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AICPA ENGAGE 2018

EST18ER03 - Private Placement Life Insurance as a Tax Strategy


Jun 11, 2018 7:00am ‐ Jun 11, 2018 7:50am


Standard: $49.00

Description

This session will: -Provide education on the attributes and tax characteristics of Private Placement Variable Annuities. - Provide education on the attributes and tax characteristics of Private Placement Life Insurance. - Provide Case Studies on specific planning applications for both products. - Provide color on the effect of new tax legislation on the products. - Provide an update the ever expanding landscape of the available investment options within these products and the rules governing them.

Speaker(s):

Tags: EST

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