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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 26, 2008 at 02:21 PM
An insurer is scooping up one of its key distributors.
Mutual of Omaha Insurance Company, Omaha, Neb., has agreed to acquire the assets and personnel of Retirement Marketing Services Inc., Dublin, Ohio.
RMS is a wholesaler that markets 401(k) plans, 403(b) plans, 457 plans and individual retirement account rollover plans through a network of about 50 wholesalers.
The companies are not announcing the price of the deal, but they say they hope to complete it by the end of March.
RMS was founded in 2001. Over the past 2 years, it has increased sales to about $500 million per year by becoming the primary distributor of Mutual of Omaha retirement plans.
Mutual of Omaha retirement plans now make up about 60% of RMS’s new business, according to Mutual of Omaha.
Once the acquisition is complete, RMS will stay in Dublin, and Chuck Lombardo, the president and founder of RMS, will continue to lead the firm, Mutual of Omaha says.
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