Lee Alpern

Financial Professional at Mutual of Omaha

Role: Registered Representative at Mutual of Omaha
Location: Irvine, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Lee Alpern

As a Financial Professional, I help individuals, couples and families grow their assets…

Experience

Registered Representative
Mutual of Omaha
May 2024 — Present · US
Disclosures: This is not an offer or solicitation in any jurisdiction where we are notauthorized to do business 1. Insurance Licensed in: AK, AZ, FL, HI, ID, IL, MA, NV, NJ, NY, OR, TX, CA Insurance License #0G31361 2. Disclosure: 3. Securities offered through Mutual ofOmaha Investor Services, Inc, Member FINRA 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Skills

Critical Illness
Long-Term Care
Retirement
Pensions
Buy-Sell Agreements
Term Life Insurance
Insurance
Small Business
Disability Insurance
Universal Life
Employee Benefits
Health Insurance
Brokers
Medicare
Life Insurance
Fixed Annuities
Accident
Key Person Insurance
Whole Life
Iras
Leadership
Retirement Planning
Group Insurance
Long Term Care Insurance
Accident Insurance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
l••••••••@mutualofomaha.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••60

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Current company

Mutual of Omaha

Financial Services · 9.7K employees · Founded 1909 · Omaha, Nebraska, United States

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

mutualofomaha.com

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