News and Updates
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Webinar: Reaching Prospects in the New Environment
Adapt your prospecting tactics so you can continue to grow your business, despite today’s challenges.
In this issue: Join Us May 6 for a Special, Virtual Sales Forum; Work Virtually or By Phone During the Coronavirus Pandemic; Help Clients Get Medical Care at Home; Gain Medicare Supplement Knowledge for Additional Sales; The Retail Program at Walmart Stores
We may be at home for now. But we’re still here for you. In these uncertain times, your clients need the solutions and expertise you provide more than ever.
Webinar: How the CARES Act Impacts You and Clients
Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now – and that could include you and your clients.
What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program
The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners.
How to Send Out Personalized Videos to Your Clients
With this personalized video tool, you can place videos within your emails, using their user-friendly mobile app and online dashboard.
How to Do a One-On-One Virtual Meeting With a Client
Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.
Email/Letter on Life Insurance Challenges
As life insurance companies tighten underwriting and raise premiums, send this to clients to make sure they know about the new urgency of buying or changing life insurance policies.
The Omaha Association of Health Underwriters (OAHU) has selected Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales® (SMS), as the recipient of its Underwriter of the Year Award recognizing distinguished service to the association and the industry.
Email/Letter on Safe Money Planning
Send this to clients to invite them to discuss their concerns about the market fallout from the coronavirus pandemic, as well as safe money solutions that could address those concerns.
With this list of virtual tools, you’ll be able to conduct workshops virtually through a webinar platform.
Coronavirus Aid, Relief and Economic Security Act – CARES Act
The Unites States Federal Government passed the Coronavirus Aid, Relief and Economic Security Act, or the CARES Act. This package will provide economic relief.
In this issue: When You Can’t Meet Face-to-Face With Clients; Continuing to Serve You Through the Coronavirus Crisis; Conducting Business in a Socially Distanced World; Protect Your Business With Cyber Liability Insurance; Gain Sales Through Medicare Expertise
Changes for PDP and e-App Over the Phone Enrollments
For the health and safety of you and your clients Mutual of Omaha highly recommends that everyone practice social distancing. The ability to conduct business via electronic application is one way to adhere to this practice.
Senior Market Sales Service Update
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.