Creative Uses of Life Insurance: Split Beneficiary Planning
This course is included as part of your ILS LIFE/A&S Course Subscription
Description: In this course, learn how in certain cases Split Beneficiary Planning allows for cash extractions (free of dividend tax) from the corporation in excess of actual policy premiums; how a separate and well drafted Split Beneficiary Agreement is required, including a defendable pricing model likely using NCPI as the source cost; and that specialized legal and tax advice may be needed before implementing such planning.
This course breaks down as follows:
- Part 1: Corporations & Insurance
- Part 2: Disruptions to Corporate Owned Insurance
- Part 3: Agreements on the Use of Insurance with Corporations
- Part 4: The Pricing Models
Included as part of the ILScorp Life/A&S CE Subscription.
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Included as part of the ILScorp CSF CE Subscription.
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![A man working on a graph on a laptop with financial paperwork next to it](https://www.ilscorp.com/ils/wp-content/uploads/2018/02/Creative-Uses-of-Life-Insurance-Split-Beneficiary-Planning-Title-Page-e1519846763569.jpg)