Mutual of Omaha Webinar: Advanced Estate Planning with Trusts and IULs
Mutual of Omaha Webinar: Advanced Estate Planning with Trusts and IULs
If you've ever had a client ask what a trust can really do for their estate plan — or wondered how trust planning and indexed universal life insurance work together — this webinar is built for that exact conversation.
Webinar Details
Topic: Advanced Estate Planning Strategies Using Trusts and IULs
Date: October 14, 2026
Time: 10:00 a.m. CST
What You'll Learn
How revocable and irrevocable trusts function differently in an estate plan
Where trust planning and IUL strategies intersect, including how an Irrevocable Life Insurance Trust (ILIT) can work alongside permanent coverage
How to identify which clients may benefit from combining trust and life insurance strategies
Practical ways to coordinate trusts with beneficiary designations, powers of attorney, and overall estate planning goals
Why Attend
Estate planning conversations can stall when clients — or agents — aren't sure where life insurance fits alongside legal documents like trusts. This session is designed to close that gap, giving agents partnered with The Brokerage Inc. a clearer framework for recognizing planning opportunities and guiding clients toward the right next step with their legal and tax professionals.
Ready to Learn More?
This session builds directly on the recorded September Gateway session: Estate Planning Basics, so agents newer to this topic may want to watch that first. Both sessions are available on the Mutual Of Omaha website.
Agents with questions about trust and life insurance planning strategies, or who want help applying this to a specific client case, are encouraged to reach out to the Life Team at The Brokerage Inc.
