Retirement Plans Sales Office

Our professional sales representatives can help you meet your needs through a comprehensive line of products and services – from life insurance to mutual funds.

Group Annuities

Dan Smith, National Sales Director
Office: (952) 591-1769
Fax: (402) 351-2176
Cell Phone: (612) 306-2777
E-mail: Dan-Pensions.Smith@MutualofOmaha.com


Western/Midwestern Region
Kerry Roach, Regional Sales Director
Office: (888) 543-6998
Fax: (402) 351-2176
Cell Phone: (970) 331-1079
E-mail: Kerry.Roach@MutualofOmaha.com

Eastern Region
Amanda Egan, Regional Sales Director
Office: (617) 742-3655 ext. 223
Fax: (402) 351-2176
Cell Phone: (617) 308-8275
E-mail: Amanda.Egan@MutualofOmaha.com

Solutions for Gift Annuity Programs

Dan Smith, National Sales Director
Office: (952) 591-1769
Fax: (402) 351-2176
Cell Phone: (612) 306-2777
E-mail: Dan-Pensions.Smith@MutualofOmaha.com


Julie Engel, Marketing Consultant
Mutual of Omaha
S4 - Retirement Plans Division
Mutual of Omaha Plaza
Omaha, NE 68175
Local Office: (402) 351-5810
Toll-Free: 800-843-2455, ext 5810
Fax: (402) 351-2176
E-mail: Julie.Engel@mutualofomaha.com

Institutional Investments

Dan Smith, National Sales Director
Office: (952) 591-1769
Fax: (402) 351-2176
Cell Phone: (612) 306-2777
E-mail: Dan-Pensions.Smith@MutualofOmaha.com

Cathy Kozlik, Major Account Service Specialist
Mutual of Omaha
10 – Mutual of Omaha Retirement Services
Mutual of Omaha Plaza
Omaha, NE 68175
Local Office: (402) 351-4710
Fax: (402) 351-2176
E-mail: Cathy.Kozlik@MutualofOmaha.com

active-arrow