[REPLAY] SECURE Transfer Planning Training Webinar from Mutual of Omaha

Recorded 09/13/23 

Thank you to all who registered and attended the September 13th webinar, SECURE Transfer Planning. We appreciate you taking time to learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family.

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

Advanced Markets Training Hub

For more training from the Mutual of Omaha Advanced Markets team, visit the Advanced Markets Gateway site. This site 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.