Special Bundle of 2 Webinars:

Larry Brody & Steve Leimberg: Transfer for Value Parts 1 and 2


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Transfer for Value – The Thorn on the Rose




Recording and Slides are Available Here.



Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing!  Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly innocuous) life insurance transactions can easily result in turning millions of dollars of income tax free life insurance into a taxable event – and perhaps an unwinnable and highly expensive and embarrassing lawsuit! 
In their exclusive, 2-part LISI webinar, Larry Brody and Steve Leimberg will cover the following topics: 


PART 1: Thursday September 13th @ 3pm EDT: The Transfer for Value Rule, Its Exceptions, and Potential Costs

    • Basics of the Rule
    • Exceptions to the Rule
    • “Transfers” Defined
    • “Consideration” Defined
    •  Life insurance transactions involving transfers of policies or interests in policies
    • Cost of Violating the Rule with No Safe Harbors


    Link for Bundle of Parts 1 and 2

    There will be no CE for this webinar

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $249 for this bundle of 2 webinars.

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Transfer for Value – Transactional Analysis




Recording and Slides are Available Here.



Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing!  Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly innocuous) life insurance transactions can easily result in turning millions of dollars of income tax free life insurance into a taxable event – and perhaps an unwinnable and highly expensive and embarrassing lawsuit! 
In their exclusive, 2-part LISI webinar, Larry Brody and Steve Leimberg will cover the following topics: 

PART 2: Friday September 14th @ 3pm EDT Transfer for Value – Transactional Analysis

  • Monroe v. Patterson
  • Termination of Buy-Sell
  • Switching from Stock Redemption to Cross Purchase
  • Trusteed Buy-Sell
  • Use of Group Term to Fund Buy-Sell
  • Purchase of Policy by Retirement Plan
  • Contribution of Policy to Retirement Plan
  • Transfer of Policy as Collateral
  • Transfer Incident to Business Sale
  • Transfer Incident to Liquidation
  • New Partner Transfer
  • Divorce Situations
  • Trust to Trust Transfers


Link for Bundle of Parts 1 and 2

There will be no CE for this webinar