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About Us

Old Mutual Financial Network (OMFN) is the marketing name for the U.S. life insurance and annuity operations of Old Mutual plc. Working through its network of established insurance companies (OM Financial Life Insurance Company, OM Financial Life Insurance Company of New York), OMFN is headquartered in Baltimore, MD; maintains a National Sales Office in Atlanta, GA, and service centers in Nebraska and Atlanta.

The companies that comprise OMFN deliver a diverse portfolio of annuities and life insurance products via an established group of master general agents. Products are distributed in 49 states and the District of Columbia. OMFN has nearly one million policyholders nationwide. As of June 30, 2008, OMFN had $18.3 billion in statutory-basis assets and in-force life business valued at $114 billion. ($16.1 billion have been set aside for OM Financial Life Insurance Company policyholder liabilities). Total IFRS-basis assets for OMFN, including its direct affiliates were $31.9 billion as of June 30, 2008.

From a sales perspective, OMFN consists of three distinct distribution channels including Life Distribution, Annuity Distribution and Institutional Distribution. Each distribution channel is supported by a Senior Vice President, external Regional Vice Presidents and an internal wholesaling team based in the company’s national sales office in Atlanta. Working through an independent network of Master General Agents, each of the distribution channels ensure that our distribution partners are armed with an innovative and balanced product portfolio.

Our Parent Company

The companies that comprise OMFN are led by the following Executive management team:
• John Clifford, President,
   Old Mutual’s US Life Operations,
• Bruce Parker, Chief Executive Officer,
   Old Mutual Financial Network,
• Vic Lumby, Chief Operating Officer,
   Old Mutual Financial Network,
• Barry Ward, Chief Financial Officer,
   Old Mutual Financial Network,
• Eric Marhoun, General Counsel and Secretary,
   Old Mutual Financial Network,
• William Rothenbach, Senior Vice President,
   Human Resources Old Mutual Financial Network
• Bruce Johnston, President/CEO,
   Old Mutual Financial Network Securities

 

 

 

 

 

 

No bank guarantee. • Not FDIC/NCUA/NCUSIF insured. • May lose value if surrendered early.
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