Mutual of Omaha

Carrier Specific Training and State Annuity Training must be completed prior to soliciting business.

Failure to complete the required training will result in significant delays which often includes newly signed paperwork.

Please see below to view training requirements and additional information.

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1.      Log into Sales Professional Access - www3.mutualofomaha.com/OktaSpaRegistration/home.  Navigate to the tab “Training & Compliance”

2.      Complete NAIC Suitability & Best Interest training, as well as guidance on how to complete AML training

a. Review the Training Required under “View the states that have implemented the regulation” and complete either the NAIC Annuity Suitability Training or NAIC Interest Standard Training dependent on the state.

b. You will also see a hyperlinked Certification & Acknowledgement Form to complete. Once completed, email form to contractsandappointments@mutualofomaha.com

2025 NAIC Annuity Presentation.

Download • 2.95MB

Certification and Acknowledgement Form.

Download • 87KB

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Subject to change based on state and carrier requirements.