2,265 Results for ‘understanding-the-secondary-market-for-life-insurance-an-estate-planning-tool

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Live Webinar: Estate Planning Insurance Strategy for Life Insurance Settlements

Estate Planning Insurance Strategy for Life Insurance Settlements

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy. Many wealth advisors, though they have heard of life settlements, have no...

Live Webinar July 29, 2020 1:00pm EST

CLE, CPE credit available

OnDemand Webinar: Using Irrevocable Life Insurance Trusts in Estate Planning

Using Irrevocable Life Insurance Trusts in Estate Planning

This on-demand webinar will benefit intermediate to advanced lawyers and insurance professionals who want to obtain a deeper understanding of why ILITs remain viable in the current tax environment.

OnDemand Webinar: Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Understand modern life insurance policies to better assist and advise your clients.Professional advisors and business owners and officers often find themselves in the position of commenting or deciding upon, or even...

Available as OnDemand Webinar, MP3 Download

OnDemand Webinar: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Available as OnDemand Webinar, MP3 Download

CLE, Enrolled Agents credit available

OnDemand Webinar: What To Do With That

What To Do With That "Unwanted" Life Insurance Policy

Learn the process needed to determine the best use of an existing 'unwanted' life insurance policy.With the changes in the estate tax law it has been estimated that only 1 in 1,000 estates will need life insurance to...

OnDemand Webinar: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

Live Webinar: Estate Planning Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.

Live Webinar August 19, 2020 1:00pm EST

CLE, CPE, Enrolled Agents credit available

OnDemand Webinar: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

Live Webinar: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future. With the ever-changing economy and the aging population, more individuals and couples are seeking...

Live Webinar July 16, 2020 1:00pm EST

CFP (pending), CLE, CPE credit available

Live Webinar: Understanding Current Limitations on the Generation, Deductibility and Use of Real Estate Losses

Understanding Current Limitations on the Generation, Deductibility and Use of Real Estate Losses

Understand the major tax areas of operating and capital losses affecting real estate trade. The recent enactment of the CARES Act on the heels of the implementation of TCJA in 2018 has caused a great deal of chaos and...

Live Webinar July 14, 2020 1:00pm EST

CLE, CPE credit available

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