Spellman Insurance Agency

Spellman Insurance Agency 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

Social Security decisions are not one size fits all. Understanding how timing impacts your long-term income can make a m...
10/10/2026

Social Security decisions are not one size fits all. Understanding how timing impacts your long-term income can make a meaningful difference over time.

Deciding when to take Social Security? Compare benefits at 62, 65, 67 and 70. Learn how age affects your retirement income and make an informed decision.

Many retirees ask the same question:"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"Ep...
10/08/2026

Many retirees ask the same question:
"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"

Episode 92 of the Make It Personal podcast explores why Required Minimum Distributions and retirement spending are not the same thing, and how thoughtful planning can help retirees navigate these decisions with greater confidence.

🎧 Watch here: https://mutualofomaha.co/4yAb4YN

Crisp air, golden leaves, and cozy escapes. Fall is the perfect season for a weekend getaway. From mountain views to cha...
10/06/2026

Crisp air, golden leaves, and cozy escapes. Fall is the perfect season for a weekend getaway. From mountain views to charming towns, check out these top destinations full of autumn magic.

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We have a commitment to corporate social responsibility that drives how we show up for our community, customers and associates.

What makes life insurance different from nearly every other financial product?Before coverage is issued, both your healt...
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

What if making more money didn't actually make you feel more secure?Episode 90 of Make It Personal follows the story of ...
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

Many people spent years planning around reduced Social Security benefits.Recent changes may have altered that equation.E...
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

Financial stability isn't built by one great financial decision.It's built by the habits and behaviors we repeat over ti...
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

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!
09/07/2026

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!

Many families spend years focusing on one goal: saving for college.But once college begins, new questions emerge around ...
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

Have you ever wondered if technology can really understand what's most important about your financial goals?Episode 86 o...
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

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Spokane Valley, WA
99212

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