Mutual

Upcoming Events



Thursday, October 17th at 9:30 AM PST
Introduction to PreciseFP

We are very excited to partner with PreciseFP; a mobile-friendly data gathering platform that allows you to free up your time. PreciseFP has over 30 integrations with technologies like Redtail, eMoney, Holistiplan, OneDrive, AssetMap, Income Lab and more. Register here!


    Reminders


    Compliance Update: Please take a moment to view our latest Compliance Memo for important dates and information: 

    Advisor Compliance Memo

    Hybrid Compliance Memo


      Did You Know

      Mutual Group has a full-service Insurance Solutions Desk that is available to Advisors. We can analyze insurance products, help you find a good 1035 alternative, and even review options when it comes to insurance needs. Whatever it may be, Mutual Group is here to help you with your annuity, life insurance, and long-term care insurance questions.

       

      Contact Eddie Rivera today by emailing or giving him a call at 805-764-6740 x248.