- This event has passed.
2/19: The tax advantages of LTC insurance with Mutual of Omaha
February 19, 2021 @ 1:00 pm – 2:00 pm CST
Join us to learn about the unique tax advantaged opportunities related to Long Term Care Planning.
Thomas Fridrich, JD, CLU, ChFC, Advanced Markets Specialist with Mutual of Omaha will share the following:
– General IRC Codes related to tax deductibility
– Discussion of entities who are eligible – How do I profile & segment?
– Tactical talking points about how to position the concept
– Other tax strategies to leverage premium dollar
– High-level outline of other unique benefits
You will leave this session with a better comfort level about discussing LTCI’s unique tax advantages.
