On March 8 we hosted our second Advanced Markets training webinar of 2023. The Long-term Care Insurance for Asset Protection session focused on how both traditional LTC as well as life insurance with an LTC rider can help protect your client’s independence, assets, and family by planning for long-term care needs. For those of you who were unable to attend or would like to review the information, you can listen to and watch the recording.
*NOTE: The recording and slides are intended for producer-use only and are not approved for use with consumers or clients.
Don’t miss a session! Join us for our next session on April 5th at 10:00am central time.
Minimizing Taxes in Retirement
- Date: April 5
- Time: 10:00 am Central
- Description: Join the Mutual of Omaha Advanced Markets Team to learn how to help prospective clients understand how different income sources can impact the taxes they pay in retirement, and how life insurance or Roth IRAs can help them by providing a tax-free source of supplemental retirement income.
Click Here to Register for Minimizing Taxes in Retirement
To access these trainings and more, visit the new Advanced Markets Gateway training hub. The hub 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. In addition, you can find registration links for up-coming live webinars.
The Advanced Markets Team