In 2021, Mutual of Omaha Advisors teamed up with ABCA as a corporate sponsor. Did you know you have access to Mutual of Omaha’s products – often at lower premiums or with no-cost benefit enhancements?
Founded in 1909, Mutual of Omaha is a Fortune 300 company offering insurance and financial products and services in all 50 states.
Whether your retirement is decades away or you’re already living the dream, there are a few simple things you can do now to help lower your taxes. Join us to learn about the ways you may be able to reduce or eliminate your taxes in retirement. We’ll talk some tax basics to make sure we all have the lay of the land, then we’ll get into some of the specifics that can help you enjoy more of your money in retirement. You’ll leave having learned about some of the misconceptions about taxes and retirement, and you’ll understand some of the tools and strategies you can use to reduce your tax obligation.
Presenter: Jim Armstrong, Regional Health Sales Manager at Mutual of Omaha Advisors.
Jim is originally from Philadelphia, PA where his Little League days were played on the fields of Huntington Junior and Abington High schools. The last Major League Baseball game he attended was in 2008 in Philly, when his favorite team, the Phillies, beat the Tampa Bay Rays in game three with the first ever walk off single in World Series history.
Jim has been at Mutual of Omaha for 23 years and enjoys working in the life insurance business because life insurance serves many needs. The primary purpose of life insurance is to leave surviving loved ones financially secure and to maintain the lifestyle they have become accustomed to. As Jim likes to say, “The best love letter a spouse or parent can ever sign is an application for a life insurance policy.”
Life insurance is underwritten by United of Omaha Life Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175. This is used for the solicitation of insurance. An insurance agent/producer may contact you. Consult with a professional tax and/or legal advisor before taking any action that may have tax or legal consequences.
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC. Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.