Participating in the WealthCare Process™ is designed to also help you:
- Organize and better understand your objectives
- Create a plan supported by all of your advisors
- Benefit from advanced estate planning techniques*
- Create a system to support advisor communications
- Enjoy the support and understanding of your family
- Feel more confident about achieving your objectives
Upon completion of the WealthCare Process™, we believe that your financial affairs will be better organized, your investments will be integrated with your plan and targeted toward your visions and goals, and your team of advisors will work together.
This process is designed to help you feel more confident that you are on track toward your personal and financial objectives.
*Mutual of Omaha and its representatives do not provide tax or legal advice. Consult a qualified professional specific to your situation.