2024 End of Year Planning
December 11th @ 10:00 am CST
Year-end planning is an opportunity to discuss important issues and have meaningful conversations with clients. It's also a great way to demonstrate your ability to be ahead of the game. Join us as we discuss strategies to be a collaborative partner to clients and ensure they are on the right path to reaching their long-term goals.
Register Here
Minimizing Taxes using IUL
January 8th @ 10:00 am CST
Join the Advanced Markets team as we kick of the new year with an in-depth discussion on the 2025 tax inflation adjustments and how to help your clients minimize their taxable income using cash value life insurance.
Register HereLive 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.
Breaking Down Barriers with Business Owners
(November 13, 2024)
Taxation of Annuities
(October 9, 2024)
Living Benefit Buy-Sell
(Sepember 11, 2024)
Unique Asset
(August 14, 2024)
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.
Join the Mutual of Omaha Advanced Markets team as we discuss the Life Protection Advantage 101.
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.
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.
Hear the team discuss the tax benefits of owning long-term care insurance.
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.
Join us to learn how to help your clients better understand Social Security and consider ways to potentially optimize their benefits.
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.
Learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family.
Join us as we discuss how to navigate the complex withdrawal rules of inherited IRA's.
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.
Learn more about how executive bonus works and ways to provide even more value to your small business owners and their most important employees.
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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