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Advanced strategies for life insurance policies
Personal Financial Planning
Webcast

Advanced strategies for life insurance policies

This webcast, designed for personal financial planning professionals, explores advanced strategies in buy/sell agreements, life insurance trusts, and hybrid life/long-term care insurance policies.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

1

Instructor

Lee J. Slavutin

Availability

3 months

Product Number

WC4842979

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 Business & partner 
Product Details

Financial planning strategies

Designed for personal financial planning professionals, this webcast will cover:

  • Advanced strategies in buy-sell agreements
  • Life insurance trusts
  • Hybrid life/long-term care insurance policies

In this session, you'll learn:

  • How to buy/sell agreements after Connelly
  • The impact of Connelly on redemption agreements
  • Switching to cross-purchase agreements
  • Avoiding transfer for value
  • Funding life insurance trusts with large gifts
  • Using the large current lifetime gift tax exemption
  • Avoiding modified endowment contracts
  • Review the 3 major types of long-term care insurance products

Key Topics

  • Buy/sell agreement after Connelly
  • Funding life insurance trusts with large gifts
  • Advantages of hybrid life/long-term care products

Learning Outcomes

  • Analyze the impact of Connelly on redemption agreements, switching to cross-purchase agreements, and avoiding transfer for value.
  • Identify how to utilize the large current lifetime gift tax exemption and avoid modified endowment contracts.
  • Identify the three major types of long-term care insurance products and discover the advantages of hybrid life/long-term care insurance products.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning service

This event is CFP-eligible

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership! "

More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Lee J. Slavutin
Lee J. Slavutin, MD, CLU, AEP (Distinguished) is a principal in Stern Slavutin 2, Inc., an insurance and estate planning firm in New York. He graduated from Monash University Medical School in Melbourne, Australia in 1974 and became a Fellow of the Royal College of Pathologists of Australia and a Diplomat of the American Board of Pathology in 1981. Dr. Slavutin left the practice of medicine in 1982 and entered the life insurance business in 1983. He is a member of FINSECA (formerly the Association of Advanced Life Underwriting) and the Million Dollar Round Table and is a Chartered Life Underwriter with the American College. Dr. Slavutin has published over 180 articles on insurance and estate planning topics for CCH/Wolters Kluwer, Warren Gorham and Lamont, Practitioners Publishing Company (PPC), New York Law Journal and others. He was a member of the CCH Estate and Financial Planning Advisory Board and the PPC Tax Action Panel. He was inducted into the NAEPC Estate Planning Hall of Fame in 2014. He is the Author of “PPC’s Guide to Life Insurance Strategies”, 22nd edition (2020), published by Thomson Reuters. Dr. Slavutin has spoken before the American Law Institute/American Bar Association, the New York County Lawyers’ Association, the American Institute of Certified Public Accountants (CPAs), the New Jersey State Society of CPAs, FINSECA, the Million Dollar Round Table, and the UJA-Federation Annual Tax and Estate Planning Conference, as well as many New York accounting and law firms. He was invited to testify before the New York State Senate on the effectiveness of the insurance rating firms and worked with the U.S. General Accounting Office on a similar project. He is married to Dee and they have two children, Aaron and Lydia.
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