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Blog

Webinar | Estate Planning & Life Insurance: The Hourglass Theory

November 6, 2025

Watch the Mutual of Omaha webinar dated November 5, 2025 at 2:00 pm Central.

We’ve all seen the classic estate funnel, where taxes and expenses drain hard-earned assets, often leaving beneficiaries unprepared for the mounting costs and complexity. However, what if we reshaped that funnel into an hourglass? Mutual of Omaha’s Life Insurance is the strategic component to this approach, ensuring a smoother and more efficient transfer to beneficiaries.

Join us for a dynamic and insightful webinar, “Estate Planning & Life Insurance: The Hourglass Theory” to learn how to shift your perspective and discover how life insurance is the crucial transition point within the hourglass. We will provide actionable steps to help you understand how final expenses impact an estate plan and how life insurance can protect the plan.

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https://3mark.com/wp-content/uploads/Hourglass.png 541 655 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2025-11-06 08:51:202025-11-06 08:51:20Webinar | Estate Planning & Life Insurance: The Hourglass Theory
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