We've got four hours of quality and timely continuing education programs teed up for you on Thursday, Oct. 19 - with a Zoom option available for those of you unable to attend in-person at Mahoney State Park in Ashland.  

Agenda (All times Listed are Central TIME)

9:30 AM – Check-in  
10 AM to 12 Noon – Annuities 101 and 102, sponsored by OCI Insurance & Financial Services
12 to 1 PM – Lunch (buffet available for in-person attendees)
1 to 2 PM – Taxes in Retirement
2 to 3 PM - Nebraska Tax Topics that Your Clients will be Talking About

Program Overview

Annuities 101 and 102 - This two-part session is designed to educate insurance agents about annuities, starting with the basics to diving deep into annuity features and will cover the following:

• Retirement concerns
• Benefits of annuities
• Types of annuities
• Features of annuities
• Where do annuities fit?

Taxes in Retirement - As your clients transition from employment to retirement, the nature of their income – and their taxes – changes.  In this training workshop, we will cover some key tax concepts facing those at or near retirement. 

Recent Tax Law Changes -- This program will cover recent tax changes that have passed  in the Nebraska Legislature.  Matt will detail key items where the Department of Revenue is issuing assessments to individuals.  He will also cover the rules on the taxation of Nebraska trusts that your clients may not know and the current status of Nebraska’s inheritance taxes. 

Featured Speakers

Annuities 101 and 102 -- Darwin “DC” Couch began as a career agent with Farm Bureau Insurance of Kansas. After a couple of years of personal production, he was named Agency Manager in western Kansas in charge of production, recruiting, and management of the agency. He ran multiple agencies for the company before taking on the role of Regional Sales Manager. During that time, his region went from last place in life/annuity production to the number one position. He was then asked to take over an agency, in Johnson County Kansas, to develop and grow production for the company. Building it from scratch, he took the agency to multiple awards in a 15-state area, including Agency of the year. He then left to start his own practice, which included a group benefits division. DC was recruited by an Independent Marketing Organization (IMO) to develop a new life insurance division. DC is well respected in the industry and has been for over 25 years.

Taxes in Retirement -- Steve Rohrig, , Associate Director of Training, Senior Market Sales -- Steve has been involved in the insurance industry for 25 years, getting his insurance license in the early 1990s while he worked for a local Omaha bank. Now, Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales^® (SMS). He holds a very high passion for the insurance business, which makes him a valuable member of the SMS family. Steve’s job is to help agents increase their knowledge and develop their skills, primarily in life insurance, annuities and long-term care. One of Steve’s favorite parts is that he gets to help agents in growing their practices. He holds four designations from the American College (CLU^®, ChFC^®, RICP^®, and CASL^®), and four FINRA Series 65 license. 

Recent Nebraska Tax Law Changes -- Matt Ottemann, JD, Attorney with McGrath North Law Firm -- Matt has successfully represented a wide variety of companies in many business sectors in the defense and resolution of tax audits and appeals.  Matt’s work has helped businesses save tens of millions of dollars in tax costs – both in taxes saved and tax incentives received.  Matt is also an experienced Estate Planner.  He has been selected to teach Estate Planning to business students at Creighton University for several years, as well as Estate and Gift Taxation at the Creighton University School of Law.

CE Credits

The morning session will provide two hours of Insurance credits for both NE & IA, along with 2 CFP® credits, 2 CLE Legal credits (NE), 2 CPE Accounting credits, and 2 Professional Recertification (formerly PACE) credits.

Each of the two programs in the afternoon will provide one hour of Insurance credit for both NE & IA, along with 1 CFP® credit, 1 CLE Legal credit (NE), 1 CPE Accounting credit, and 1 Professional Recertification (formerly PACE) credit.

REGISTRATION FEE

• Complimentary for NAIFA and FSP members,
• $25 per session ($50 for full-day) for non-members and guests

Registration Options

• Register online by selecting the "Register" button above.
• Call NAIFA-Nebraska Exec VP Joe Pittman at 402-397-0280 or e-mail him at [email protected] (be sure to indicate which session(s) you plan to attend, and if you will be there in-person or via Zoom
• Zoom registrants will receive an e-mail with the login information a couple of days prior to the program date

QUESTIONS

Contact NAIFA-Nebraska Exec VP Joe Pittman at 402-397-0280 or e-mail him at [email protected].