[WEBINAR] Advanced Markets: Holistic Financial Planning from Mutual of Omaha
Wednesday 05/13/2026 at 10:00 am - 11:00 am CDT
Economic uncertainty and volatility may be causing your clients to worry about retirement. This is when strategic advisors stand apart from the rest.
Join Advanced Markets and their guest, David Macchia, founder and CEO of Wealth2k, and discover why thousands of advisors have turned to the Income for Life Model® to protect their clients’ retirement income — in bull markets, bear markets, and everything in between.
In this webinar, you’ll learn:
Why some investors are uniquely vulnerable in today’s environment, and how to identify them in your book of business
How the Income for Life Model’s time-segmentation strategy insulates near-term income from market chaos while keeping growth assets working for the long run
Economic uncertainty and volatility may be causing your clients to worry about retirement. This is when strategic advisors stand apart from the rest.
Join Advanced Markets and their guest, David Macchia, founder and CEO of Wealth2k, and discover why thousands of advisors have turned to the Income for Life Model® to protect their clients’ retirement income — in bull markets, bear markets, and everything in between.
In this webinar, you’ll learn:
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