Mutual Of Omaha Provides Coaching
Mutual of Omaha is aligning with the 401(k) Coach Program to offer training that helps retirement plan producers and advisors build and refine their practices.

The program will be offered in select markets across the country and will start with an intensive full-day "boot camp" designed to give advisors the clarity, confidence and capabilities to enhance their service model and build business.

After the boot camp, advisors will have access to a 12-month educational program including newsletters and Webinars. They will also be able to use tools from the 401(k) Coach Program, including the Retirement Plan Solution, the "5500 and Beyond" speaking course and the Wealth Care Manual.

And they will have access to online resources, as well as support from both Mutual of Omaha and the 401(k) Coach team.
"Offering the 401(k) Coach Program is one way we can actively partner with retirement plan advisors to help them strengthen relationships with their clients while building their respective businesses," says Chuck Lombardo, president of Retirement Marketing Solutions, a subsidiary of Mutual of Omaha.

Information on boot camps scheduled for 2011 can be found at

Estate Planning Sites For Advisors
MyEstateManager LLC in Denver has created a Web starter version of its EstateManagerPro software that allows advisors to create private label Web portals under their own brand names offering estate manager assistance for clients. The site offers clients several steps through the different problems facing them when a loved one dies and leaves behind an estate.

The new program, EstateManagerWEB, allows advisors to present their own basic information, their history and their specialties, without having to maintain their own sites.

"As many as 90% of small and medium-size businesses do not have or are not satisfied with their current Web site, citing deficiencies in promoting differentiation, revenue growth or service to existing clients," says Hank Carabelli, co-founder of MyEstateManager LLC.

"Not all businesses can afford the time and resources to implement a full-scale Internet-based solution. EstateManagerWEB is a turnkey Web site that also uniquely provides the depth and breadth of tools required for estate administration."

Additional information can be found at

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