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Mutual of Omaha

AIN Events: The Post-Election Planning Landscape

THURSDAY, NOVEMBER 12TH | 11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

As the post-election dust settles, it is time to translate the results and likely tax, legislative and regulatory agendas into planning recommendations our advisors can take to their clients. This is particularly timely as we approach year-end and clients are making final planning decisions as they seek to maximize what has been a very challenging year. AIN and our colleagues at Mutual of Omaha have a series of recommendations that get at all of these topics and more to carry us through December and well into the new year.

Topics Include:
  • Gain harvesting in 2020
  • COVID-19 and withdrawals/RMD’s from qualified accounts
  • IRA strategies for contributions and Roth conversions
  • Potential 2021 estate tax and capital gain tax changes
  • Long-Term Care planning
  • Charitable Giving Strategies
  • Planning ideas for the continued low interest rate environment

AIN Virtual Idea Lab: Mutual of Omaha

VIRTUAL IDEA LAB
CORE CARRIER EDITION

Our colleagues at Mutual of Omaha are joining us for the second session of the Virtual Idea Lab Series: Carrier Edition to talk about a a two-pronged approach to finding sales in this environment: The first focuses on the ability to actually underwrite and process cases despite the restrictions on face to face meetings and limited availability of products at older ages. The second leverages Mutual of Omaha’s approach to the IUL market and the applicability of not only their low charges story, but the entirety of their consumer value-packed feature set. Top that off with a “no apologies” strategy for navigating underwriting and this is a session that will help you open new cases.

THURSDAY, JUNE 18TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Events: Creating Clarity Despite Income Tax Chaos

The impact of the 2017 Tax Reform Act is about to become reality as 2018 tax preparation begins in earnest. Join AIN and Mutual of Omaha for a discussion of tax and income planning strategies and resources available to the AIN Membership and their advisors.

One Session

Wednesday, January 23rd

11:00 Pacific

2019 Idea Lab: Mutual of Omaha

The AIN Idea Lab series rolls on in 2019 with a robust slate of meetings with the AIN Core Carriers. These sessions combine the unique expertise of the sponsoring Core Carrier, attendees from the AIN Member Services Team and, most importantly, attendance and contributions from the AIN Member Firms. These fill up fast, so complete the form below to place your name on the “pre-registration” list today!

Idea Lab Pre-Registration: Mutual of Omaha

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2018 Mutual of Omaha Idea Lab

The AIN Idea Lab series rolls on in 2018 with a robust slate of meetings with the AIN Core Carriers. These sessions combine the unique expertise of the sponsoring Core Carrier, attendees from the AIN Member Services Team and, most importantly, attendance and contributions from the AIN Member Firms. These fill up fast, so complete the form below to place your name on the “pre-registration” list today!

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