Retirement Plans Sales Office

Our professional sales representatives can help you meet your needs through a comprehensive line of products and services – from life insurance to mutual funds.


Group Annuities


Dan Smith, National Sales Director
Office: (800) 422-1372 ext. 6
Fax: (402) 351-2176
Cell Phone: (612) 306-2777
E-mail: Dan-Pensions.Smith@MutualofOmaha.com


Western/Midwestern Region
Kerry Roach, Regional Sales Director
Office: (888) 543-6998
Fax: (402) 351-2176
Cell Phone: (970) 306-5545
E-mail: Kerry.Roach@MutualofOmaha.com

Eastern Region
Amanda Egan, Regional Sales Director
Cell Phone: (617) 308-8275
Office (866) 263-8527
Fax: (402) 351-2176
E-mail: Amanda.Egan@MutualofOmaha.com


Solutions for Gift Annuity Programs


Julie Engel, Manager, Annuity Underwriting
Mutual of Omaha
10 – Retirement Plans Division
3300 Mutual of Omaha Plaza
Omaha, NE 68175
Local Office: (402) 351-5810
Toll-Free: 800-843-2455, ext 5810
Fax: (402) 351-2176
E-mail: Julie.Engel@mutualofomaha.com


Institutional Investments


John Fischer, Director - Institutional Investment Products
Mutual of Omaha
10 – Mutual of Omaha Retirement Services
3300 Mutual of Omaha Plaza
Omaha, NE 68175
Local Office: (402) 351-2815
Fax: (402) 351-2176
Cell Phone: (612) 306-2777
E-mail: John.Fischer@MutualofOmaha.com

Cathy Kozlik, Major Account Service Specialist
Mutual of Omaha
10 – Mutual of Omaha Retirement Services
3300 Mutual of Omaha Plaza
Omaha, NE 68175
Local Office: (402) 351-4710
Fax: (402) 351-2176
E-mail: Cathy.Kozlik@MutualofOmaha.com


 

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