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Advanced strategies for life insurance policies | webcast

Mar 06, 2025 · 57 min watch

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EXCLUSIVE

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Designed for personal financial planning professionals, this webcast covers:

  • 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

Download the Advanced strategies for life insurance policies

File name: advanced-strategies-for-life-insurance-policies.pdf

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