Davis Wealth and Risk Management Christopher L. Davis - Financial Advisor

10/19/2026

Taking care of your to do list feels even better when you know you're protecting your loved ones.

10/17/2026

Saving toward a financial goal? Knowing where you stand can be a helpful place to start.

Use this calculator to estimate how long it may take to reach your savings goal:
https://mutualofomaha.co/4e2N8VV

You know how much you’ll need to reach your financial goal. Use this calculator to estimate how long it may take to get there.

10/15/2026

It’s time to enroll in a Medicare supplement insurance plan. From Oct. 15-Dec. 7, you can explore your options to find a plan that best meets your needs. Contact me with any questions.



Disclosures: https://mutualofomaha.co/4ezE7nb

10/15/2026

What's the highest return you can get?

That may not be the most important financial question.

Episode 93 of Make It Personal explores how CFOs think differently about money by focusing on one key question: "What job does every dollar need to do?"

This conversation highlights why assigning purpose to every dollar may be one of the most powerful planning strategies available.

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

10/12/2026

Fixed index annuities can sound complicated, but understanding the basics can make them easier to evaluate.

Learn how fixed index annuities work, along with potential benefits and important considerations to keep in mind.

Learn what a fixed index annuity is, how it works, how it compares with fixed annuities, 401(k)s and more, plus key trade-offs.

10/08/2026

Many retirees ask the same question:
"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"

Episode 92 of the Make It Personal podcast explores why Required Minimum Distributions and retirement spending are not the same thing, and how thoughtful planning can help retirees navigate these decisions with greater confidence.

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

10/05/2026

Losing someone you love is always difficult and navigating insurance shouldn’t add more stress. When Evie reached out about her dad’s life insurance policy, she found clear guidelines and compassionate support that helped her focus on what mattered most — her family and moving forward.

10/03/2026

If you’ve ever wondered whether your income affects your ability to contribute to a Roth IRA, you’re not alone. This article explains how eligibility rules work and why monitoring income changes can help you avoid surprises at tax time.

Learn how Roth IRA income limits work, who’s eligible to contribute, and what to do if your income exceeds IRS limits.

10/01/2026

What makes life insurance different from nearly every other financial product?

Before coverage is issued, both your health and your financial situation are considered.

Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.

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

09/28/2026

A Statement of Health (SOH) is a form an insurer uses to assess your current health and to help determine eligibility, coverage and premiums. In this article, discover what a Statement of Health asks and how it can help you determine the coverage that’s right for you.

Learn how a Statement of Health affects your insurance policy, premiums and overall coverage. Navigate the form and insurance requirements without trouble.