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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.

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Join Us for Our October Webinar: Advanced Estate Planning Strategies Using Trusts and IULs

October 14, 2026 @ 10 a.m. CT

Let’s discuss trusts and permanent life insurance in estate planning. Trusts can help clients manage and protect assets, avoid probate and ensure property is distributed according to their wishes.

During this session, you'll learn about:

  • Common types of trusts: understand the differences between revocable and irrevocable trusts and how each may be used within an estate plan.

  • Key benefits of trust planning: see how trusts can help avoid probate, provide greater control over asset distribution, protect beneficiaries and address incapacity.

  • Trusts and life insurance: explore how trusts, including irrevocable life insurance trusts (ILITs), may be used to own life insurance and support a client’s estate planning goals.

Register Now

Recent recordings

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.

Watch Recording

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. 

Watch Recording

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.

Watch Recording

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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