David Russo - Mutual of Omaha

David Russo - Mutual of Omaha My mission is helping people. I represent a strong and secure insurance company that has been helping our customers for more than 100 years.

My goal is to use insurance to help you reach your financial goals and plan for a secure future. To achieve your goals, we will work together through a process of discovery in several key areas. Only then, with the knowledge and understanding of your wants and needs, we will begin looking at options that make sense and shape recommendations based upon your feedback. In good and bad, you can have full confidence in Mutual of Omaha.

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/4ygsJDT

You don’t have to navigate Medicare alone. I can help guide you through your options so you can feel confident in your d...
10/08/2026

You don’t have to navigate Medicare alone. I can help guide you through your options so you can feel confident in your decision.


Connect with me today.
(203) 220-6217 [email protected]

Are you on track for retirement? The Make It Personal Podcast has a free eBook, Seven Plays for Retirement Success, that...
10/08/2026

Are you on track for retirement? The Make It Personal Podcast has a free eBook, Seven Plays for Retirement Success, that gives you clear, simple steps - from maximizing Social Security to helping make your money last.

👉 Download your free copy today. Your future self will thank you.

🔗 https://mutualofomaha.co/4zpqm2E

Mutual of Omaha is a brand people know and trust. For more than 60 years, they’ve provided Medicare solutions that fit e...
10/08/2026

Mutual of Omaha is a brand people know and trust. For more than 60 years, they’ve provided Medicare solutions that fit every lifestyle. Contact me to learn more about the options available to you.


Connect with me today.
(203) 220-6217

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/4hAcxam

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/3VxYk6h

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/4Aq8x4T

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/3Ts13xr

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/4gALBYM

Address

55 Merritt Boulevard, Ste 220
Trumbull, CT
06611

Telephone

+12033868494

Website

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