Thursday, March 18, 2021

Biden’s Proposed Tax Changes

8:30 am
Login + Networking

8:45 am
Short Business Presentation

9:00 am – 10:00 am
Michelle L. Owens,
JD, CLU, CEBS, CAMS
Advances Market Specialist at Mutual of Omaha Insurance Company

Michelle Owens is an Advances Markets Specialist at Mutual of Omaha Insurance Company focusing on life insurance sales concepts for business owners, as well as individual planning. Michelle received her law degree from the University of Nebraska Lincoln in 1994. Her activities at Mural include training and case consultation with insurance producers involving diverse topics including social security, retirement income, estate and business planning. She has been employed with Mutual of Omaha for 27 years, working in various areas of the company, supporting  Law Division, Retirement Plans Division, Government Affairs, and Mutual of Ohama Bank prior to joining the Advanced Markets team.

Review of new Administration and ability to make tax law changes
Review of current and proposed tax law for Estate Planning/Gifting
Review of current and proposed tax law for Capital Gains
Review of current and proposed tax law for Business Owners
Case study discussion for High Net Worth Clients
Introduction of life insurance to help reduce potential tax liability risk

Click here to Register

(new type of registration form which is still under construction)
Zoom Login will be emailed to you on Monday, March 15, 2021

Donations appreciated to help defer cost of event. Click on donation link when registering.

Donation Voluntary for Members
$10.00 for Non-NAIFA Members

OR

Check payable
NAIFA-Palm Beaches
1217 Lake Geneva Dr
Lake Worth, FL 33464
(561) 588-5444
naifa-palmbeaches@att.net

Thank you Mutual of Omaha Insurance Company / Southern Florida – Caribbean

Sam E. Abdullah
Sales Director/Financial Advisor
Mutual of Omaha Advisors
P: 561-752-3004 Ext 311
C: 561-670-6395
sam.abdullah@mutualofomaha.com
www.mutualofomaha.com