Category: Webinars and Events

Annuities Are More Powerful Than You Think

Webinar: Annuities Are More Powerful Than You Think PRESENTED BY David Smith, Vice President of Annuities for The ASA Group DATE: Thursday, September 20, 2018 TIME:  10:00 AM – 10:30 AM CST In this quick, 30-minute presentation we will cover the following topics: The Evolution of Annuity Products. Tax Friendly or Tax Free Distributions from Non-Qualified Annuities? Annuity Solutions for Clients Over the Age of 90. Unique, Very Large Annuity Case Capabilities Investment Bank Designed and Branded Crediting Strategies. REGISTRATION Order Number Name Company Email Address Best Contact Number Questions or Comments?   ADD TO YOUR CALENDAR After registering, you will receive a confirmation email containing information about joining the...

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Life Settlements After the Tax Cut and Jobs Act

Life Settlements After the Tax Cut and Jobs Act PRESENTED BY The ASA Group DATE: Wednesday, August 15, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: What are Life Settlements? How are Life Settlements different today? When Life Settlements make the most sense Compliance and due diligence Taxation of a Life Settlement REGISTER Order Number Name Company Email Address Best Contact Number Questions or...

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Is Split Dollar Dead?

Is Split Dollar Dead? PRESENTED BY John Hancock Caroline McKay, JD, AVP, Advanced Markets Counsel DATE: Monday, July 23, 2018 TIME: 2:00 – 2:20 p.m. (EST) INSIGHTFUL INFORMATION ON: • The valuation issues identified by the Tax Court in denying summary judgment to the Cahill and Morrissette estates • How these  rulings impact split dollar opportunities moving forward To view the replay CLICK...

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Costly Mistakes in Life Insurance Planning

Webinar Starts In Day(s) : Hour(s) : Minute(s) : Second(s) Costly Mistakes in Life Insurance Planning Protecting the benefits of §101 and §72 PRESENTED BY The ASA Group DATE: Thursday, July 19, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: • The three thin threads of life insurance • Goodman 156 F.2d 218 2d Cir. 1946 • Cross purchase buy sell • Entity purchase buy sell • Estate equalization • Key person insurance • Loss of step up in cost basis and more! >>WATCH THE...

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Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance

Webinar Starts In Day(s) : Hour(s) : Minute(s) : Second(s) Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance Please join us for a fast paced 30 minute session on 101(j) PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC DATE: Wednesday, June 6, 2018 TIME: 10:00 AM – 10:30 AM CST Overview 101(j) Compliance is a great way to prospect business owners for policy reviews on their existing life insurance but many business owners are unaware of the new rules for employer owned purchases after August 17, 2006. IRC Sec. 101(j) applies to ALL business owned life insurance, EVEN TERM! The cure to a 101(j) issue is normally rewriting the policy or increasing the face of the existing policy. Join our webinar to learn how you can provide valuable tax saving information and generate new sales.   >>CLICK HERE TO VIEW THE WEBINAR...

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