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Mutual of Omaha Unveils New Advisor-Based Self-Quoting Portal

Client Services

Mutual of Omaha Retirement Services has launched its Retirement Right Quoting Portal, a new self-quoting portal for registered financial advisors.

As an extension of Mutual’s Retirement Right suite, the quoting portal leverages the technology to enable advisors to quote and build a retirement plan in an ongoing online experience.

According to the announcement, the new portal employs an 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,” Bob Woods, national sales director of 401(k) at Mutual of Omaha, said in a statement. “We are excited to introduce our simple and intuitive experience to advisors.”

Within the portal, the total process takes place in three steps:

  • Getting a comprehensive quote by answering a few simple questions.
  • Review plan design suggestions or create a customized version.
  • After reviewing and submitting, the firm immediately starts working to launch the retirement plan.

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