Special Bundle of 2 Webinars:

Planning with Life Insurance After Tax Reform, Parts 1 & 2
What the Sophisticated Advisor Needs to Know
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Part 1:Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client’s Existing Policies




Recording and Slides are Available Here.

Life Insurance Planning After Tax Reform: Planning When the Only Certainty Is Ambiguity, Part 1 April 11th @ 3pm-4pm ET

Once again, significant tax reform, whether enacted or anticipated, has created great uncertainty with regard to where, when and how life insurance should be used in financial and estate planning. This two-part webinar series will cover the implications of wealth transfer tax reform or repeal on the use of life insurance in estate planning, the structure of new purchases, and the options for dealing with policies that clients believe are no longer needed or wanted for their original purpose.

Topics to be covered include the following:

·      Exchange the policy

·      Surrender the policy

·      Manage it to reduce the outlay, stabilize performance, etc.

·      Redeploy it for investment purposes

·      Replace it with another policy or an annuity

·      Sell it in a life settlement

·      Donate it to charity

·      Leave the policy alone, but fix the ILIT by modification or decanting

·      Leave the ILIT alone, but fix the split-dollar arrangement


There will be no CE for this webinar

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Part 2: Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client’s Existing ILITs and Existing as well as New Split-Dollar Arrangements




Recording and Slides are Available Here.

Once again, significant tax reform, whether enacted or anticipated, has created great uncertainty with regard to where, when and how life insurance should be used in financial and estate planning. This two-part webinar series will cover the implications of wealth transfer tax reform or repeal on the use of life insurance in estate planning, the structure of new purchases, and the options for dealing with policies that clients believe are no longer needed or wanted for their original purpose.

Topics to be covered include the following:

·      Exchange the policy

·      Surrender the policy

·      Manage it to reduce the outlay, stabilize performance, etc.

·      Redeploy it for investment purposes

·      Replace it with another policy or an annuity

·      Sell it in a life settlement

·      Donate it to charity

·      Leave the policy alone, but fix the ILIT by modification or decanting

·      Leave the ILIT alone, but fix the split-dollar arrangement

 



There will be no CE for this webinar