Retirement Plan Prospecting Process


Identify Prospects

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


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.


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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