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Strategic Investment Selection

Callan Associates, Inc.

Callan Associates, Inc. provides strategic investment consulting for Mutual of Omaha's retirement-savings products. Based on extensive experience in developing investment structures for defined benefit and defined contribution plans, endowments, trust and foundations, Callan developed a best practice model of defined contributions to help Mutual of Omaha determine the number and type of investment options to offer you.

Investment Manager Oversight Committee

Mutual of Omaha's Investment Manager Oversight Committee (IMOC) is comprised of respected investment and retirement services experts from Mutual of Omaha, supported by advisors from Callan. The committee selects and monitors the investment managers and fund options in our investment lineup. This added level of due diligence can help you fulfill your fiduciary responsibilities.

 

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For informational purposes only. Should not be construed as legal or investment advice, a promise of benefit or guarantee of investment performance.

Investment options are offered through a group variable annuity contract (Forms 901-GAQC-07 and 901-GAQC-07(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha is not licensed in New York. In New York, Companion Life Insurance Company, Lynbrook, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as provided in the annuity for the Guaranteed Account. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

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