Click here for 2018 Carrier submission fax numbers (10/1/2017)
We do our best to maintain this forms section for your convenience. This site enables you to access forms 24/7. If you can't find a form you need or find one you think is outdated, please notify us. OR you can click here to request forms and Maryam Rezayat will be happy to help you.
For licensing/appointment forms please contact Charlcie Storck, ext 211, click here to email Charlcie.
There are generally two types of annuities sold - fixed and indexed. Annuities typically offer tax-deferred growth of earnings, lifetime income and may include a death benefit that will pay a beneficiary a specified minimum amount. Most investors know that the stock market can be volatile. Annuities offer a viable method to safeguard your client’s future.
There is a great deal of choice and flexibility in long-term care insurance policies. Your clients can select a range of care options and benefits that allow them to get the services they need in the settings that suit them best. MIS will help you obtain the right policy to fit your client’s needs.
Mutual of Omaha
Medicare Advantage& Part D (click here for more information)
Medicare Advantage (like an HMO or PPO) is another Medicare health plan choice your 65 and older clients may have as part of Medicare. Medicare Advantage Plans, sometimes called “Part C” or “MA Plans,” are offered by private insurance companies approved by Medicare.
Part D plans, sometimes called "PDPs”, add drug coverage to Original Medicare, some Medicare Cost Plans, some Medicare Private Fee-for-Service (PFFS) Plans and Medicare Medical Savings Account (MSA) Plans. MIS will help you identify the best program available to meet your client’s needs.
Medical Mutual of Ohio
The Health Plan
Medicare Supplements (click here for forms) Click here(9/21/17) for a rate comparison table for our various carriers.
Medicare Supplements are a great “Door Opener” for you to cross-sell many of the different products we offer; including, but not limited to Final Expense, Long Term Care and Annuities. The U.S. population age 65 and over is expected to double in the next 25 years. By 2030 almost one out of five Americans (some 72 million people) will be 65 years or older.
United World Life (company of Mutual of Omaha)
SENIOR SERVICE Click here for the Senior Product Portfolio (11/22/17)