1 / 1

Adviser Requests Proposal

Mutual of Omaha Retirement Services Enters the Proposal into Tracking System. Adviser Sends the Proposal Request to Mutual of Omaha Retirement Services. Proposal Request Received by Mutual of Omaha Retirement Services. Adviser Requests Proposal. Turnaround time 48 hours

walter-clay
Download Presentation

Adviser Requests Proposal

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Mutual of Omaha Retirement Services Enters the Proposal into Tracking System Adviser Sends the Proposal Request to Mutual of Omaha Retirement Services Proposal Request Received by Mutual of Omaha Retirement Services Adviser Requests Proposal • Turnaround time 48 hours • Does not include delivery time • Proposal Content • Pricing Output • Fiduciary Acceptance Package (FAP) Application • URL/Web site • Printable pdf • E-mail • Instructions on fax • Electronic Submission • Planned Enhancement Mutual of Omaha Retirement Services Sends Completed Proposal to Adviser AdviserPresentsProposal App Signed & Returnedto Mutual of Omaha Retirement Services Contract is Issued YES • Fax or mail completed/signed Application, FAP and Producer Commission Illustration & Request form to the attention of Mutual of Omaha Retirement Services Sales Desk • Delivery Includes • Proposal Content • Pricing Output • FAP Application • Producer Commission Illustration & Request Form • Via Mail or E-mail Delivery NO Installation Process Begins End of Proposal Process RPD486

More Related