Audience: Producers and TPAs (sent from RMS wholesalers to recruit producers – include MUGC8854)

[DATE]

[ADDRESSEE INFO]

Dear [NAME]:

Every day you work hard to build your business and bring in revenue. To reach new levels of sales success, you need retirement products that can open the door to new sales opportunities. That’s why Retirement Marketing Solutions (RMS) partners with the industry’s leading providers to package the best combinations of products and services to help you stay ahead of the competition and win more business.

Our preferred 401(k) provider offers diversified investment options, three-tiered fiduciary support and personalized customer service for both full-service and TPA platforms.

Comprehensive Approach to 401(k) Plans

As the enclosed flyer illustrates, Mutual of Omaha’s comprehensive approach to retirement products is designed to provide both you and your clients with plans that exceed expectations. Product highlights include:

  • Carefully selected investments – nearly 50 investment options from more than 25 different asset managers and classes, and participant advice through individually managed account options
  • Three-levels of fiduciary support – support and services at the product, plan and participant levels
  • Personal, friendly services – dedicated relationship managers and client services specialists, installation and conversion support, and online and telephone plan access and management

A Brand Clients Know and Trust

For 100 years, Mutual of Omaha Insurance Company has been known as a company that cares about people. This heritage is fostered through their long-standing client relationships and a commitment to their core values of family, security and integrity. And at a time when the nation grapples with new financial realities, Mutual and their insurance affiliates* remain financially strong, stable and secure, and stand ready to meet your clients’ retirement plan needs.

To find out how to make Mutual’s retirement products part of your portfolio, give me a call at [800.000.0000] or visit rms401k.com.

Sincerely,

[Name]

Retirement Products Wholesaler

[Tel]

[Email]

* Investment options are offered through a group variable annuity contract (Forms 902-GAQC-09 or 902-GAQC-09(OR) or 901-GAQC-07 or 901-GAQC-07(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha Life Insurance Company is not licensed in New York. In New York, Companion Life Insurance Company, Hauppauge, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as to the Guaranteed Account and the Lifetime Guaranteed Income Account as provided under the contract. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

MUGC8792_0310