Financial Consulting Services Available


Help your employees maximize their opportunities to realize a financially secure retirement.

Financial ConsultantWhen your employees think about retirement, they may wonder if they will be financially secure and have the money to do all the things they’ve always wanted to do – such as traveling, learning new skills or being more active in their community.

A Mutual of America Financial Consultant can assist your employees in reviewing their goals and priorities and provide them with information to use now and as their personal and financial circumstances change.

"Our Financial Consultants follow a disciplined three-step process to give your employees a better idea of where they stand and how they can reach their goals," says William Shannon, Senior Vice President, Financial Consulting Services. "They'll help your employees evaluate their road map for a secure financial future and retirement income needs, including pensions, personal savings and Social Security."

It's important to note that there is no expense or fee for this service, although there are minimum account balance requirements.

Connect with a Financial Consultant Today

Help your employees maximize their opportunities to realize a financially secure retirement by protecting the assets that they've worked so hard to accumulate. Have them call your local Mutual of America Regional Office today to schedule an appointment with a Financial Consultant.

The guidance and information provided by Mutual of America's Financial Consultants are educational in nature and are not intended to serve as a primary basis for your investment decisions. No separate fee is charged by Mutual of America Life Insurance Company or its affiliates for Financial Consulting Services.

Mutual of America's Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America Life Insurance Company or its affiliates.

Mutual of America Life Insurance Company, its affiliates and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.


Before investing, you should carefully consider the investment objectives, risks, charges and expenses of the variable annuity contract and the underlying investment funds. This and other information is contained in the contract prospectus or brochure and underlying funds prospectuses and summary prospectuses. Please read the contract prospectus or brochure and underlying fund prospectuses and summary prospectuses carefully before investing. The contract prospectus or brochure and underlying fund prospectuses and summary prospectuses can be obtained by mail or by calling 1-800-468-3785.

Mutual of America's group and individual retirement products are variable annuity contracts and are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment options you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should carefully consider a variable annuity contract's other features before making a decision.

Mutual of America Life Insurance Company is a registered Broker-Dealer.
320 Park Avenue | New York, NY 10022-6839
1-800-468-3785
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