Planning for retirement can be overwhelming and complicated, with numerous accounts and investments, as well as multiple tools to track progress toward your goals. As my client, you can access Orion Planning to help you simplify your financial strategies.

Orion Planning is an easy to use online tool that offers any time access to fully personalized financial management tools so you can keep track of the most important aspects of your financial life including:

  • Retirement planning
  • Budgeting
  • Investments
  • Life Insurance Planning

With Orion you can get a comprehensive view of your investments and goals alongside the performance of your accounts which allows you to track progress towards short and long-term financial goals.

You can become more organized by securely uploading statements, insurance policies, wills and more in your personal Document Vault on Orion Planning. Imagine the time savings of having these items in one place, especially during tax season.

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You can access Orion Planning for no added expense. It’s one of the ways we help support you in meeting your financial wellness goals.

Call or email me to get access to Orion Planning.

Amber McBride

Mutual Life Financial Group
Partner
3395 Sixes Rd
Suite 2304
Canton, GA 30114
678-672-9553 Office

amcbride@mutuallifefinancialgroup.com

Mutual Life Financial Group is not an affiliate of Ameritas or its subsidiaries.

Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck.

Securities offered through Ameritas Investment Company, LLC (AIC), member FINRA / SIPC and investment advisory services offered through Ameritas Advisory Services (AAS). AIC and AAS are not affiliated with any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

This material was developed and produced by Ameritas to provide information on a topic that may be of interest. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Contact your representative for more information and assistance in obtaining life insurance and other products to help meet your financial planning needs.

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.

Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.

© 2025 Ameritas Mutual Holding Company

AIC 1436 6-21