EBA Webinar Available Online
Our recent webinar, How to Profit from Selling Small Retirement Plans, featuring RMS' Mike Ziccardi and Stadion's Tim McCabe and hosted by Employee Benefit Adviser, is now archived online.
Click here to access the webinar.
The webinar will be available online for a limited time. Feel free to pass along the content to any of your colleagues. (Note: you may be asked to register to access the webinar. Registration is free.)
Overview
Many advisors avoid selling retirement plans to plan sponsors with less than $20 million in assets due to the high costs associated with recordkeeping, fund selection, participant communications and other administrative tasks. View this webinar on how you can tap into this large, under-served market with a greater opportunity to improve profits without sacrificing efficiency.
FOCLpoint Now Available to
Advisors of Record
You asked. We delivered. Advisors of record now can access their clients' information on FOCLpoint - Mutual of Omaha's secure, online repository for plan documents. Advisors automatically will be granted access for all new plans that elect to utilize FOCLpoint. If you would like access to an existing plan's information, please e-mail planinstallation@mutualofomaha.com.
New Brochure Communicates
Financial Strength
A new brochure is available to share with your plan sponsors. "Strong. Stable. Secure." provides detailed information about Mutual of Omaha's current financial strength and stability. This piece replaces Mutual's 2009 annual report. Please call or e-mail me to order printed copies.
401(k) Sales Made Easy
Retirement plans are complex. Selling and servicing them doesn't have to be. As an advisor, all you need to do is identify opportunities and build client relationships. We'll do the rest.
We provide one-on-one guidance and support throughout the entire sales process. In addition, we also can show you how to be more efficient, add greater value to your clients and grow your retirement plans business. Give me a call today to learn more.
Coming Next Month… The Arrow
Becomes a Blog
The Arrow newsletter is getting a makeover. Beginning next month, the new blog format will feature the same types of articles you rely upon to help you stay ahead of the competition, with added functionality - including the ability to read The Arrow on your mobile device.
