Retirement Plan Prospecting Process

1

Identify Prospects

Complete and return the Advisor Prospecting Worksheet. We'll research your list and provide the best prospects to contact.

2

Reach Out to Prospects

Use our talking points to prepare your script and reach out to the high potential prospects we've identified from your worksheet.

3

Get A Yes or No

YES: Set up and confirm a meeting with the prospect and your Mutual of Omaha Regional Sales Director.

NO: Go back to step one and repeat with the next prospect.

Advisor Prospecting Worksheet

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