Mutual of Omaha Advisors offers insurance-based financial strategy and retirement planning services through its insurance agents* and financial advisors. With offices across the country, our agents* and advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains the highest standards of professionalism and service to our customers. We begin by ta
king our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer's wants and needs, do our advisors recommend the right strategies. Agents* and advisors with Mutual of Omaha Advisors work hard to:
• Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
• Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
• Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
• Help small business owners protect their life's work for their family and employees. To get in contact with a professional in your area, send us a message! Disclosures:
*WA/OR residents: All references to "agent" should be replaced with "producer".
**Our agency has agents/producers licensed to offer products in these states. Some agents/producers may be licensed in more than one state. Please contact this office for more information. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Home Office: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Make it Personal Podcast: This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone.
