It has nearly been one full year of Mutual of Omaha’s 401(k) BGA program in partnership with The Leaders Group. Bob Woods, who serves as the National Sales Director for Mutual of Omaha, has successfully onboarded five of our Leaders Group BGAs with some early success. This program has shown promise for BGAs with downlines containing P&C agencies and agents focused on business market and retirement planning opportunities.
Mutual of Omaha has a fantastic 401(k) platform with impressive retention rates, focused on delivering great customer service to plan sponsors and participants. For 2021, it is a nice way for BGAs to diversify their distribution and potential revenue drivers.
For more information about the program, please reach out to Bob Woods, listed below. Beth Bryant at The Leaders Group also is available to assist and runs The Leaders Group’s carrier partner relationships. Bob and the team at Mutual of Omaha will be releasing some sales success stories in the coming months that we will share with our BGA community to better quantify the economic opportunity.
Senior Specialist/Partner Relationships
Office: 303.797.9080 x1200