Past Webinars
08.16.23
Prospecting Made Easy
A discussion on retirement plan prospecting and the Prospecting Guide we created to help you streamline the process.
Watch Replay02.09.23
How to Get Started in the 401(k) Business
This webinar is part of the Retirement Plans University 101 Series. During this presentation Levi Ethington, Internal Wholesaler, talks about the importance of diversifying revenue, our three-step approach to prospecting, and how the Mutual of Omaha Retirement Services sales team can help.
Watch Replay02.08.23
What the Market Place Looks Like
This webinar is part of the Retirement Plans University 101 Series. During this presentation Scott Thomsen, Business Development Analyst, talks about common industry term in the retirement industry, what employers are really looking for, and what to do once you've booked the first meeting.
Watch Replay02.07.23
Best Practices When Talking to Plan Sponsors
This webinar is part of the Retirement Plans University 101 Series. During this presentation Scott Thomsen, Business Development Analyst, talks about addressing important topics with the plan sponsor such as plan protection, investments, improving employee outcomes, service, and the price for value.
Watch Replay08.10.22
Transitioning SIMPLE IRAs
Over time, a company’s retirement plan objectives can change. The owners may want to start investing more, their workforce may have grown, or they may be experiencing increased turnover. Any of these can be a good reason to transition a SIMPLE IRA to a 401(k). Learn how to take advantage of these opportunities and the unique differences between a SIMPLE IRA vs. a 401(k).
Watch Replay05.17.22
What Employers Want from 401(k) Plan Professionals
Understanding what plan sponsors expect and what they truly want from their retirement plan professional can help you reduce your sales cycle and increase your retirement plan business. Learn about the tools, resources and support that can help you take advantage of this huge opportunity by exceeding plan sponsor expectations.
Watch Replay11.18.21
Service Overview Tool
A discussion on how to use the Advisor 401(k) Service Overview tool, available through Mutual of Omaha Retirement Services. We’ll show you how you can utilize this valuable tool to help set yourself apart and strengthen your relationships with your clients.
Watch Replay