The Premium Deposit Account Agreement (PDA) is now available to add to the SecureCare™ product line. Your SecureCare clients can now simplify their premium payments with this new optional agreement. By adding the PDA to their existing SecureCare policy, clients can fund their multi-pay policy with a single lump-sum payment into the account, which will then automatically pay their remaining annual premiums.

Mutual of Omaha has announced in-force rate adjustments for certain LTCI policies in New Hampshire and Washington, D.C. The changes will go into effect on Oct. 1, 2025.

A review of Nationwide’s Business Practices and Compliance Guide and Anti-Money Laundering Policy was recently completed, resulting in modifications to the materials. All financial professionals are required to comply with the Guide, state and federal laws, rules and regulations, and any other applicable Nationwide policies and procedures.

Stay informed with the newly updated MutualCare® Solutions Product and Underwriting Guides! They are now available for download on Mutual of Omaha’s website.

Thrivent’s Paying for Extended Care brochures have been rebranded and replace all previous versions. These materials can be downloaded from the links below and have been updated in iPipeline’s FormsPipe tool. If you host copies of these materials on your own site, please update your files with the latest versions and delete previous copies.

Compact States | Non-Compact States | Florida | California

Securian’s new Long-Term Care Agreement (LTCA) is now available on individual universal life policies in all states except California, Montana, New York, and Oregon. It provides a flexible mix of death benefit and LTC protection, allowing clients to leverage their life insurance policy to receive the benefits they need.

Mutual of Omaha has announced in-force rate adjustments for certain LTCI policies in Alaska, Nebraska, and New York. The changes will go into effect on Sept. 1, 2025, for Alaska and Nebraska, and on Oct. 1, 2025, for New York.

Thrivent uses iPipeline to provide access to its eApp, illustrations, and printable applications. Beginning June 20, 2025, iPipeline will require multi-factor authentication, and shared accounts will not be allowed. In preparation, please update your account with an accurate email address and mobile number to ensure you can log in after the deadline.

NGL’s medical records vendor, eNoah, is implementing a process for obtaining special authorizations electronically, saving time and effort. This change will go into effect on June 23, 2025. Be on the lookout for live demos of the new process later this month.

In 2021, Thrivent launched a linked-benefit long-term care insurance (LTCI) solution to complement its traditional LTCI product offering. Although the traditional solution remains competitive, the linked-benefit product (CareForward) has become a less attractive offering. Given this, Thrivent is suspending the sale of CareForward effective June 27, 2025. Pending business will continue to be underwritten and placed until Sept. 9, 2025.