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  • 3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants

    November 14, 2022

    This presentation will discuss three possible approaches that estate planning professional.... View Webinar »
  • Split-Dollar Life Insurance Planning After the Levine Case

    April 5, 2022

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what som.... View Webinar »
  • Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning

    February 24, 2022

    Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorab.... View Webinar »
  • Life Insurance Planning Opportunities in Early 2020

    January 23, 2020

    How do the new fiduciary rules impact your life insurance recommendations (and discussions.... View Webinar »
  • Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More

    August 10, 2018

    Speakers: Lee Slavutin, Richard Harris and Martin Shenkman Course Description: Life ins.... View Webinar »
  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

    December 28, 2017

    Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and .... View Webinar »
  • Trust Owned Life Insurance (TOLI)

    November 17, 2017

    Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f.... View Webinar »
  • Planning Using The Multi-Purpose Irrevocable Life Insurance Trust

    Life insurance is a flexible and powerful financial and estate planning tool. When life in.... View Webinar »
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