Retirement Plan Prospecting Process
1
Identify Prospects
Complete and return the Advisor Prospecting Worksheet. We'll research your list and provide the best prospects to contact.
2
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.
3
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.
