[WEBINAR] Advanced Markets August Webinar: SECURE Transfer from Mutual of Omaha
Wednesday 08/12/2026 at 10:00 am - 11:00 am CDT
Your clients worked hard building their retirement portfolio. They may have enough income to cover their retirement needs, but do they have an efficient legacy plan to make sure their loved ones get the most benefit from the estate? Have they considered tax risk, market risk and longevity risk? They might be surprised to learn that traditional retirement savings vehicles are not efficient wealth transfer tools.
Bring your questions for a live Q&A. We look forward to having you!
Your clients worked hard building their retirement portfolio. They may have enough income to cover their retirement needs, but do they have an efficient legacy plan to make sure their loved ones get the most benefit from the estate? Have they considered tax risk, market risk and longevity risk? They might be surprised to learn that traditional retirement savings vehicles are not efficient wealth transfer tools.
Bring your questions for a live Q&A. We look forward to having you!
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