If you haven’t already heard, Mutual of Omaha is bringing their reputation for strength and trustworthiness to the FIA market to help clients get their retirement right.
Mutual of Omaha's brand always gives them an advantage, and they want to share their advantage with you with Ultra Advantage!
With this FIA, your clients gain a few advantages, too. Things like:
Cumulative Free Withdrawal
Allows withdrawals up to 10% of the funds penalty free in the first contract year. After that, any unused portion of this penalty-free withdrawal amount can be carried to the next contract year, up to a maximum of 25%.
Variety of Surrender Charge Periods
This product offers 3 and 4-year options that help clients who don’t want their money tied up for long periods of time. They can also choose 5, 7 or 10-year options.
