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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!

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