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Important Product Update from Mutual of Omaha

Mutual of Omaha is committed to providing insurance solutions to help you protect your customers and prepare them for the future. As we continue to review our product portfolio, we must make business decisions that are in the best interest of our policyholders and our company. Effective March 1, 2017, we are suspending sales of the  following products.

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Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics.