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 November Webinar: The Next Great Wealth Transfer: The Gen X Opportunity
November 11, 2026 @ 10 a.m. CT
Join us for a discussion on The Next Great Wealth Transfer, exploring Gen X, a generation at the center of one of the largest wealth transfers this country has ever seen. Discover planning strategies to help these clients protect their wealth, secure their financial future and build a lasting legacy.
Learn about:
Why this often-overlooked generation represents a significant opportunity for financial professionals.
Connecting with Gen X, their financial priorities, decision-making process and what they value in an advisor.
How insurance solutions can help clients preserve their wealth, prepare for the future and leave a meaningful legacy.
Recent recordings
Advanced Estate Planning
October
Trusts and permanent life insurance can help clients manage and protect assets, avoid probate and ensure property is distributed according to their wishes. We discussed common types of trusts, key benefits of trust planning and how trusts, including irrevocable life insurance trusts, can support a client’s estate planning goals.
Estate Planning Basics
September
Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their loved ones and ensure their wishes are carried out. We discussed essential estate planning documents, strategies for avoiding probate and the role of life insurance in estate planning.
SECURE Transfer
August
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.
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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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