Mutual of Omaha Announces New Strategic Alliance with Securities America
OMAHA, Neb., January 5, 2012 – Mutual of Omaha Retirement Plans Division has announced a new strategic alliance with Securities America that will make Mutual’s retirement plans available to Securities America’s financial professionals nationwide.
The relationship is part of Mutual’s strategic goal of doubling its retirement plans product distribution and advisor support programs to producers affiliated with key broker-dealers across the nation, said Chuck Lombardo, president and CEO of Retirement Marketing Solutions, Inc. (RMS), a Mutual of Omaha subsidiary.
Securities America has recently increased its commitment to the retirement plans market and has chosen Mutual of Omaha as one of its select group of retirement plan providers. In turn, this alliance is part of Mutual’s commitment to develop long-term relationships with producers that are dedicated to retirement plans, Lombardo said.
“The alliance with Securities America, a La Vista, Nebraska-based broker-dealer, was a natural fit for Mutual of Omaha,” Lombardo said. “Securities America is an excellent company with a strong network of advisors across the country. Many of these advisors focus on small to mid-size employers, which fit into our sweet spot.”
Securities America advisors will also have access to numerous educational tools and resources through Mutual of Omaha. This includes The 401k Coach® Program, fiduciary support programs as well as third-party investment comparisons from FiRM to help demonstrate a commitment to fair and competitive fees.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation’s seventh largest independent broker-dealer (as ranked by Financial Planning magazine, June 2011, based on 2010 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.
Mutual of Omaha is a full-service, multi-line organization providing insurance, banking and financial products for individuals, businesses and groups throughout the United States.