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In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.
Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning.
Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.
We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt.
We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.
Our in-house marketing and advertising department creates marketing pieces for general agent use and specific pieces for select producers.1
Our supply department supports agents by helping to locate and send correct forms and supplies needed to write business.