Advanced Markets Training Hub

Designating a beneficiary sounds simple, but can get tricky. When mistakes are made it not only creates problems for themselves, but also for their loved ones. Those that they initially were trying to benefit and protect by naming them as a beneficiary of the policy. Learn how to avoid some of those beneficiary mistakes.

Indexed Universal Life insurance doesn't have to be confusing. The Mutual of Omaha low-cost IUL story with an LTC Rider and competitive distributions makes it an ideal product for your clients.

Learn how to best illustrate an Income Advantage IUL for supplementing income in retirement. Income Advantage has become a great retirement planning option. In addition to its cash accumulation potential, the ability for tax free disbursements meets the needs of many clients and prospects. Understand how to best customize this solution in Winflex.

Cash accumulation IUL has a place in your clients' financial plan. Understand why a 0% floor can benefit the entire plan.

Your clients have many options for saving for retirement. IUL can be a great accumulation tool and helps manage many of the risks your clients face while they are saving for retirement.

The distribution phase of retirement carriers its own unique set of risks. Properly used, IUL can help not just provide a stream of income, but can manage those post-retirement risks as well.

Life insurance payouts are made tax-free to beneficiaries. But there are times when money from a policy is taxable. When it comes to the taxation of life insurance there are other considerations to think about as well.

Section 1035 provides that, in some instances, the policy or contract owner may make certain exchanges without the immediate recognition of gain. The income tax consequences are deferred or postponed. There can be numerous compelling reasons to switch policies using a 1035 exchange. Learn more about the reasons and other considerations.

Learn about the common life insurance traps and apply your new knowledge as you work with your clients. Understanding potential tax traps involving your client's life insurance policy can them avoid some costly mistakes and common pitfalls.

Learn how cash value life insurance provides more than just a tax free death benefit and how it can benefit your client's financial security.

Learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family.

Estate planning is a big topic and too often, people think estate planning is just for the very rich. The rest of us need estate planning as well. Maybe not the same strategies, but estate planning none the less.

Learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family.

Business protection starts with key person insurance. It can be a simple and effective way for a business to protect against the loss of one of its most valuable employees, executives or owners to premature and untimely death.

Business valuations offer important information to business owners about the impact of the value of their business and many aspects of their financial future. Learn more about business valuations and how they can help generate life insurance sales opportunities.

Hear the Advanced Markets team discuss key questions that help break down the current barriers to successful business planning.

Every organization has employees that they just can't do without. Learn why protecting those individuals with key person insurance is a valuable strategy.