Customer Access | Contact Us | Site Map

Broker Products

Request for a Qualified Plan Proposal

United of Omaha Life Insurance Company, a wholly owned subsidiary of Mutual of Omaha, offers retirement solutions for both the small and mid-size market. We make it easy to select a plan equipped with:

Service: We provide personalized, flexible service so employers and employees get the guidance, information and support they need.
Investment Options: From professional investment portfolios to a self-directed brokerage account, we offer a range of investments suitable for the needs of the plan and employees.
Education & Guidance: We provide comprehensive, on-going information that gives both the employer and employee the knowledge to help them plan for retirement.

We will help implement a plan designed to meet the needs of different sponsors and employees. We use state-of-the-art technology to provide employers and employees with the information and support they need, when they need it; however, our solutions are flexible enough for plans that may not require all the amenities due to specific requirements.

* indicates required information

Plan and Requestor Information
Employer Name: *
Employer Tax ID:
Your Name: *
Your Firm: *
Your Phone Number: *	(xxx-xxx-xxxx)
Your E-mail Address:
Plan Assets to be transferred ($): *
Number of Eligible Employees: *
Number of Participants: *
Total Annual Contributions ($): *
Enter Total Annual Payroll (Start-Ups Only) ($):
Outstanding Participant Loans ($):
Commission Objective (for brokers only)
Please state your commission goal below relative to transfer and trail (Dollars or Basis Points):
Transfer: *
Trailer: *
Other Relevant Information