Financial Advisor
Greater Omaha Area
- Current
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- Financial Advisor at Mutual of Omaha
- Recommended
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11 people have recommended Jeff - Connections
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76
connections
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- Financial Services
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Jeff Owen’s Summary
Financial Advisor with Mutual of Omaha Investor Services.
Licensed in Nebraska and Iowa.
My objective is, to help people such as those challenged to find a way to pay for their children's college education or people desiring to retire and maintain the lifestyle that they are used to.
For business owners: You've worked hard to build your business, yet, without proper planning, the financial security you've gained from the business can be lost.
Jeff Owen’s Specialties:
Business Owner Market specialties:
Retirement Strategies
401k plans
Executive Bonus plans
Income protection
Overhead protection
Buy/Sell agreement funding
Family Market specialties:
Investment planning
College savings plans
Life insurance coverages
Income Protection
Senior Market specialties:
Income during retirement
Long Term Care planning
Estate equalization
Medicare Supplements
I have a full team of "experts" available for more complex cases.
Jeff Owen’s Experience
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Financial Advisor
Mutual of Omaha
(Privately Held; Insurance industry)
2006 — Present (3 years )
Comprehensive financial planning.
Additional Information
Jeff Owen’s Websites:
Jeff Owen’s Interests:
Family, Music, and Reading.
Jeff Owen’s Groups:
BNI
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BNI Group (Business Network International)
Jeff Owen’s Honors:
2007 Honor Club at Mutual of Omaha
Jeff Owen’s Contact Settings
Interested In:
- career opportunities
- expertise requests
- business deals
- reference requests
- getting back in touch
