use Only

13. Our Reporting Available on SPA Status of applications
Policy Conservation
Policy Schedules for Policies sent directly to client
Rerating Adjustments
Marketing Credit Info
10-19 apps – ½ credit for each $ of anbp – 20 or more is 1 full credit.
Dec-18
For Producer Use Only

14. Prospecting
Pre-approved materials overprinted with your contact information. Can be viewed on SPA.
List Vendor-USADATA
All lists are pre-scrubbed against FTC and State Attorney General Do Not Call Registries and DMA’s Do Not Mail file
Low pricing (under 3.5 cents per name) and low minimums ($50)
Check out mutualidn.usadata.com or call
Dec-18
For Producer Use Only

15. Marketing Items Point of Sale Brochure Eye Med Vision Discount Program
USA DATA List Vendor
Prospecting Pieces
Dec-18
For Producer Use Only

16. Compensation Questions call: 1-800-475-4465 Paid weekly EFT Available
$150 min for a check to be mailed
$25 min for EFT
Dec-18
For Producer Use Only

17. More Questions
A dedicated Sales and Support Unit at Mutual of Omaha
Call:
Dec-18
For Producer Use Only