Transfer for Value – The Thorn on the Rose
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
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to firstname.lastname@example.org
If you have any questions, please contact email@example.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129 for this webinar.