Alex Stefanic: Financial Representative at Mutual of Omaha

Alex Stefanic: Financial Representative at Mutual of Omaha Insurance Licensed in: VA, NC, SC, MD, MA, NH, RI

Disclosure: https://www.mutualofomaha.com/disclosure

Peace of mind doesn’t have to break the bank. Learn how affordable hospital indemnity coverage can be with Mutual of Oma...
06/18/2026

Peace of mind doesn’t have to break the bank. Learn how affordable hospital indemnity coverage can be with Mutual of Omaha Hospital Protection℠ insurance policy.
Connect with me today.

If your business disappeared tomorrow would your financial security disappear with it? This episode of Make It Personal ...
06/18/2026

If your business disappeared tomorrow would your financial security disappear with it?

This episode of Make It Personal discusses building wealth beyond the business.

🔗 Learn more: https://mutualofomaha.co/4xCMGWo

Nobody likes to think about it — but here's the truth:7 out of 10 people who turn 65 will need long-term care at some po...
06/17/2026

Nobody likes to think about it — but here's the truth:
7 out of 10 people who turn 65 will need long-term care at some point. And in 2026, the average cost of a private nursing home room is over $9,700 a month. 😳
Medicare doesn't cover it. Your savings might not survive it. And waiting until you need it? By then, it's usually too late to get affordable coverage.
I wrote this blog to cut through the noise and give you the honest truth about long-term care costs in 2026 — what's covered, what's not, and what your real options are.
Whether you're planning for yourself or helping a parent, this is the conversation that can't wait. ⏳
👇 Read the full post here:
🔗 https://mutualofomaha.co/3QR0DPT

Have questions? Drop a comment or send me a message — I'm always happy to help. 🤝



This information is general and not tax, legal, or investment advice. Strategies discussed may not be appropriate for all individuals—consult a qualified professional regarding your specific situation.

Ref: 8955149.1

Annuities can provide you with a guaranteed income stream, either for a fixed length of time or for the rest of your lif...
06/17/2026

Annuities can provide you with a guaranteed income stream, either for a fixed length of time or for the rest of your life.

Disclosure: Annuity guarantees are backed by the claims-paying ability of the issuer.

There's a lot to consider when it comes to a disability policy! Talking with a financial professional can help you cover...
06/16/2026

There's a lot to consider when it comes to a disability policy! Talking with a financial professional can help you cover all your bases.

🚨 Quick question: Do you know how much you're allowed to save this year?The IRS just updated contribution limits for 202...
06/15/2026

🚨 Quick question: Do you know how much you're allowed to save this year?
The IRS just updated contribution limits for 2026, and if you're not taking full advantage, you could be leaving money — and tax savings — on the table.
I wrote a quick-start guide breaking down the new numbers for 401(k)s, IRAs, and HSAs — including a brand-new "super catch-up" that lets folks ages 60–63 contribute even more.
Whether you're just getting started or you've been saving for years, this is worth a 5-minute read. 👇
📖 https://mutualofomaha.co/4waTWYb
Have questions about how this applies to you? Drop me a message or give me a call — I treat every client like family, and I'm happy to help you make a plan. 💙


This information is general and not tax, legal, or investment advice. Strategies discussed may not be appropriate for all individuals—consult a qualified professional regarding your specific situation.

Ref: 8955138.1

💡 Quick question: Is your savings account actually working for you — or just sitting there?If you've been keeping your m...
06/12/2026

💡 Quick question: Is your savings account actually working for you — or just sitting there?
If you've been keeping your money in CDs because they feel safe, I totally get it. But here's something worth knowing: in 2026, the average 5-year CD pays about 4.34% — and Uncle Sam taxes that interest every single year, even if you don't touch it.
Meanwhile, a 5-year fixed annuity can offer around 6.30%, and your earnings grow tax-deferred — meaning more of your money stays working for you, not going to the IRS.
I just published a new blog post breaking down the real differences between CDs and fixed annuities — no jargon, no sales pitch. Just honest talk about:
✅ When a CD is still the right move
✅ When a fixed annuity makes more sense
✅ A simple 3-step roadmap to figure out which is right for your money
📖 Read it here: https://mutualofomaha.co/4uzUnKh
You've worked too hard to settle for "fine" when your money could be flourishing. If you want to talk through your specific situation, I'm always just a message or phone call away. ☕💙


Annuities are insurance products, not FDIC-insured, and guarantees rely on the issuing insurer. Rates shown are examples and may vary. Annuities may include surrender charges and limited liquidity. They are tax-deferred; withdrawals are taxed and may incur early penalties. This is not tax or financial advice—please consult a qualified professional regarding your specific situation.

Ref: 8955264.1

Virginia small business owners — July 2026 is closer than you think. ⏳If you have 5 or more employees, a new state manda...
06/12/2026

Virginia small business owners — July 2026 is closer than you think. ⏳

If you have 5 or more employees, a new state mandate means you'll need to offer a retirement savings option. You can go with the state's default RetirePath program… or you can take control and choose a private plan that works harder for you and your team.

I wrote a blog post breaking it all down — what's required, what your options are, and how to turn a compliance requirement into a real business advantage.
Don't wait until the deadline is breathing down your neck. Let's get ahead of this together.

📖 Read here: https://mutualofomaha.co/4arq5lA



This information is general and not tax, legal, or investment advice. Strategies discussed may not be appropriate for all individuals—consult a qualified professional regarding your specific situation.

Ref: 8969681.1

Let's talk about the "A-word." 😅Annuities get a bad rap — and honestly, some of the criticism used to be fair. But the p...
06/11/2026

Let's talk about the "A-word." 😅
Annuities get a bad rap — and honestly, some of the criticism used to be fair. But the products have evolved, and most of the horror stories people repeat are based on myths, not math.
In my newest blog post, I tackle the 4 biggest annuity myths head-on:
❌ "The fees are astronomical!" → Many modern annuities have zero annual fees.
❌ "It's just a commission grab!" → Your $100K stays $100K on day one.
❌ "Your money is locked away forever!" → Most allow 10% annual penalty-free withdrawals.
❌ "The insurance company keeps it when you die!" → Today's contracts include death benefits for your loved ones.
So are annuities bad? No. Are they for everyone? Also no.
But if you're nearing retirement and the thought of a market crash keeps you up at night, an annuity might be the "personal pension" you didn't know you needed.
I didn't come from a sales background — I came from Big 4 accounting and corporate finance. When I look at a strategy, I look at the internal rate of return, risk-adjusted outcomes, and whether it makes sense for your family.

📖 Read the full post and see if the math adds up for you → https://mutualofomaha.co/4aHDIgu



Annuities are insurance products, not FDIC-insured, and guarantees rely on the issuing insurer. Rates shown are examples and may vary. Annuities may include surrender charges and limited liquidity. They are tax-deferred; withdrawals are taxed and may incur early penalties. This is not tax or financial advice—please consult a qualified professional regarding your specific situation. Features, fees, expenses, and compensation vary by product and may be significant.

Ref: 8956948.1

What if a sudden health crisis wiped out years of careful retirement planning? This episode of Make It Personal tackles...
06/11/2026

What if a sudden health crisis wiped out years of careful retirement planning?

This episode of Make It Personal tackles the “what if” of healthcare: the costs that can derail even the most meticulous retirement plan and how you can take control now to protect yourself and your finances.

🔗 Watch here: https://mutualofomaha.co/43wA8lD

Address

4870 Sadler Road, Suite 105
Glen Allen, VA
23060

Telephone

+18047991939

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