Insurance services provider Mutual of Omaha has expanded the scope of its needs analysis software, Navigator, to encompass a client’s housing wealth situation into their individual profile. This is a move which will allow financial advisors to get a fuller understanding of a client’s situation by including housing wealth in their advisor/client conversations, something which […]
San Diego, Calif.-based Synergy One Lending, which formerly included reverse mortgage lender Retirement Funding Solutions (RFS), announced this week the management-led asset purchase (MBO) of the company’s distributed retail channel and the Synergy One brand from Mutual of Omaha Mortgage. Led by Synergy One CEO Steve Majerus and President Aaron Nemec, company leadership expressed significant […]
After acquiring top-10 reverse mortgage lender Retirement Funding Solutions (RFS) in 2018 and a change in ownership structure, Mutual of Omaha Mortgage is gearing up for the long haul in reverse mortgages. In part, it’s doing this through access to its network of 350 forward originators and its national presence. After a period of transition […]
Late last year, reverse mortgage lender Retirement Funding Solutions (RFS) – a subsidiary of Mutual of Omaha Insurance-owned Synergy One Lending – announced that it would be changing its name to Mutual of Omaha Mortgage to reflect its association with its parent company, and signified an effort on Mutual of Omaha’s part to align its […]
Retirement Funding Solutions (RFS) – a subsidiary of Mutual of Omaha Insurance-owned Synergy One Lending – will be rebranding under a new company name as Mutual of Omaha Mortgage. This rebranding effort reflects its association with its parent company and an effort on Mutual of Omaha’s part to align its reverse mortgage business more closely […]
Nebraska-based Mutual of Omaha Bank has announced it will be acquired by Pasadena, Calif.-based CIT Bank in a deal valued at $1 billion, but the merger will not include mortgage arm Synergy One Lending. That business, including the reverse mortgage lending brand Retirement Funding Solutions (RFS), will remain under the Mutual of Omaha Insurance umbrella. […]
