<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=116373610604240&amp;ev=PageView&amp;noscript=1">
Split-Dollar

Watch the Recording Now.

During this webinar we covered an advanced planning/financial strategy for business owners. Join us to review a high-level strategy, utilizing life insurance, designed specifically for business owners. This strategy can help your business owner clients save taxes now while accumulating tax-deferred money they can access in the future.

Topics of discussion include:

  1. Who is a Fit?
  2. C-Corp Tax under the Tax Cuts & Jobs Act
  3. Split Dollar Structure
  4. Tax Implications
  5. Business Owner Case Study
  6. "What if my client does not have a C-Corp?"

Want more information on what we provide?