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Effective Date: Wednesday, September 9, 2026 Contact Information: [email protected] SecureEquity Fixed Plus $300,000 Minimum HV Required Orig Fees Paid to the Lender* Rate Type Premium Rate LESA Rate Fixed Tier 1 100.500 8.990 9.240 Fixed Tier 2 101.500 9.250 9.500 Fixed Tier 3 102.500 9.500 9.750 *Up to 4% origination fee calculated on the principal […]

Effective Date: Wednesday, September 9, 2026 Contact Information: [email protected] SecureEquity Fixed Plus $300,000 Minimum HV Required Orig Fees Paid to Mutual of Omaha* Rate Type Premium Orig Fee Rate LESA Rate Fixed Tier 1 103.500 4% of PL 8.990 9.240 Fixed Tier 2 103.500 3% of PL 9.250 9.500 Fixed Tier 3 103.500 2% of […]

Retirement by the numbers: How do your retirement savings and spending stack up? We’ll dive into the statistics to uncover what retirees are saving, spending, and prioritizing. Retirement is a milestone filled with opportunities—but it also raises the critical question: Are you financially prepared? Expenses like housing, healthcare, and daily living can quickly deplete retirement […]

Not sure which option fits your financial goal, and which might come with hidden surprises? Some options seem helpful at first glance but can lead to financial stress down the road. Two common ways homeowners tap into their home equity are through a HECM (Home Equity Conversion Mortgage) loan or a HELOC (Home Equity Line […]

Contents Purpose Summary Scope Business Principle Complying with Legal and Regulatory Requirements Maintaining policies to ensure compliance Handling Information Properly Conflict of Interest Doing Business Properly Workplace Environment Raising Conduct Concerns Mutual of Omaha Mortgage Rights Firm Monitoring and Right to Audit Termination and Indemnification Vendor Obligations to Mutual of Omaha Mortgage Communications about or […]