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This comprehensive course makes it easier than ever to convince your clients of the benefits of life insurance and keep them coming back. Life Insurance Planning helps planners match clients with the life insurance products that meet their financial objectives, create wealth, and provide tax advantages. You'll also learn:
- The importance of the type of business entity for planning purposes
- The tax characteristics of corporations, partnerships and sole proprietorships
- The tax consequences of buy-sell agreements and how life insurance is used to fund buy-sell agreements
- The need for key employee life insurance and its tax consequences
- The various types of split dollar arrangements and how they are taxed
- When and how nonqualified deferred compensation can be used and possible funding methods
- The uses of irrevocable life insurance trusts and their tax advantages
This is an intermediate course.
Click here to order online exams, or call 1-800-543-0874 to order a print exam.
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