Your financial expert would typically act as a trusted advisor to help individuals and businesses make informed financial decisions. One such expert is Mutual of Omaha Investor Services, Inc., a reputable company that has been serving clients for over 100 years.
How does the advisor help clients – Key Takeaways:
Mutual of Omaha Investor Services, Inc. offers a variety of financial services and expertise to its clients, helping them navigate through the complex world of finance in order to achieve their financial goals. Some key takeaways include:
- Personalized financial advice: With a team of experienced and knowledgeable financial advisors, Mutual of Omaha is able to provide personalized advice tailored to each individual client’s specific financial situation and goals.
- Comprehensive financial planning: The company offers holistic financial planning services, taking into consideration all aspects of a client’s financial life, including investments, retirement planning, insurance, and estate planning.
- Education and resources: Mutual of Omaha believes in empowering its clients with knowledge and resources to make informed decisions. They offer a wide range of educational materials and tools to help clients understand the complexities of financial planning.
Facts and Insights
Mutual of Omaha Investor Services, Inc. has been a trusted name in the financial industry for over a century. The company has a strong track record of delivering financial solutions and services that meet the evolving needs of its clients. Here are some key facts and insights about Mutual of Omaha:
- Founded in 1909 as Mutual Benefit Health & Accident Association
- Became a publicly traded company in 1947
- Expanded its services to include investments and insurance in the 1970s
- Ranked #373 on the Fortune 500 list in 2019
- Over $76 billion in total assets under management
- Over 8,000 financial advisors across the U.S.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2019) | Number of Financial Advisors (as of 2019) | Time in Business |
|---|---|---|
| $76+ billion | 8,000+ | Over 100 years |
Financial Services Offered
Mutual of Omaha offers a comprehensive range of financial services to its clients, including:
- Investment management
- Retirement planning
- Insurance options (life, disability, long-term care)
- Estate planning
- Tax planning
Client Types
Mutual of Omaha serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Mutual of Omaha’s financial advisors are compensated through fees and commissions based on the products and services purchased by a client. This compensation structure ensures that the advisors have their clients’ best interests in mind, as their earnings are directly tied to the success of their clients’ financial goals. The fees and compensation are clearly outlined and disclosed to clients before any services are provided.
Background
Mutual of Omaha Investor Services, Inc. is a subsidiary of Mutual of Omaha, a leading provider of insurance and financial services. The company has a strong reputation for integrity and reliability, backed by over a century of experience in the industry. By staying true to its core values, Mutual of Omaha has built a loyal customer base and has earned the trust of its clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to understand any potential conflicts of interest or disclosures they may have. Here are some important disclosures to know about Mutual of