[REPLAY] 2024 Year-End Planning from Mutual of Omaha

Recorded 12/11/2024 

In case you missed it, listen in to the discussion about how year-end planning can be a great opportunity to bring up important issues and have meaningful conversations with clients. We also discussed strategies on how to be a collaborative partner to clients and ensure they are on the right path to reaching their long-term goals.

Don’t forget – you can also access previous trainings on the Advanced Markets Gateway.

For those who were unable to attend, you can view the recording and webinar slides at your convenience.