Strategic Partners
Strategic Partners } Mutual of Omaha: Marketing Materials - 401(k)
Need a supply of marketing materials?
- Please contact Jackie Braun at (402) 351-5353 to order printed copies.
Mutual of Omaha Marketing Materials - Overview
Product Overview Brochure
This brochure provides a high-level overview of our retirement product and services.
MUGC8895_0210
This brochure provides a high-level overview of our retirement product and services.
MUGC8895_0210
Product Overview Flyer - Plan Sponsor Version
This flyer provides a high-level overview of our retirement plans product, along with associated fees and compensation. It is for producer use only and may not be used with clients.
MUGC8905_0210
This flyer provides a high-level overview of our retirement plans product, along with associated fees and compensation. It is for producer use only and may not be used with clients.
MUGC8905_0210
Small Business 401(k) Flyer
This flyer provides information about our retirement plan for small business owners.
MUGC8937_0210
This flyer provides information about our retirement plan for small business owners.
MUGC8937_0210
Strong. Stable. Secure.
This brochure provides detailed information about Mutual of Omaha's financial strength. It replaces the 2009 annual report.
M26765
This brochure provides detailed information about Mutual of Omaha's financial strength. It replaces the 2009 annual report.
M26765
Financial Strength Flyer - United version
This flyer details Mutual of Omaha and United of Omaha's financial ratings.
MUGC8254_0409
This flyer details Mutual of Omaha and United of Omaha's financial ratings.
MUGC8254_0409
Individual(k) Plan Brochure
This brochure provides information about our Individual(k) plans.
MUGC8542_0210
This brochure provides information about our Individual(k) plans.
MUGC8542_0210
Roth 401(k) Brochure
This guide outlines what plan sponsors and financial advisors need to know about adding Roth 401(k) provisions to a retirement plan.
MUGC8764_0210
This guide outlines what plan sponsors and financial advisors need to know about adding Roth 401(k) provisions to a retirement plan.
MUGC8764_0210
457(b) Product Flyer
This flyer provides information about our retirement product for governmental plans.
MUGC9000_0210
This flyer provides information about our retirement product for governmental plans.
MUGC9000_0210
AgentIRA Flyer
A plan sponsor can refer to this flyer for information on the AgentIRA program from Mutual of Omaha. This program is designed to help administer automatic rollovers from a retirement plan.
MUGC8667_0210
A plan sponsor can refer to this flyer for information on the AgentIRA program from Mutual of Omaha. This program is designed to help administer automatic rollovers from a retirement plan.
MUGC8667_0210
Enrollment Presentation
This is the enrollment presentation and script for facilitating participant enrollment meetings.
AFN32287_0210
This is the enrollment presentation and script for facilitating participant enrollment meetings.
AFN32287_0210
Enrollment Presentation - Spanish
This is the enrollment presentation and script for facilitating participant enrollment meetings in Spanish.
AFN32287_SP_0210
This is the enrollment presentation and script for facilitating participant enrollment meetings in Spanish.
AFN32287_SP_0210
Sample Enrollment Kit - United
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit - Companion
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit - United - Spanish
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit - Companion - Spanish
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
