Sample Sales Presentation
Wholesalers can use this to present the Mutual of Omaha story to potential clients.
RPD543
Wholesalers can use this to present the Mutual of Omaha story to potential clients.
RPD543
Capabilities Brochure
This brochure provides detailed information about Mutual of Omaha Retirement Services, including an overview of our products, investments, service and education as well as information about our associates, the Mutual brand and sponsorships. With a convenient pocket inside, it is designed to be used in conjunction with our various product flyers.
MUGC8598_0707
Approximate size: 9 x 11.25 (18 pages)
This brochure provides detailed information about Mutual of Omaha Retirement Services, including an overview of our products, investments, service and education as well as information about our associates, the Mutual brand and sponsorships. With a convenient pocket inside, it is designed to be used in conjunction with our various product flyers.
MUGC8598_0707
Approximate size: 9 x 11.25 (18 pages)
Overview Brochure
This brochure provides a high-level overview of our retirement plans products and services.
MUGC8505_0608
Approximate size: 11 x 17 (folded to 8.5 x 11)
This brochure provides a high-level overview of our retirement plans products and services.
MUGC8505_0608
Approximate size: 11 x 17 (folded to 8.5 x 11)
Investment Options Brochure
This brochure provides detailed information about our available investment portfolios and fund options.
MUGC8336_0708
Approximate size: 11 x 17 (folded to 8.5 x 11)
This brochure provides detailed information about our available investment portfolios and fund options.
MUGC8336_0708
Approximate size: 11 x 17 (folded to 8.5 x 11)
Investments Flyer
This flyer provides a high-level overview of our investment options.
MUGC8506_0707
Approximate size: 8.5 x 11
This flyer provides a high-level overview of our investment options.
MUGC8506_0707
Approximate size: 8.5 x 11
Services Flyer
This flyer provides a high-level overview of the administrative, recordkeeping and fiduciary support services available to plan sponsors.
MUGC8507_1007
Approximate size: 8.5 x 11
This flyer provides a high-level overview of the administrative, recordkeeping and fiduciary support services available to plan sponsors.
MUGC8507_1007
Approximate size: 8.5 x 11
Education Flyer
This flyer provides a high-level overview of the education and guidance programs available to plan participants.
MUGC8508_0707
Approximate size: 8.5 x 11
This flyer provides a high-level overview of the education and guidance programs available to plan participants.
MUGC8508_0707
Approximate size: 8.5 x 11
Qualified Default Investment Alternative (QDIA) Flyer
This flyer provides a high-level overview of our QDIA options.
MUGC8771
Approximate size: 8.5 x 11
This flyer provides a high-level overview of our QDIA options.
MUGC8771
Approximate size: 8.5 x 11
TPA flyer
This flyer provides information about our retirement plan platform for third-party administrators.
MUGC8773
Approximate size: 8.5 x 11
This flyer provides information about our retirement plan platform for third-party administrators.
MUGC8773
Approximate size: 8.5 x 11
Strategic Investment Consulting Brochure
This brochure describes why Mutual of Omaha Retirement Services engaged Callan Associates, Inc. to provide strategic investment consulting for our retirement-savings products and the benefits this relationship brings to plan sponsors.
MUGC8652_0707
Approximate size: 8.5 x 11
This brochure describes why Mutual of Omaha Retirement Services engaged Callan Associates, Inc. to provide strategic investment consulting for our retirement-savings products and the benefits this relationship brings to plan sponsors.
MUGC8652_0707
Approximate size: 8.5 x 11
Wholesaler's Prospecting Letter
This letter can be used by wholesalers to recruit producers.
This letter can be used by wholesalers to recruit producers.
Broker's Prospecting Letter
This letter can be sent by brokers to prospective plan sponsors.
This letter can be sent by brokers to prospective plan sponsors.
Agent's Prospecting Letter
This letter can be sent by agents to prospects.
This letter can be sent by agents to prospects.
Financial Highlights Flyer
This flyer provides financial and ratings information for Mutual of Omaha.
MUGC8859
Approximate size: 8.5 x11
This flyer provides financial and ratings information for Mutual of Omaha.
MUGC8859
Approximate size: 8.5 x11
Product Overview Flyer
This flyer provides a high-level overview of our retirement plans product, along with associated fees and compensation. It is for RMS producer use only and may not be used with clients.
MUGC8815
Appoximate size: 8.5 x 11
This flyer provides a high-level overview of our retirement plans product, along with associated fees and compensation. It is for RMS producer use only and may not be used with clients.
MUGC8815
Appoximate size: 8.5 x 11
To order printed copies of these pieces, please contact the Sales Desk
at
877-401-SALE (7253) or e-mail salesdesk@mutualofomaha.com.
Mutual of Omaha Insurance Company. All rights reserved.