Integrate Estate Planning Seamlessly Into Your Practice

Upcoming Webinar

Date & Time:
December 9 | 11 AM PT | 2 PM ET

Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with Mutual of Omaha. Learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this session, you’ll see how Wealth.com simplifies estate planning, helps deepen client relationships, and makes it easy to deliver comprehensive plans with confidence and efficiency.

What You’ll Learn:

  • Real-World Application: How advisors are using Wealth.com to simplify estate planning discussions and create new value for clients.
  • Client Engagement: How to use estate planning as a conversation starter for retention, referrals, and growth.
  • Live Demo: A walkthrough of key features that enhance collaboration between advisors, clients, and their legal teams.

Who Should Attend:
All Mutual of Omaha advisors who want a simpler, more effective way to offer estate planning and differentiate their practice.

Save your seat today.

Carole Perchal

National Product Line Wholesaler at Mutual of Omaha

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Kari Abe

Enterprise Client Success Manager at Wealth.com

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Lea Witt

Manager, Client Engagement at Wealth.com

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Sara Blandford

Director of Advisory Sales at Wealth.com

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Rick Dinger

Regional Vice President, Advisor Sales at Wealth.com

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Trusted Estate Planning Solution for the Industry’s Leading Firms