Mutual Evolve

Announcements

2025 RMD Value


Your client’s 2025 RMD value can be located on the RMD Dashboard in Mutual's Orion database. It will be located under the column “2025 RMD Value from Product Company.”  Values listed here have been verified as accurate by the Evolve Service Team. If you do not see a value listed, please submit a case to the Evolve Service Team.


Some product companies have not generated this information yet, so requests will be fulfilled as information is made available.


NOTE: RMD information for inherited IRAs is provided on a best efforts basis, and will need to be requested individually from the Service Team.


Important Changes When Calling Evolve Service Team


At Mutual Group, we're committed to making it easier for you to do business with us. As such, starting on March 24th, you will now have the option to leave a voicemail when you call the Evolve phone number (805) 702-7222 if our team is on the other line. 


Messages will automatically create cases for our team and help prioritize those that are time-sensitive and require a call back. Thank you! 






    Best Practice Tip

    Please remember to indicate in your case where funds are to be drawn from when requesting a Mutual Fund distribution.  You can locate the assets in the account on Orion by right clicking on the account and selecting Assets.


      Carrier Fun Fact

      The following Carriers all require the contract owner to sign an authorization form allowing Mutual to submit Reallocation/Rebalancing requests on the client's behalf

      • Equitable
      • Nationwide
      • Prudential/Foretitude
      • Talcott
      • Venerable
      • Voya

        • Recent Articles

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          Please see the most recent version of our Client Packet. For instructions on how to upload the Client Packet in the Portal, please see: Client Packet - Creating a Case

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