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Mutual of Omaha

Living Promise Whole Life

Product Training

  • Learn the product on the Alliance University Training website (you will need your Alliance log in info, click on the cart button - $0,00 and check out to get to the training page. Then when you get to the order summary page, click on the name of the course and you will go to the course page.):   click here

  • Additional training on the arc website: click here​

  • Download the product guide: click here

  • Download the Build Chart: click here

  • Download the Medication List:  click here

  • Download the Medical Questions (this will help you determine what to quote): click here

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Quoting Tools​​

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E-App

  • Mutual of Omaha e-apps are also on the iPipeline platform, therefore their e-app is very similar to Foresters and Transamerica.  They also require an email signature from both the client and the agent.

  • If you do not have an agent number yet, then just fill in seven "Zero's" for the agent number:  0000000.

  • Also in the middle of the e-app, it will require the client to e-sign the HIPPA via email before you can move on and complete the rest of the application.

  • Here is an excellent video of the process with a live agent client which shows what happens on the client side:  click here

  • Here is a video of the process with a live client:  click here

  • Here is some guidance on the doing the e-app:  click here

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Term Life Express Term

  • Learn the product on the Alliance University Training website (you will need your Alliance log in info, click on the cart button - $0,00 and check out to get to the training page. Then when you get to the order summary page, click on the name of the course and you will go to the course page.):   click here

  • Additional training on the arc website: click here​

  • Download the product guide: click here

  • Download the Build Chart: click here

  • Medication List: click here

  • Download the Underwriting Guide: click here

 

Quoting Tools​​

​

E-App

  • Mutual of Omaha e-apps are also on the iPipeline platform, therefore their e-app is very similar to Foresters and Transamerica.  They also require an email signature from both the client and the agent.

  • If you do not have an agent number yet, then just fill in seven "Zero's" for the agent number:  0000000.

  • Also in the middle of the e-app, it will require the client to e-sign the HIPPA via email before you can move on and complete the rest of the application.

  • Here is an excellent video of the process with a live agent client which shows what happens on the client side:  click here

  • Here is some guidance on the doing the e-app:  click here

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Other Stuff

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