Courses
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$49.00Transferring Wealth with Life Insurance – from a CPA
Jos will explore the use of life insurance from the point of view of a CPA who does tax & estate planning.
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$44.00Peeling Back the Onion: Advanced Insurance Use in the Context of Post Mortem Planning
The presentation will discuss the tax policy environment together with how life insurance can be used to prudently reduce taxation in the context of Post Mortem planning.
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$44.00Life Insurance: The Wealth Tax Shelter and Estate Enhancement Solution
This presentation will show how to implement life insurance concepts for clients based on their various needs.
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$39.00Tax Solutions Using Insurance
Explore the ability to complement insurance strategies to solve tax problems.
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$39.00Post-Mortem Planning & Life Insurance
The presentation will focus on using permanent life insurance for post-mortem planning purposes in the context of a deceased private company shareholder. Use of insurance for loss carryback & pipeline planning will be demonstrated.
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$59.00Death, Taxes, and Insurance
This course will cover the basics of how life insurance works and more importantly why it is one part of a comprehensive estate plan.