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Who should attend The Use Of Life Insurance In Estate And Financial Planning
This seminar is designed for accountants, attorneys, money managers, investment advisors, brokers, financial principals, financial operating officers, estate and financial planners, enrolled agents and insurance professionals.
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The Use Of Life Insurance In Estate And Financial Planning  

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This seminar is designed for accountants, attorneys, money managers, investment advisors, brokers, financial principals, financial operating officers, estate and financial planners, enrolled agents and insurance professionals.

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Seminar Summary:

This seminar is designed to enhance your working knowledge of crucial issues in financial business planning including life insurance alternatives and solutions for protecting and enhancing business value and owners' family wealth. (see full course description)

 
 

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Training Course Syllabus:


Life insurance planning is an integral factor in making financial and business decisions such as funding alternatives for estate and income taxation considerations, business ownership succession considerations and executive compensation plans for closely-held companies and their key management.

Estate and financial planning for business owners and their key executives is ever-changing with competitive, regulatory and economic forces coupled with business growth cycles, wealth creation, wealth preservation and ultimately wealth transfer goals and targets. 'The Use Of Life Insurance In Estate And Financial Planning' is a one-day seminar designed to enhance your working knowledge of crucial issues in financial business planning including life insurance alternatives and solutions for protecting and enhancing business value and owners' family wealth.

Topics to be discussed include:

  • Business Risks - Nuts And Bolts Of Life Insurance Solutions
  • Taxation Matters - Estate, Income And Other Transfers
  • Executive Compensation - Non-Qualified Planning Techniques
  • Tax-Advantaged Wealth Accumulation, Preservation And Succession Strategies

8:30 a.m. - 9:00 a.m.

I. Introduction And Overview – What We Do And What Do You Hope To Accomplish Today?

9:00 a.m. - 10:00 a.m.

II. Insurance Matrix, Policy Basics And Financial Planning Matters

A. Life Insurance Matrix

B. Disability Insurance And Long-Term Care Insurance

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 11:00 a.m.

II. Insurance Matrix, Policy Basics And Financial Planning Matters (Continued)

C. Financial Planning Pyramid

D. Seven-Step Process

11:00 a.m. - 12:00 p.m.

III. Business Risks – Life Insurance Alternatives And Solutions

A. Key-Person, Business Continuation Considerations

B. Buy-Sell Considerations

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 1:30 p.m.

III. Business Risks – Life Insurance Alternatives And Solutions (Continued)

C. Executive Compensation (Owners And Non-Owner Managers)

1:30 p.m. - 2:30 p.m.

IV. Tax-Advantaged Wealth Accumulation, Preservation And Succession Strategies

A. Estate And Gift Tax Matters

B. Corporate Income Tax Matters

2:30 p.m. - 2:40 p.m.

Break

2:40 p.m. - 3:30 p.m.

IV. Tax-Advantaged Wealth Accumulation, Preservation And Succession Strategies (Continued)

C. Personal Income Tax Matters

3:30 p.m. - 4:20 p.m.

V. Latest Developments – Financial Planning Alternatives And Solutions

A. Split-Dollar Policy Issues

B. Universal-Life Policy Issues (Early Policies, Transitions, etc.)

4:20 p.m. - 4:30 p.m.

VI. The Use Of Life Insurance In Estate And Financial Planning In Georgia – Did We Accomplish Our Goals And Did We Accomplish Your Goals Today?

Seminar Summary:

This seminar is designed to enhance your working knowledge of crucial issues in financial business planning including life insurance alternatives and solutions for protecting and enhancing business value and owners' family wealth. (see full course description)

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