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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 Sales Support

Proposal Flowchart
This electronic chart provides an overview of our proposal process.


Sample Proposals


Following are electronic versions of our printed proposals.

Full Service (24 pages)


TPA (24 pages)


Installation Flowchart
This electronic chart provides an overview of our installation process.


Plan Establishment Kits


Following are electronic versions of the plan establishment kits for various sold case types.
Full Service (37 pages)
Full Service – For New York Clients (37 pages)





TPA Plus (47 pages)
TPA Plus – For New York Clients (47 pages)



Individual(k) (18 pages)
Individual(k) – For New York Clients (18 pages)


Small Plan Product (47 pages)
Small Plan Product – For New York Clients (47 pages)

Governmental 457(b) Plans (46 pages)
Governmental 457(b) Plans – For New York Clients (46 pages)

TPA Direct Plan Establishment Kit


TPA completes this information and provides to client
TPA Packet (12 pages)
TPA Packet – For New York Clients (12 pages)


TPA completes this information and provides to client
Forms Packet (6 pages)
Forms Packet – For New York Clients (6 pages)


Employer completes this infomation and returns to TPA
Employer Packet (33 pages)
Employer Packet – For New York Clients (33 pages)


Sold Plans Checklist


Annual Plan Review
This is an electronic sample of our printed 2009 Annual Plan Review for Plan Sponsors.


Wholesaler's Prospecting Letter
This letter can be used by wholesalers to recruit producers.
MUGC8792_0310


Broker's Prospecting Letter
This letter can be sent by brokers to prospective plan sponsors.
MUGC8793_0310


Agent's Small Business Prospecting Letter
This letter can be sent by agents to small business prospects.
MUGC8794_0310


Agent's Large Business Prospecting Letter
This letter can be sent by agents to large business prospects.
MUGC8945_0310





Corporate Headquarters
Retirement Marketing Solutions, Inc.
9140 West Dodge Road, Suite 380
Omaha, NE 68114
866.949.6191
rms401k.com

National Sales Office
Retirement Marketing Solutions, Inc.
5475 Rings Road, Suite 110
Dublin, OH 43017
866.761.7900
rms401k.com

Retirement Marketing Solutions, Inc. (RMS) is a national wholesaling organization that specializes in retirement products. With seasoned retirement experts located across the U.S., RMS provides sales support, proposal generation, education, enrollment support and ongoing services to independent brokers and advisors. RMS works diligently to develop relationships with select providers to secure quality products and competitive pricing arrangements on behalf of those who sell the products.

For producer use only. Not for use with the general public or any plan sponsor.