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
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