Dr. Rachael Yvonne Davis: Financial Representative at Mutual of Omaha

09/08/2026

When you wanted to be the coolest kid on the block you knew just what to do: Grab a baseball card and attach it to your bicycle spoke. If you used a baseball card to make your Schwinn sound like a Harley, you may be ready for a Medicare supplement insurance plan. Americans born in 1960 are now eligible. Contact me to learn about Medicare solutions from Mutual of Omaha Insurance Company and its affiliates.

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

09/08/2026

The value of life insurance isn’t measured by the policy itself, but by the support it can provide the people you care about most.

If the unexpected happens, is your family protected? Benefits from a life insurance policy provide support that can make a meaningful difference for your loved ones during a difficult time. Contact me to learn more.

09/08/2026

A Traditional IRA isn’t just a retirement account; it’s a tool that can help protect your income as you move from working years into retirement. Understanding how it works and how it fits into your overall retirement strategy can help you protect your financial security as life evolves.

Check out this article for more information.

Understand how a traditional IRA works, when taxes apply, and how it supports retirement income planning. Learn the benefits, limits, and key considerations.

09/03/2026

Many families spend years focusing on one goal: saving for college.

But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.

Episode 87 of Make It Personal explores the next phase of the college planning journey.

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

08/28/2026

If you've been asking about Ms. Kathy, wait until you see this! 🥋🥊 On the way to the doctor’s office, rocking her “FIGHT CANCER” shirt, she proves that her spirit is absolutely unbreakable. This completely unscripted moment captures her incredible strength, her sense of humor, and her fighting spirit against cancer and sarcoidosis.

Ms. Kathy also shares the heart behind Book Angel, a non-profit organization established back when Dr. Rachael Yvonne Davis was just 8 years old, dedicated to fighting both cancer and illiteracy. It’s a powerful reminder to keep pushing forward, no matter the odds.

If you or a loved one are looking for peace of mind, remember that protecting your health is the best investment you can make.

Ms. Kathy says call me, Dr. Rachael Yvonne Davis if you need good health insurance 📲 DrRachaelYvonneDavis.com
📱 Text: (972) 813-9601
(Dr. Rachael Yvonne Davis | [email protected])
☎️ Office: 469.454.8912
📅 Book directly on my calendar:
[email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/?ismsaljsauthenabled=true

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/4iD834C

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/4xOkwH7

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/4cmaTHn

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/4wDH9hf

07/30/2026

Looking for a career that blends sales, finance, marketing and entrepreneurship? The Financial Representative Trainee program at Mutual of Omaha is designed for individuals eager to build their own business, connect with clients and develop financial expertise — all while earning a stable income and working with a trusted brand.

If you’re ready for an exciting, rewarding career, that makes a real difference in people’s lives, this could be the opportunity you’ve been looking for.

Apply today or reach out to learn more! 📩

🔗 https://mutualofomaha.co/4yNTdhn