Mutual of Omaha Launches Retirement Right Quoting Portal
Omaha, Neb. (April 17, 2023) – Mutual of Omaha Retirement Services has launched its Retirement Right Quoting Portal, a new self-quoting portal for registered financial advisors. An extension of Mutual’s Retirement Right suite, the quoting portal enables advisors to quote and build a retirement plan in an ongoing online experience.
The new portal uses a simple, intuitive and easy-to-use digital experience that allows advisors to quickly assess their client’s retirement plan needs and design a custom plan within minutes.
“Our Retirement Right Quoting Portal takes the complexity out of a notoriously drawn-out process,” said Bob Woods, national sales director, 401(k) at Mutual of Omaha. “We are excited to introduce our simple and intuitive experience to advisors.”
Within the portal, the total process takes place in three steps:
- Get a Quote: Getting a comprehensive quote is as easy as answering a few simple questions.
- Design Your Plan: Review our plan design suggestions or create your own customized version.
- Review and Submit: Once you click “submit,” we immediately start working to launch the retirement plan.
For more information, visit https://mutualofomaha.co/portal5.
Mutual of Omaha Retirement Services has been in the retirement services business for more than 45 years, providing retirement solutions for plan sponsors that are easy to understand and simple to administer. Mutual of Omaha also offers plan advisors support from pre-sale prospecting through plan onboarding.
Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.