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COMPANY LETTERHEADCurrent DateMutual of Omaha GPS.east@mutualofomaha.com8007697159Re: Broker of RecordGroup Number:Dear Mutual of Omaha, This is to notify you that I have appointed Broker Name of
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The Mutual of Omaha BOR (Broker of Record) is a form that allows a producer or agent to assign their commission rights and client accounts to another agent or brokerage.
Producers or agents who wish to transfer their commission rights and client accounts must file the Mutual of Omaha BOR.
To fill out the Mutual of Omaha BOR, agents need to provide their information, the information of the new broker, and the policy or account details that are being transferred.
The purpose of the Mutual of Omaha BOR is to facilitate the transfer of client accounts and commissions between agents or agencies.
The Mutual of Omaha BOR must report the names and contact details of both the transferring and receiving agents, the policies involved, and the effective date of the transfer.
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