Get appointed

[00:00] Doing annuity business with Mutual of Omaha starts with a few key steps. Get ready to sell, find the right solution, submit the application, and keep the

[00:08] case moving through issue. Before you begin, make sure your appointment, licensing, and required training are complete, including AML, NAIC annuity suitability, and

[00:20] any state-specific requirements. You can find training links and resources on Sales Professional Access. Once you're ready to sell, you can use WinFLEX to quote and run illustrations for

[00:32] Mutual of Omaha's annuity portfolio. This helps you explore available products, compare options, and identify a solution that fits your client's goals. When it's time to submit business, choose the right

[00:44] method: FireLight for UltraAdvantage FIA, AnnuityNet when available, or paper applications through forms and materials. Before you submit, review the application for good order.

[00:57] Make sure client details, beneficiary information, signatures, dates, and required documents are complete. After submission, our new business team reviews the

[01:08] application and works to move the case towards issue. To help keep things moving, respond promptly to any outstanding requirements.

[01:16] Once requirements are satisfied and funds are received, the policy can be issued. Funding options include EFT, check, wire transfer, 1035 exchange,

[01:27] or direct transfer. From training and forms to product information and business status tools, Mutual of Omaha gives you the resources to do business with

[01:37] confidence. Visit the Annuity Hub or Sales Professional Access whenever you need help with next steps.