Jaime Estrada, LUTCF

09/01/2026

Life changes often trigger important financial updates, but life insurance is one of the most overlooked.

A new job, a new home or a growing family can change what you need from your life insurance. If you’ve had a recent life change, it may be a good time to review your coverage. Let’s make sure it still fits.

09/01/2026

Chocolate can lower blood pressure, right? Hold off before grabbing that candy bar. Dark chocolate may offer some health benefits, but its effect on blood pressure is minimal.
Read on to get the scoop about chocolate and blood pressure. 🍫 https://mutualofomaha.co/3Se6Ypn

08/31/2026

No necesitas suerte cuando tienes la cobertura de un seguro de vida.

08/31/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

08/27/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

🎧 Watch here: https://mutualofomaha.co/4zIkl1I

08/20/2026

Many families are balancing several financial priorities at once.

Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.

This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.

🎙️ Watch Episode 85: https://mutualofomaha.co/4qwSw8K

08/13/2026

Do all catch-up contributions now have to be Roth?

Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.

Watch here: https://mutualofomaha.co/4qfrnqp

08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4z2Tmh2

07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/4wHGo6M

07/25/2026

When planning for the future, your long-term financial stability should be top of mind. One way to achieve this is by investing in life insurance. For many, the idea of life insurance begins and ends with term policies designed to cover them for a specific period. But what happens when your needs extend beyond a temporary solution?

Read more in this article.

Learn about permanent life insurance, how it offers lifelong coverage, gives cash value accumulation, and provides financial security for loved ones.