Rich McDaniel
Insurance and Financial Advisor at Mutual of Omaha
- Role
- Insurance and Financial Advisor California Insurance License 0605777 at Mutual of Omaha
- Location
- Concord, CA, US
- LinkedIn followers
- 500 followers
About Rich McDaniel
I am passionate about helping people plan for a successful retirement and helping them…
Experience
Insurance and Financial Advisor California Insurance License 0605777
May 1982 — Present · Condord, CA, US
Employee benefits, Group Health, 401(k) and retirement plans. Life, Health, Disability and Long Term Care plans for both business and Individuals.This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: CA California Insurance License No. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: 3. Securities offered through Mutual of Omaha Investor Services, Inc, a Registered Broker/Dealer, Member FINRA /SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA SIPC 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. McDaniel Financial Services and the Mutual of Omaha companies are not affiliated. 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. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc.Trading instructions sent via e-mail are not accepted. Please contact my office at 92••••••55 or Mutual of Omaha Investor Services Inc.(80••••••99 for all buy sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
Education
The American College
Financial and Insurance
Skills
- Health Insurance
- 401k
- Long-Term Care
- Fixed Annuities
- Life Insurance
- Roth Ira
- Universal Life
- Claim
- Employee Benefits
- Iras
- Whole Life
- Disability Insurance
- Insurance
- Term Life Insurance
- Long Term Care Insurance
- Retirement
- Critical Illness
- Retirement Planning
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