Advanced Markets Training Hub

Join the Advanced Markets team as we kick of the new year with an in-depth discussion on the 2025 tax inflation adjustments and how to help your clients minimize their taxable income using cash value life insurance.

Join the Mutual of Omaha Advanced Markets team as we discuss the Life Protection Advantage 101.

Join Mutual of Omaha's Advanced Markets team as they discuss opportunities and traps when your clients make their beneficiary designations on insurance and non-qualified annuity policies.

Designating a beneficiary sounds simple, but can get tricky. When mistakes are made it not only creates problems for themselves, but also for their loved ones. Those that they initially were trying to benefit and protect by naming them as a beneficiary of the policy. Learn how to avoid some of those beneficiary mistakes.

Hear the team discuss the tax benefits of owning long-term care insurance.

Indexed Universal Life insurance doesn't have to be confusing. The Mutual of Omaha low-cost IUL story with an LTC Rider and competitive distributions makes it an ideal product for your clients.

Learn how to best illustrate an Income Advantage IUL for supplementing income in retirement. Income Advantage has become a great retirement planning option. In addition to its cash accumulation potential, the ability for tax free disbursements meets the needs of many clients and prospects. Understand how to best customize this solution in Winflex.

Join us to learn how to help your clients better understand Social Security and consider ways to potentially optimize their benefits.

An IUL Policy is a unique asset that can be added to your client's portfolio. This can be seen as a diversified asset and with United's low cost and contractual guarantees, our product stands out over our competitors.

Learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family.

Join us as we discuss how to navigate the complex withdrawal rules of inherited IRA's.

Annuity taxation can be tricky! Join us for a discussion to better understand the tax implications surrounding annuities and common tax traps to avoid.

Learn more about how executive bonus works and ways to provide even more value to your small business owners and their most important employees.

Join the Mutual of Omaha Advanced Markets team to learn about the Living Benefit Buy-Sell agreement that lets business owners plan for the best-case scenario, while still preparing for the worst.

Business owners can be ideal clients, but sometimes they may seem difficult to approach and work with. Join the Advanced Markets team to learn strategies for finding and connecting with business owners if you would like to expand that part of your practice.

Listen in on the Executive Compensation webinar as we discussed different strategies that can help support your business-owner clients financial incentive plans.

The March 12th webinar covered our new Business Valuation Platform. We were joined by Cory Siegfried from RISR who walked through the new valuation report and discussed ways to leverage business valuations to build relationships with business-owner clients.

Helping your business-owner clients protect their business from the death of a key employee is an important goal. And compliance with IRC section 101(j) is critical if your clients want the death benefit to remain tax free. Come and learn more about how to comply with this important law.