Paul Thomas - Mutual of Omaha N16w23217 Stone Ridge Drive, Waukesha, WI 53188
About the Business
Paul Thomas - Mutual of Omaha is an insurance agency located at N16w23217 Stone Ridge Drive in Waukesha, Wisconsin, United States. The institution is led by Paul Thomas, a dedicated professional with a background in law enforcement and military service. Paul and his wife, Kathy, along with their six children, enjoy various activities such as Scouting, dance, sports, and traveling.
Paul holds prestigious designations such as Life Underwriting Training Council Fellow (LUTCF) and Certification in Long Term Care (CLTC). He also has securities registrations and is an active member of professional organizations such as the National Association of Insurance and Financial Professionals (NAIFA) and The Million Dollar Roundtable (MDRT).
With a commitment to providing guidance and consistent service, Paul strives to help clients develop and maintain comprehensive business and individual strategies. As a licensed insurance agent and investment professional with Mutual of Omaha Advisors, Paul is dedicated to serving his clients' needs and enhancing his skills to better serve them. Visit the institution to learn more about the services offered and how Paul Thomas can help you achieve your financial goals.
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Location & Phone number
N16w23217 Stone Ridge Dr Ste 120, Waukesha, WI 53188, United States
Reviews
"Paul is very helpful and attentive to detail. I am happy to have him as my insurance advisor. He always makes time to respond to my emails and phone messages. I highly recommend him for your insurance and financial needs."
"He offered realistic advice for my situation. He went above and beyond making phone calls tracking my retirement account down. I trust him."
"Three weeks ago, Paul Thomas was simply the contact name I had on-hand of a nearby insurance broker for the MoO Long-Term Care policies my wife and I have had for 11 years each. Our original agent was long-gone, but we'd had smooth sailing during that time.... I'm 71 years old, and three weeks ago, HQs at MoO sent us a VERY confusing update that included a SIGNIFICANT premium increase to our policies. So after two aggrevating and inconclusive contacts with corporate MoO, I contacted Paul. As I understand it, LTC policies from many insurance companies go into a collective "pool". With the original agent out of the picture, commissions were no longer applicable. As a result, Paul informed me he was our agent on any MoO policies EXCEPT LTCs. For a few moments, I felt like my wife and I were, essentially, drifting without a rudder.... HOWEVER, Paul immediately stepped-up to the plate on our behalf, with ZERO financial incentive to help us. Regardless of that fact, he stated that he was the face of MoO (to us), and wanted to make sure our needs were addressed. To make a longer story short, Paul broke through the red-tape on our behalf (not easy....) and after a number of exchanges, our issues were addressed and resolved....but ONLY because of Paul's decision to intervene for us. That's character. That's integrity. I had to virtually demand an invoice for his services because from my perspective, THIS is what "customer support" is truly about! Changes to such critical policies can dramatically influence what our quality of life would be like when those times come. Paul's swift, concise and affirmative action gave us back our peace-of-mind. Mutual of Omaha should be very grateful for having such a broker in their corral."
"I have been a client of Paul Thomas's since 2013. He has always put my interests and my future in quality plans and products. I have multiple types of products with him and continue to trust his knowledge and expertise. I recommend Paul for all yoirllur insurance and financial needs."
"Paul is amazing! Super professional and very responsive! He takes the time to ask how you’re doing and is always willing to explain things in a way that you understand. I put my full trust in him and would highly recommend him to anyone!"
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