Advanced Markets Training Hub

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.

The information provided on this page is intended for financial professionals only.

View Our Upcoming Events

Inherited IRA Beneficiaries

July 10, 2024 @ 10:00am CST

Join us as we discuss how to navigate the complex withdrawal rules of inherited IRA's.

Register Now

Unique Asset

August 14, 2024 @ 10:00am CST

Join the Mutual of Omaha Advanced Markets team for a session that explores the unique ways permanent life insurance can enhance a client's portfolio.

Register Now

Live Training Recordings

If you miss any of the live webinars or if you'd like to re-watch a session, click the 'Watch Event' link below.

Executive Bonus
(June 12, 2024)

Learn more about how executive bonus works and ways to provide even more value to your small business owners and their most important employees.
Watch Event

10 Common Social Security Misconceptions
(May 8, 2024)

Join us to learn how to help your clients better understand Social Security and consider ways to potentially optimize their benefits.
Watch Event

Taxation of Life Insurance
(April 10, 2024)

Join Mutual of Omaha's Advanced Markets team as they discuss opportunities and traps when your clients make their beneficiary designations on insurance and non-qualified annuity policies.
Watch Event

Opportunities & Traps with Insurance Beneficiary Planning
(March 13, 2024)

Join the Mutual of Omaha Advanced Markets team to discuss opportunities and traps when your clients make their beneficiary designations on insurance and non-qualified annuities policies.
Watch Event

Training on Demand

We are excited to offer on demand training opportunities covering a broad range of business market and individual planning topics whether you're looking for help to get started, or want a refresh on what you're already doing. Check out Training on Demand.

Taxation of Life Insurance

Join Mutual of Omaha's Advanced Markets team as they discuss opportunities and traps when your clients make their beneficiary designations on insurance and non-qualified annuity policies.

Opportunities & Traps with Insurance Beneficiary Planning

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.

LTC Taxation

Hear the team discuss the tax benefits of owning long-term care insurance.

Beneficiary Designation Mistakes

Join the Mutual of Omaha Advanced Markets team to discuss opportunities and traps when your clients make their beneficiary designations on insurance and non-qualified annuities policies.

IUL Solutions 101

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.

IUL Solutions 202 – Supplementing Retirement Income with Income Advantage

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.

Life Insurance and the Financial Plan Part 1 - Fitting IUL into the Larger Plan

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

Life Insurance and the Financial Plan Part 2 - The Benefits of IUL During the Accumulation Phase

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.

Life Insurance and the Financial Plan Part 3 - Managing Post-Retirement Risks

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.

Taxation of Life Insurance - The Basics

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.

Taxation of Life Insurance - Section 1035 Exchanges

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.

Taxation of Life Insurance - Common Tax Traps

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.

Life Insurance is a Unique Asset

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.

Secure Transfer Planning

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

LTC Taxation

Hear the team discuss the tax benefits of owning long-term care insurance.

Estate Planning Prior to the Sunset

Join the Mutual of Omaha Advanced Markets to explore ways to take advantage of popular provisions in the Tax Cuts and Jobs Act before they sunset.

Estate Planning for the Rest of Us

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.

Secure Transfer Planning

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

Key Person and Life Insurance

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 and Life Insurance Sales

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.

Break Down Barriers with Business Owners

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

Key Person Insurance

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

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.

Log into Sales Professional Access to unlock even more detailed information and specialized tools plus your personalized reports.