For every customer ... a financial future imagined, planned and secured.

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We are proud to have Mutual of Omaha as a part of the PlanSource Advantage Program, an exclusive partnership arrangement with leading national carriers that gives employers access to popular benefits plans and makes our system quicker to implement and more affordable.

Why Choose Mutual of Omaha with PlanSource


For more than a century, Mutual of Omaha has been committed to listening to their customers and helping them through life’s transitions

Exist for

Mutual of Omaha listens to customers to find the right solution and provide a superior customer experience

Accountable for

To protect you, Mutual of Omaha manages risks appropriately to protect assets and reputation to continue to meet their commitments


Continually looking for ways to streamline and optimize, Mutual of Omaha is relentless when it comes to enhancing the customer experience


Value added services help employers manage productivity, while helping employees manage life challenges so they continue to stay productive at work

Act with

Mutual of Omaha adheres to the highest standards and seeks always to do the right thing with clear communications and transparency

How We Work Together

PlanSource and Mutual of Omaha make it easy for employers to offer the right employee benefits with an intuitive and mobile-friendly benefits administration system and a complete portfolio of insurance products. Employers with over 100 employees qualify for credits with Mutual of Omaha.


Basic Life and AD&D

Critical Illness

Long Term Disability (LTD)

Short Term Disability (STD)

Voluntary Accident

Voluntary Critical Illness

Voluntary Life and AD&D

Voluntary LTD

Voluntary STD

How Does the PlanSource Advantage
Program Work?

The employer selects the insurance products they wish to offer to their employees, employees enroll in those products. Then the employer receives credits each month off of their invoice from PlanSource based on the number of enrolled employees.



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