October 19th, 2020

Mutual of Omaha Transition Rules
Sales Insights

The following transition rules will apply:

Paper Application

 — DI Choice Portfolio and DI Choice at Work applications signed by October 31, 2020, and received in the home office on or before November 13, 2020, will be processed and provided prior coverage.

— Applications with a signed date of November 1, 2020, and later will be returned and not processed. No exceptions will be made. 

— If a client wants to change to the new product on or after October 15, 2020, a new e-Application is required for Mutual Income Solutions. 

— Old DI Choice Portfolio and DI Choice at Work applications received after November 13, 2020, will not be accepted regardless of application sign date. Applications will be closed, and a new Mutual Income Solutions e-Application will be required to apply for disability income insurance coverage. No exceptions will be made.

 — Pending applications will be processed as follows: 

    • Pending DI Choice/DI at Work applications older than 60 days are no longer considered valid (will be incomplete), so after 60 days Underwriting will require a new e-App for the new product. 

     • App Dating: Backdating is not allowed for DI Choice/DI at Work applications. 

— No new employee DI Choice at Work applications will be allowed on existing groups



— DI Choice Portfolio and DI Choice at Work products will be removed from Winflex effective November 1, 2020. The last day illustrations can be run will be October 31, 2020.




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100 Miracle Mile, Suite 250
Coral Gables, FL 33134
Phone: 305-448-0100
Toll Free: 800-790-2019
Fax: 305-448-2022
Email: info@dibrokereast.com