Online Resources to Grow Your Business
Did you know that we provide a wide variety of online resources to help you stay ahead of the competition and grow your business?
Go to rms401k.com to:
- Access sales and marketing materials
- Download appointment and licensing forms
- Request a quote
- Stay informed of the latest industry news
- Locate and contact a wholesaler near you
- Discover how our business model can help you improve efficiency and become more profitable
To learn more, visit and bookmark rms401k.com today.
LGIA Benefit Calculator Now Available
A new online benefit calculator lets participants project how much annual retirement income their current balance and future contributions to Mutual of Omaha's Lifetime Guaranteed Income Account (LGIA) will provide. Go to calculator.
Impact of Health Care Reform on Retirement Products and Services Appears Minimal
Mutual of Omaha recently completed an analysis of the new health care reform bill as it affects retirement products and services. While there are still many unknowns, the initial impact appears to be minimal. Non-qualified annuities are the only retirement products Mutual offers that are directly affected by the bill.
Analysis of Annuities Provisions
Beginning in 2013, high-income individuals ($200,000 filing single returns, $250,000 filing joint returns) are subject to a 3.8 percent tax on unearned income. The tax is based on the lesser of total net investment income or the amount by which income exceeds the threshold. Investment income would include income from interest, annuities, dividends, royalties, rents and capital gains that are not derived in the ordinary course of a trade or business. Distributions from tax-qualified plans are exempt.
We will continue to provide updates as more details emerge on how the reform measures will affect our industry.
Aha Moments Tour
Mutual of Omaha is taking their latest sponsorship on the road with the launch of the new aha moments tour. Beginning May 4 in Oklahoma City, Mutual of Omaha’s custom AirStream trailer will visit 25 cities in a quest to capture America's aha moments. Invite your clients and their participants to stop by and share their stories - perhaps they’ll be the faces of future commercials. (You’re welcome to record you own aha moment, too.) Visit mutualofomaha.com/aha for a complete schedule and to learn more about the tour.
Back on the Fortune 500
After a two-year hiatus, Mutual of Omaha returned to the Fortune 500* with a 117-place jump.
Omaha World-Herald, “Mutual returns to Fortune 500.”
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* Fortune magazine, April 2010
