Dakota Fortner: Financial Representative - Mutual of Omaha

Dakota Fortner: Financial Representative - Mutual of Omaha Risk management | Senior Benefits | Group Planning | Wealth Accumulation | Retirement Planning | Estate Planning | Business Planning

I am proud to hail from Republic, Missouri, where I laid the foundation for my journey into the insurance and finance industry. After graduating high school in 2014, I pursued my passion for basketball at Central Methodist University in Fayette, Missouri, where I excelled both on the court and in the classroom. I earned my bachelor’s degree in business management ahead of schedule, eager to embark

on a career dedicated to helping others achieve financial protection. Since December of 2021, I’ve been deeply involved in the insurance and finance sector, armed with licenses in Life and Health across multiple states. Based in Springfield, Missouri, I extend my services to clients to clients nationwide, including Missouri, Kansas, Florida, Hawaii, Texas, Minnesota, West Virginia, and North Carolina. My experience spans a wide range of insurance products and financial strategies, from Life, Long-Term Care, and Medicare Supplement to Disability Income and Annuities. Whether you’re in my hometown or across the country, I’m committed to meeting you where you are and designing a tailored financial strategy that fits your unique needs and aspirations. Our journey together doesn’t end with the implementation of your plan – I believe in regular check-ins and reviews to ensure we adapt to any changes in your life circumstances. Beyond my professional pursuits, I’m deeply rooted in my Southwest Missouri community, where my parents still reside. Family holds a special place in my heart, and I’m thrilled to be a father to my son Oakley and soon-to-be husband to my fiancé Danielle. We share a love for outdoor adventures and sports. When we’re not working, you’ll often find us enjoying quality time together on the lake or cheering on our favorite teams, whether it’s the Kansas City Chiefs or local high school sports. Let’s embark on this journey toward financial stability together – I’m here to guide you every step of the way.

This Veterans Day, join us in honoring all current and former service members. Learn more about this important day, and ...
11/11/2024

This Veterans Day, join us in honoring all current and former service members. Learn more about this important day, and let’s celebrate all veterans for their service, commitment and dedication.

https://bit.ly/3YHjoFy

  Did You Know? There are a few different ways to help cover the cost of college. The key is making a plan and starting ...
06/07/2024



Did You Know? There are a few different ways to help cover the cost of college. The key is making a plan and starting early. I can help, reach out to me today if this is something that you would like to discuss or learn more about.

TIP: changing jobs is the perfect opportunity to look at your insurance coverage. You may find that it’s time to make so...
06/04/2024

TIP: changing jobs is the perfect opportunity to look at your insurance coverage. You may find that it’s time to make some adjustments. Here’s a helpful article where you can learn more: https://bit.ly/3Vcetus

 Could you cover all your expenses for 3-6 months if you lost your income due to an injury or illness? Most people can’t...
05/31/2024



Could you cover all your expenses for 3-6 months if you lost your income due to an injury or illness? Most people can’t. Contact me today to learn more
about income protection.


Disclosure: https://bit.ly/45cs0H2

Health insurance may not be top of mind when you’re job hunting, but it should be! Learn more about this important job c...
05/29/2024

Health insurance may not be top of mind when you’re job hunting, but it should be! Learn more about this important job change consideration in this helpful article: https://bit.ly/3x6qqJU

Did You Know?According to a Care.com survey*, 7 out of 10 households reported spending more than 10% of their income on ...
05/28/2024

Did You Know?

According to a Care.com survey*, 7 out of 10 households reported spending more than 10% of their income on childcare. It’s never too early to start thinking about saving for your bundle of joy.

As we celebrate  , let us take a moment to reflect on the selflessness and bravery of those who gave their lives for our...
05/27/2024

As we celebrate , let us take a moment to reflect on the selflessness and bravery of those who gave their lives for our nation.

  Many people think their house, car or savings account is their most valuable asset. But, what about your income? What ...
05/24/2024

Many people think their house, car or savings account is their most valuable asset. But, what about your income? What would you do if you lost it?

Disclosure: https://bit.ly/44YRxn2

Did You Know?A good baby crib can cost anywhere from $120 used, all the way up to $1000 for something top-of-the-line, s...
05/22/2024

Did You Know?

A good baby crib can cost anywhere from $120 used, all the way up to $1000 for something top-of-the-line, so it’s never too early to start budgeting for that new bundle of joy.

Source: https://bit.ly/3XaFFMT

If you’re thinking about changing jobs, take a look at your emergency fund first. We recommend solo earners have 3-6 mon...
05/20/2024

If you’re thinking about changing jobs, take a look at your emergency fund first. We recommend solo earners have 3-6 months’ worth of savings. Check out this article to learn how you can bridge the gap between positions: https://bit.ly/3QTxd0a

Increase your financial literacy and learn more about disability income insurance. If you’re not sure where to start, gi...
05/17/2024

Increase your financial literacy and learn more about disability income insurance. If you’re not sure where to start, give me a call and I’d love to chat.


Disclosure: https://bit.ly/4dKopDF

Address

3555 S Culpepper Cir Suite 100
Springfield, MO
65804

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