Investments

Mutual of Omaha Investor Services, Inc.
Determine Your Need
What are your long-term goals? Are mutual funds or other investment products a good fit for your financial portfolio? Our financial professionals are uniquely positioned to draw upon all of the resources of our Broker Dealer Mutual of Omaha Investor Services, Inc., to help you pursue your needs and goals.

Products
With our product lineup, you have access to a vast amount of our broker-dealer investment options. We can help you decide which ones make sense for your financial goals and financial situation.

Why Choose Us
You may not have the time or expertise to select and monitor investments for yourself. Let us help you navigate the complexity of selecting investments that are right for you.

Are investment products right for you?
What are your long-term goals? Or more importantly, how do you plan to achieve those goals? With the help of investment products, we can help you set aside money to:

• Enjoy retirement on your terms
• Send your children to college
• Buy a house
• Start your own business
• Leave a financial legacy for your loved ones or a favorite charity
• Pursue other financial goals

Our financial professionals take a “big picture” view of your financial situation and can provide financial solutions that are suitable for your needs and financial resources. They can help you with these concerns:

• Wealth accumulation
• Retirement income planning
• Investing in IRAs and other retirement plans
• Asset allocation
• Insurance protection
• Estate planning strategies
• Business continuation
• Employee benefits

Investment products from Mutual of Omaha Investor Services
You have a vast amount of investment options to choose from. Our financial professionals can help you decide which ones make sense for your financial goals and financial situation.

• Mutual Funds
• We have a large selection of fund families, including some of the most well-known in the industry, such as American Funds, Pioneer, Oppenheimer, American Century and Franklin-Templeton.
• Variable Annuities
• Variable Universal Life
• 529 College Savings Plans

Why work with Rich McDaniel on your Investments?
There are many reasons to work with a financial professional. A few include your children, your career, your hobbies, your friends, your extended family, your vacation plans and, to put it more simply, your life.

Many people simply do not have the time to select and monitor their investments by themselves. And if they do, they often find other things they’d rather do than look at investments.

In other cases, people don’t feel comfortable with their level of investment knowledge and expertise. Even seasoned investors may need the help of a financial professional because they understand the value of an objective opinion.

Consider the simplicity of working with a financial professional who can help you meet insurance and investment needs. We believe knowing what steps you need to take to achieve your investment goals and how to take them will help you feel more confident about your financial future.