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Mutual of Omaha Release Policy

Thank you for your interest in aligning your Mutual of Omaha contract under Plan Advisors.  Here are the steps that need completion to secure a release from your current FMO:

  • Complete the Mutual of Omaha release form
  • Email the completed release form to falli@myplanadvisors.com
  • If the release form cannot be completed by your current upline / FMO:
    • You must have 6 months of no production
    • You will be notified after the no-production period is met

 

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