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

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 Here

Executive Compensation

February 12th @ 10:00 am CST

International Employee Appreciation Week is approaching in early March. We invite you to join our February webinar, where we will discuss executive compensation strategies that can serve as effective conversation starters with your business-owner clients.

Register Here

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.

2024 End of Year Planning
(December 11th, 2024)

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.
Watch Event

Breaking Down Barriers with Business Owners
(November 13, 2024)

Business owners can be ideal clients, but sometimes they may seem difficult to approach and work with. Join the Advanced Markets team to learn strategies for finding and connecting with business owners if you would like to expand that part of your practice.
Watch Event

Taxation of Annuities
(October 9, 2024)

Annuity taxation can be tricky! Join us for a discussion to better understand the tax implications surrounding annuities and common tax traps to avoid.
Watch Event

Living Benefit Buy-Sell
(Sepember 11, 2024)

Join the Mutual of Omaha Advanced Markets team to learn about the Living Benefit Buy-Sell agreement that lets business owners plan for the best-case scenario, while still preparing for the worst.
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.

Life Protection Advantage 101 Video

Join the Mutual of Omaha Advanced Markets team as we discuss the Life Protection Advantage 101.

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.

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.

10 Common Social Security Misconceptions

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

Unique Asset

An IUL Policy is a unique asset that can be added to your client's portfolio. This can be seen as a diversified asset and with United's low cost and contractual guarantees, our product stands out over our competitors.

Estate Planning Prior to 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.

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.

Inherited IRA Beneficiaries

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

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.

Executive Bonus

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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