Advanced Markets Training Hub

Our team was joined by D.J Golightly,to discussed valuable insights on retirement strategies through the integration of the recently launched Ultra Advantage Fixed Index Annuity (FIA).

When structured appropriately, annuities can offer a guaranteed income stream for life, or serve as an accumulation asset within a client’s portfolio in addition to the unique income tax advantages.

Many clients may face an important question of how to finance college expenses. In this webinar, we provide an overview of how the cash value from an IUL Policy can be accessed to assist in funding the costs of education.

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.

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.