A+ AM Best

Mutual of Omaha

Mutual of Omaha is one of America's most trusted senior-focused insurers, with an A+ AM Best rating affirmed in 2026 and a near-zero annuity complaint record. Its Ultra-Income and Income Access SPIAs are issued through United of Omaha Life.

Financial Strength A+ AM Best
Founded 1909 117 years in business
Headquarters Omaha, NE
Enterprise Assets ~$55 billion

Products Offered

Immediate Annuities (SPIA)Deferred Income AnnuitiesFixed Annuities

Mutual of Omaha offers 3 annuity product types. For help understanding the differences, see our types of annuities guide.

About Mutual of Omaha

Founded in 1909 and headquartered in Omaha, Nebraska, Mutual of Omaha is a Fortune 500 company (#299 in 2025) and one of the most recognized insurance brands among American retirees — millions know it from Medicare supplement coverage and the legendary 'Wild Kingdom' sponsorship. It reorganized into a mutual holding company structure in April 2026, remaining policyholder-owned at the top of the structure.

Its annuities are underwritten by subsidiary United of Omaha Life Insurance Company (not licensed in New York). AM Best affirmed the group's A+ (Superior) rating in April 2026, alongside A+ from S&P and A1 from Moody's.

Financial Strength Ratings

Rating AgencyRatingWhat It Means
AM BestA+ (Superior)Second-highest of AM Best's 16 ratings — affirmed April 2026
S&P GlobalA+ (Strong)Fifth-highest S&P rating
Moody'sA1Fifth-highest of Moody's 21 ratings

Ratings reflect each agency's opinion of the insurer's ability to meet its obligations to policyholders. Annuity guarantees are backed by the claims-paying ability of the issuer — Mutual of Omaha's annuity complaint record is effectively spotless — NAIC data shows far fewer annuity complaints than expected for its market share.

Mutual of Omaha Immediate Annuities (SPIA)

Mutual of Omaha offers two retail SPIAs through United of Omaha: Ultra-Income, a traditional immediate annuity with lifetime, period-certain, joint-and-survivor, and refund options (payments can begin as soon as the month after purchase and must start within 13 months), and Income Access, which pairs lifelong income with access to your money — a liquidity feature few SPIAs include.

Minimum premium is around $10,000, and an optional cost-of-living adjustment adds fixed annual payment increases. For buyers who value dealing with a household-name senior-market insurer — perhaps one they already know from Medicare supplement coverage — Mutual of Omaha offers that familiarity with genuinely strong ratings behind it.

Key Strengths

  • One of the most trusted senior-market insurance brands in America
  • Effectively spotless annuity complaint record per NAIC data
  • A+ AM Best rating affirmed April 2026
  • Income Access SPIA includes a money-access liquidity feature

Honest Considerations

Annuities are a small line for Mutual of Omaha — it ranked just #19 in LIMRA's 2025 payout-annuity sales at $82 million, a fraction of the volume written by specialists like New York Life or Western & Southern — so its pricing isn't always the sharpest in a head-to-head quote. Its credit tier also sits a half-step below the strongest mutuals (Moody's A1 vs. Aa3 at Western & Southern, and no A++ from AM Best). Familiar brand, honest product, real ratings — but compare its quote against the specialists before committing.

Best For

Retirees who value a familiar, senior-focused brand with a spotless service record — and want its quote compared honestly against the income specialists.

Frequently Asked Questions

Does Mutual of Omaha sell immediate annuities?

Yes — Mutual of Omaha offers the Ultra-Income SPIA (lifetime, period-certain, joint-and-survivor, and refund payout options) and Income Access, a SPIA with a built-in liquidity feature, both underwritten by its United of Omaha Life subsidiary. Note that United of Omaha is not licensed in New York.

Is Mutual of Omaha financially strong?

Yes — AM Best affirmed its A+ (Superior) rating in April 2026, alongside A+ from S&P and A1 from Moody's. Founded in 1909, it is a Fortune 500 company and reorganized as a policyholder-owned mutual holding company in 2026.

Is Mutual of Omaha good for annuities specifically?

It's a trustworthy option with a near-zero complaint record, but annuities are a small part of its business (#19 in US payout annuity sales). Its quotes are worth including for brand comfort and its Income Access liquidity feature — just compare against income-annuity specialists, whose pricing is often sharper.

Mutual of Omaha vs. All Carriers — Male Rates

Compare Mutual of Omaha's male annuity rates against all carriers we track. Monthly income per $100,000 SPIA with life-only payout.

Male Monthly Income Rates

Updated July 2026
Carrier Rating Age 55Age 60Age 65Age 70Age 75Age 80
New York Life A++ $575/mo $618/mo $664/mo $754/mo $882/mo $1,059/mo
MassMutual A++ $549/mo $590/mo $642/mo $724/mo $847/mo $1,018/mo
Pacific Life A+ $562/mo $604/mo $653/mo $739/mo $864/mo $1,039/mo
Prudential A+ $536/mo $576/mo $632/mo $709/mo $829/mo $998/mo
Mutual of Omaha A+ $556/mo $597/mo $648/mo $732/mo $855/mo $1,029/mo
Lincoln Financial A $530/mo $570/mo $627/mo $702/mo $820/mo $988/mo
Nationwide A+ $543/mo $583/mo $637/mo $717/mo $838/mo $1,008/mo
Western & Southern A+ $569/mo $611/mo $659/mo $747/mo $873/mo $1,049/mo

Rates updated July 2026. Based on $100,000 premium. Your exact rate may differ — request a personalized quote.

Mutual of Omaha vs. All Carriers — Female Rates

Compare Mutual of Omaha's female annuity rates against all carriers.

Female Monthly Income Rates

Updated July 2026
Carrier Rating Age 55Age 60Age 65Age 70Age 75Age 80
New York Life A++ $558/mo $597/mo $635/mo $704/mo $805/mo $975/mo
MassMutual A++ $533/mo $571/mo $614/mo $675/mo $781/mo $938/mo
Pacific Life A+ $546/mo $584/mo $625/mo $690/mo $793/mo $957/mo
Prudential A+ $521/mo $558/mo $604/mo $660/mo $769/mo $919/mo
Mutual of Omaha A+ $540/mo $577/mo $620/mo $682/mo $787/mo $947/mo
Lincoln Financial A $515/mo $551/mo $599/mo $653/mo $763/mo $910/mo
Nationwide A+ $527/mo $564/mo $609/mo $668/mo $775/mo $929/mo
Western & Southern A+ $552/mo $590/mo $630/mo $697/mo $799/mo $966/mo

Rates updated July 2026. Based on $100,000 premium. Your exact rate may differ — request a personalized quote.

Should You Choose Mutual of Omaha?

Mutual of Omaha is a strong choice if you value financial stability — their A+ rating indicates superior financial strength. With 117 years in business, they have a proven track record of meeting their obligations to policyholders.

However, we always recommend comparing rates from multiple carriers. A carrier with a slightly lower brand profile may offer a meaningfully better rate for your specific age and situation. The rate tables above make it easy to compare Mutual of Omaha against 7 other A-rated carriers.

View all 8 carriers we track, or compare current rates side by side.

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