Mutual of Omaha Announces New Strategic Alliance with Triad Advisors

OMAHA, Neb.--(BUSINESS WIRE)--Mutual of Omaha Retirement Plans Division has announced a new strategic alliance with Triad Advisors Inc. to help support retirement plan sales across Mutual of Omaha’s 28 401(k) sales territories.

“Mutual of Omaha has a solid reputation and is committed to coming along side our affiliated advisors to provide quality products and services to our customers.”

This strategic alliance with Triad is part of Mutual of Omaha Retirement Plans Division’s strategy to build alliances with regional broker-dealers that complement the company’s 401(k) wholesaler distribution model. Triad’s advisors will have access to many of Mutual of Omaha’s key educational opportunities, services and tools including The 401(k) Coach^® Program, fiduciary service programs as well as third-party investment comparisons to help demonstrate a commitment to fair and competitive fees.

“As we continue to grow a robust national presence with registered advisors, Triad will be beneficial in helping us create efficiency in areas where their advisors have already established strong bonds with key plan sponsors,” said Chuck Lombardo, president and CEO of Retirement Marketing Solutions, Inc. (RMS), a Mutual of Omaha subsidiary. “Their affiliated advisors are well known and the alliance is a true example of our commitment to developing long-term relationships with producers dedicated to building quality retirement plan advisory practices and the plan sponsors they serve. We look forward to helping Triad’s advisors create a competitive edge in the 401(k) market.”

“We’re pleased to add Mutual of Omaha as a 401(k) strategic partner,” said Craig Covington, assistant vice president of Investment Products at Triad Advisors Inc. “Mutual of Omaha has a solid reputation and is committed to coming along side our affiliated advisors to provide quality products and services to our customers.”

About Triad Advisors:

Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE Amex), is an independent broker-dealer and Registered Investment Advisor headquartered in Norcross, GA. Triad offers a broad menu of products, services and total wealth management solutions to over 500 independent financial advisors located throughout the country. The advisors affiliated with Triad are dedicated to providing superior service and objective financial advice in order to help their clients achieve their financial goals. Since its inception in 1998, Triad continues to be recognized in numerous industry publications as one of the most successful broker-dealers in the business.

About Mutual of Omaha

Founded in 1909, Mutual of Omaha is a full-service, multi-line provider of insurance and financial services products for individuals, businesses and groups throughout the United States. With a client base of nearly 21,000 employer groups nationwide, Mutual of Omaha offers a wide range of plan designs and delivery options for employee benefits, including disability, life, dental, voluntary, special risk and retirement plans.