Barry Polley at Mutual of Omaha

Barry Polley at Mutual of Omaha Estate Planning; IRAs; Mutual Funds; Annuities; Life Insurance; Disability Income Insurance; Medicare

When it comes to building your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust. Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce,

we have built notable financial strength. Now in our second century in business, we are committed to providing insurance and financial products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha Insurance Company. Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Connecticut ‎2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA http://www.finra.org and SIPC http://www.sipc.org. ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ 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.

What if your Required Minimum Distribution is more than you actually need to spend? Episode 83 of Make It Personal explo...
08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4xqkCoh

🎯 For many people, 55 feels like the first age where early retirement starts to seem possible.But before making the tran...
08/03/2026

🎯 For many people, 55 feels like the first age where early retirement starts to seem possible.

But before making the transition, it's important to understand how factors like healthcare, retirement income, savings withdrawals, and lifestyle goals can impact your long-term financial security.

This article explores what it may take to retire at 55 and some of the key considerations to keep in mind.

Wondering if you can retire at 55? Learn what to consider, including savings, health insurance, Social Security timing, taxes and account access.

Have you ever noticed how quiet it gets when work ends? Episode 82 of Make It Personal explores why retirement is about ...
07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/4h5TfLs

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?Episode 81 of Make...
07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/3TA20U2

If life would be more difficult without your income, you should have disability insurance!
07/21/2026

If life would be more difficult without your income, you should have disability insurance!

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4ptpRRm

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?Not always.This week's episode discusses how...
07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4fkJ5ns

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth be...
07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/4fckLEl

Starting a new career doesn’t mean starting from scratch. At Mutual of Omaha, we provide thorough training and education...
07/12/2026

Starting a new career doesn’t mean starting from scratch. At Mutual of Omaha, we provide thorough training and education to set you up for success. As a financial representative trainee, you’ll gain knowledge from experienced advisors and go through our Accelerator Program, which covers everything you need to build a thriving financial practice.

With the right tools and training, your potential is limitless. Ready to learn from the best?

Apply today or DM me for more info! 📩

🔗 https://mutualofomaha.co/3SO112r

What if a few key Social Security decisions could add thousands of dollars to your retirement income? This week's episod...
07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

🎧 Watch here: https://mutualofomaha.co/4f6aREd

Address

30 Braintree Hill Office Park, Suite 107
Braintree, MA
02814

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