Spellman Insurance Agency
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My mission is helping people. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: AK, AZ, ID, UT, and WA. 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Spellman Insurance Agency and the Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. 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. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.
505 N Argonne Rd, Suite A205
Spokane Valley, WA 99212
10/01/2026
What makes life insurance different from nearly every other financial product?
Before coverage is issued, both your health and your financial situation are considered.
Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.
🎧 Watch here: https://mutualofomaha.co/4rDT3pG
09/24/2026
What if making more money didn't actually make you feel more secure?
Episode 90 of Make It Personal follows the story of a physician family earning over $3 million annually who still felt pressure from taxes, spending, retirement planning, college savings, and uncertainty about the future.
🎧 Watch here: https://mutualofomaha.co/4yQRyXB
09/17/2026
Many people spent years planning around reduced Social Security benefits.
Recent changes may have altered that equation.
Episode 89 of Make It Personal explores who may be impacted and why revisiting your retirement income plan could be important.
🎧 Watch here: https://mutualofomaha.co/3T9WszK
09/10/2026
Financial stability isn't built by one great financial decision.
It's built by the habits and behaviors we repeat over time.
Episode 88 of Make It Personal explores why discipline and consistency often have a greater impact on long-term financial success than any single transaction.
🎧 Watch here: https://mutualofomaha.co/46lOCpR
09/07/2026
Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!
09/03/2026
Many families spend years focusing on one goal: saving for college.
But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.
Episode 87 of Make It Personal explores the next phase of the college planning journey.
🎧 Watch here: https://mutualofomaha.co/4iLrDfa
08/27/2026
Have you ever wondered if technology can really understand what's most important about your financial goals?
Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.
🎧 Watch here: https://mutualofomaha.co/46pKa9r
08/20/2026
Many families are balancing several financial priorities at once.
Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.
This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.
🎙️ Watch Episode 85: https://mutualofomaha.co/3S4U0dz
08/13/2026
Do all catch-up contributions now have to be Roth?
Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.
Watch here: https://mutualofomaha.co/4qcCrVm
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/4q2W3v1
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Spokane Valley, WA
99212
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