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Advanced Markets

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 May Webinar: Retirement Planning, With Special Guest David Macchia

May 13, 2026 @ 10 a.m. CST

Economic uncertainty and volatility may be causing your clients to worry about retirement. This is when strategic advisors stand apart from the rest. Join Advanced Markets and their guest, David Macchia, founder and CEO of Wealth2k, and discover why thousands of advisors have turned to the Income for Life Model® to protect their clients' retirement income — in bull markets, bear markets, and everything in between.

In this webinar, you'll learn:

  • Why some investors are uniquely vulnerable in today's environment, and how to identify them in your book of business

  • How the Income for Life Model's time-segmentation strategy insulates near-term income from market chaos while keeping growth assets working for the long run

  • And how advisors are using the model right now

Register Now

Recent recordings

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.

Watch Recording

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.

Watch Recording

Mastering Buy-Sell Planning in a Post-Connelly World

February

The February webinar covered buy-sell planning strategies and how to protect your business-owner clients in a post-Connelly world. 

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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