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Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment



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Despite the current continuing economic expansion, interest rates have fallen considerably in recent months. This development is important because just as many wealth transfer techniques are interest rate dependent, many life insurance planning techniques can be very advantageous in a low interest rate environment. 

In their exclusive LISI Webinar, Bob and Michael will cover the following topics and more: 

·       Why is split-dollar life insurance so attractive with low interest rates?

·       How can high net worth clients “be the bank” and benefit from private split-dollar life insurance arrangements?

·       What are the different ways in which corporate split-dollar arrangements can be used to fund permanent life insurance?

·       How can a note sale of an income producing asset to an ILIT be used to pay life insurance premiums?

·       Why does borrowing from a bank to pay life insurance premiums (ie, commercial premium financing) make sense in a low interest rate environment?

·       How can cash value life insurance be used as a bond-like investment in a volatile market?

·       What is the impact of low interest rates on cash value life insurance products?



There will be no CE for this webinar


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