08.10.22

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).

05.17.22

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.

04.06.22

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 topic with the plan sponsor such as plan protection, investments, improving employee outcomes, service, and the price for value.

04.06.22

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.

04.06.22

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.

04.06.22

What Selling Retirement Plans Means to Your Practice

This webinar is part of the Retirement Plans University 101 Series. During this presentation Josh Greisen, Regional Sales Director, talks about developing a practice, the retirement plan products and the differences between them, compensation for the financial professional, cross selling opportunities, and the resources available.

11.18.21

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.

09.30.21

The Art and Science of Selling 457(b) Plans

During this webinar you will learn an overview of the 457(b) marketplace opportunities, the similarities and differences to a 401(k) plan, and how Mutual of Omaha can help with finding and prospecting 457(b) business. Hosted by Preston Hamilton - Regional Sales Director for Texas and Louisiana.

08.26.21

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). Hosted by Bob Woods, 401(k) National Sales Director.

05.19.21

Demystifying 5500 Filings

This webinar shows how using data can help get your foot in the door. 5500 Filings hold a wealth of information about a 401(k) plan. We’ll take an in-depth look at where to find key information, how to identify potential red flags, and how to solve for those issues. Hosted by RJ Anglada and Josh Greisen.

04.08.21

Win in 202Won! Females in Financial Sales Event

Authenticity Ted Talk-Style Workshop

04.08.21

Win in 202Won! Females in Financial Sales Event

Female Sales Leadership Panel Discussion

04.08.21

Win in 202Won! Females in Financial Sales Event

Run Like a Girl/Allyship Workshop

04.08.21

Win in 202Won! Females in Financial Sales Event

Love What You Do

04.08.21

Win in 202Won! Females in Financial Sales Event

Life Lessons from a LPGA Golfer

04.08.21

Win in 202Won! Females in Financial Sales Event

Welcome

10.14.20

A Family Friendly Mutual of Omaha Wild Kingdom Virtual Event

For more than 50 years, “Mutual of Omaha’s Wild Kingdom” provided television viewers with an engaging exploration of wildlife and our natural world. We want to bring that experience directly to you and your family! During the event, Peter Gros, co-host of the original “Wild Kingdom” show will introduce you to some animals, share stories of his adventures working on the show and provide an important conservation message.

10.14.20

Evolution of Retirement as it Relates to Financial Planning

Join Stadion for a one hour presentation on the shift in the 401(k) landscape and the investment vehicles available to plan sponsors and participants. What You Will Learn: •How technology and participant behavior is affecting the retirement industry. •How to analyze Target Date Fund (TDF) construction •How managed accounts meet the basic “General Principles of Financial Planning”

10.14.20

Sandler Best Practices Roundtable

Join Mutual of Omaha's Bob Woods and key Sandler Sales and Management Trainers for a discussion on prospecting best practices.

10.14.20

Retireholi(k)s

The Retireholi(k)s will be joined by Mutual of Omaha's Michelle Gibilisco and Trevor Asti in a panel discussion around key topics in the 401(k) landscape.

10.14.20

Build Your Brand Workshop

Join us for a presentation that is all about the building blocks you need to create a strong brand. We will share some great resources and websites that you can use to create or enhance the foundation of your custom brand. We will also touch on branding in the post COVID-19 world and why it is so important now, more than ever before to have a consistent and professional brand.

08.18.20

Art and Science of Selling 457(b) Plans

Did you know there are nearly 90,000 governmental agencies throughout the U.S.? And each of these agencies are potential 457(b) retirement plan prospects? These sales opportunities are literally all around you! Attend this webinar to gain insights on the 457(b) market along with hints and tips to build your business in the public sector.

04.15.20

Supporting Plan Sponsors in Turbulent Times

04.15.20

Creating a Stronger Mindset - Actionable Tools to Take Charge During Tough Times

Our world is facing the greatest challenge of our lifetime - perhaps in the last 100 years. Yet, there is hope, and there is something YOU can do, I can do, we all can do, that will allow us to grow through this time together and emerge STRONGER. Access the Stronger Action Guide: https://www.ziglar.com/stronger

04.15.20

Driving Better Participant Outcomes with Morningstar® Retirement Manager

During times of market volatility, participant behavior can drastically hinder retirement readiness. Learn how to help your clients drive better participant outcomes with Morningstar® Retirement Manager.

04.15.20

What Employers Want from 401(k) Financial Professionals

Exceeding expectations to gain more retirement plan clients - Do you know what 401(k) plan sponsors are looking for? Attend this session to gain more insight on plan sponsor hot buttons.

04.15.20

Demystifying 5500 Filings

Using Data to Get a Foot in the Door: 5500 Filings hold a wealth of information about a 401(k) plan. In this session, we’ll take an in-depth look at where to find key information, how to identify potential red flags, and how to solve for those issues.

04.15.20

Prospecting and Factfinding Roundtable

Learn from some of Mutual of Omaha's top 401(k) Regional Sales Directors on why prospecting should be a focus of your business in these trying times. Hear about ways to approach potential clients and strategies to uncover their concerns.

04.14.20

Prospecting Virtually

Thoughts on how to approach prospecting virtually in today's ever changing environment.

04.14.20

The Secrets of Success as a Navy SEAL

Former Navy SEAL Jonathan Wilson shares how lessons learned as a SEAL can unify and motivate teams under conditions of uncertainty.

04.14.20

The Art and Science of 457(b) Prospecting

Opportunities to sell retirement plans to public-sector employers are literally all around you. Join this webinar to learn the secrets to prospecting and selling 457(b) plans in your backyard.

04.14.20

Embracing Innovation

How an upmarket plan design & fiduciary service can help advisors compete within the small to mid-market 401(k) segment

04.14.20

Influence to Inbound: How Content Marketing is the New Key to Business Success

Learn How Content Marketing is the New Key to Business Success. The days of interruption marketing are dwindling, which is why marketing techniques have had to evolve. Learn how you can use content marketing to demonstrate that you are an authority in the retirement plan profession, build an effective SEO strategy, and leverage technology and automatization to drive inbound qualified 401(k) leads.