Gateway Training
Advanced Markets Gateway provides you with live and 24-7 training on demand opportunities from the Mutual of Omaha Advanced Markets Team. These training sessions cover a broad range of topics, providing the information you need to help close cases no matter how simple or complex.
Join Us for Our August Webinar: SECURE Transfer
August 12, 2026 @ 10 a.m. CT
Your clients worked hard building their retirement portfolio. They may have enough income to cover their retirement needs, but do they have an efficient legacy plan to make sure their loved ones get the most benefit from the estate? Have they considered tax risk, market risk and longevity risk? They might be surprised to learn that traditional retirement savings vehicles are not efficient wealth transfer tools.
Recent recordings
Social Security Strategy
July
Navigating claiming strategies for Social Security can be complex, and without understanding the nuances, your clients could make crucial mistakes. Learn about the top eight misconceptions surrounding Social Security and how life insurance and annuities can help your clients make optimal claiming decisions.
Holistic Retirement Planning With Insurance Products
June
By integrating life insurance and annuity products alongside traditional investments, you can help clients create more reliable income, enhance tax efficiency and better manage risks such as longevity, market volatility and Social Security uncertainty.
Retirement Planning With Guest David Macchia
May
Hear why advisors have turned to the Income for Life Model to protect their clients' retirement income - in bull markets, bear markets and everything in between.
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Estate planning
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Business planning
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Retirement planning
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Tax strategies and product
Planning Opportunities with OBBB Act
Funding College Expenses using IUL
Questions?
If you have questions or comments about the topic or information presented, please contact Mutual of Omaha's Advanced Markets Team at (402) 351-4287 or send an email to advanced.markets@mutualofomaha.com.
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