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 June Webinar: Holistic Retirement Planning With Insurance Products
June 10, 2026 @ 10 a.m. CST
Join us as our Advanced Markets experts examine how insurance products play a critical role in holistic retirement planning. By integrating Mutual of Omaha's life insurance and annuity products alongside traditional investments, advisors and agents can help clients create more reliable income, enhance tax efficiency and better manage risks such as longevity, market volatility and Social Security uncertainty.
Recent recordings
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.
Elevate Your Practice by Partnering with Advanced Markets
April
Learn more about how Advanced Markets can help strengthen client relationships and drive sustained business growth in an increasingly sophisticated financial world.
Avoiding Common Beneficiary Mistakes
March
This session covers unintentional designations that undermine life insurance planning and how to ensure beneficiary designations align with your client’s goals.
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Estate planning
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Business planning
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Retirement planning
Reducing Taxable Income with an IRA
Minimizing Taxable Income Using IUL
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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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