Webinars & Videos

Modern Estate Planning, Built for Mutual of Omaha Advisors

Upcoming Webinar

June 18 at 11 AM PT | 2 PM ET

Join us for an exclusive session built for Mutual of Omaha Advisors, where you’ll see firsthand how Wealth.com is helping advisors deliver a family office experience to every client.

In this webinar, we’ll walk through the Wealth.com platform end-to-end with a live demo, share the value advisors are unlocking for their practices and households, and break down the best practices top-performing teams are using to make estate planning a core part of every client conversation. As a Mutual of Omaha advisor, you’ll also have the opportunity to purchase Family Office Suite (FOS) or FOS Lite at an exclusive 10% discount on all Wealth.com products.

What You’ll Learn:

Why estate planning is the next frontier of advice: Understand how estate planning is evolving from a one-time event into a continuous, advisor-led discipline — and why it’s quickly becoming table stakes for advisors who want to deepen households and grow their book.
How the Wealth.com platform works in practice: See a live, end-to-end demo of the platform — designed to help you scale sophisticated planning across every client relationship.
Best practices from advisors already using Wealth.com: Walk away with proven approaches for integrating Wealth.com into your workflow, identifying planning gaps across your book, and turning estate planning into a growth engine for your practice.

Reserve your spot today.