RMS Sales Meeting – Orlando Kenny Harris Regional 401(k) Specialist For producer use only.  Not for use with the general p...
STRONG. STABLE. SECURE. <ul><li>For 100 years, owned by our policyholders, for the benefit of our policyholders </li></ul>
Disciplined Investment Strategy 100% Total Invested Assets 0.2% Other Invested Assets 0.6% Preferred Stock 0.8% Real Estat...
High Quality Bond Portfolio 100% Total 0.0% NAIC 6 (In or Near Default) 0.2% NAIC 5 (Lowest Quality) 1.3% NAIC 4 (Lower Qu...
STRONG. STABLE. SECURE. <ul><li>Strong Capital Position - $2.22 billion in statutory surplus </li></ul><ul><li>Solid Liqui...
Highly Rated AA- (Very Strong) 4 th  highest of 21 Standard & Poors Aa3 (Excellent) 4 th  highest of 21 Moody’s Investors ...
STRONG.  STABLE.  SECURE. <ul><li>Questions? </li></ul>
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Mutual Of Omaha- A Strong Partner

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Today, we read about these mega insurance companies that are struggling financially. Mutual of Omaha is not. Please watch this presentation to see why.

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Mutual Of Omaha- A Strong Partner

  1. 1. RMS Sales Meeting – Orlando Kenny Harris Regional 401(k) Specialist For producer use only. Not for use with the general public or any plan sponsor.
  2. 2. STRONG. STABLE. SECURE. <ul><li>For 100 years, owned by our policyholders, for the benefit of our policyholders </li></ul>
  3. 3. Disciplined Investment Strategy 100% Total Invested Assets 0.2% Other Invested Assets 0.6% Preferred Stock 0.8% Real Estate 2.1% Cash and Short-Term 3.7% Limited Partnerships 12.6% Mortgage Loans 80.0% Bonds
  4. 4. High Quality Bond Portfolio 100% Total 0.0% NAIC 6 (In or Near Default) 0.2% NAIC 5 (Lowest Quality) 1.3% NAIC 4 (Lower Quality) 3.1% NAIC 3 (Medium Quality) 29.7% NAIC 2 (High Quality) 65.7% NAIC 1 (Highest Quality)
  5. 5. STRONG. STABLE. SECURE. <ul><li>Strong Capital Position - $2.22 billion in statutory surplus </li></ul><ul><li>Solid Liquidity - investments alone generate more than $1.5 billion in cash flow each year </li></ul><ul><li>Very Limited Subprime Exposure - just over 1% exposure to subprime collateral </li></ul><ul><li>Low Financial Industry Exposure - only about 4% of our fixed income portfolio </li></ul><ul><li>Limited Use of Derivatives - for hedging risks only, no credit default swaps </li></ul><ul><li>Essentially no direct investments in Fannie Mae and Freddie Mac </li></ul><ul><li>Limited Public Equity Market Exposure </li></ul><ul><li>Currently no securities out on loan </li></ul>
  6. 6. Highly Rated AA- (Very Strong) 4 th highest of 21 Standard & Poors Aa3 (Excellent) 4 th highest of 21 Moody’s Investors Service A+ (Superior) 2 nd highest of 16 A.M. Best Company
  7. 7. STRONG. STABLE. SECURE. <ul><li>Questions? </li></ul>

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