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When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”


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What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

(Purchase of this product will include an Audio recording and Video copy of the presentation as well as a PDF of the slides.)

Presented by R.J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS and Addie Murdock, Senior Director of Global Accounts

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Description

What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

(Purchase of this product will include an Audio recording and Video copy of the presentation as well as a PDF of the slides.)

Presented by R.J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS and Addie Murdock, Senior Director of Global Accounts

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