Retirement Plan Prospecting Process
Complete and return the Advisor Prospecting Worksheet. We'll research your list and provide the best prospects to contact.
Reach Out to Prospects
Use our talking points to prepare your script and reach out to the high potential prospects we've identified from your worksheet.
Get A Yes or No
YES: Set up and confirm a meeting with the prospect and your Mutual of Omaha Regional Sales Director.
NO: Go back to step one and repeat with the next prospect.