Special Bundle of 2 Webinars:

Planning with Life Insurance After Tax Reform, Parts 1 & 2
What the Sophisticated Advisor Needs to Know



Avatar

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

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $199 for this bundle of 2 webinars.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.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 $199 $179 for this bundle of 2 webinars.

Forgot Password?

To become a LISI member Click Here



Avatar

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



Leimberg Webinar Services





Avatar

Bob Keebler

March 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

More Info
Avatar Avatar Avatar

Alan Gassman, Christopher Denicolo and John Beck.

March 29, 2019 3:00 PM EDT - 4:00 PM EDT ET

Creative Planning Strategies under the New Final Regulations under Section 199A with an Emphasis on Real Estate, Small Businesses and Professional Practices.

More Info
Avatar

Bob Keebler

March 29, 2019 1:00 PM EDT - 2:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Peter Melcher

March 30, 2019 3:00 PM EDT - 4:30 PM EDT ET

199A - CRITICAL TAX SEASON ISSUES AND PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

More Info
Avatar Avatar

Bob Keebler & Peter Melcher

April 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

199A - CRITICAL TAX SEASON ISSUES AND PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

More Info
Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

April 4, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients

More Info
Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

April 5, 2019 3:00 PM EDT - 4:00 PM EDT ET

Creative Planning Under Section 199A- Important Techniques to Help Maximize the Deduction

More Info
Avatar Avatar

Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

April 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot - Revisited for Final Regulations

More Info
Avatar

Bob Keebler

May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Advisors Need to Know about Cost Segregation

More Info
Avatar

Steve Oshins

May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

More Info