Perfect Sense: Understanding the Tax Opportunity in Life Insurance
January 26
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- 9:45 am
- - 10:30 am
- Albertine Ballroom AB
- Main Stage Event
Life insurance is far too often portrayed as having an “advantaged” status for tax purposes, a term that raises eyebrows for tax practitioners.
The reality is much more mundane. Life insurance is taxed appropriately and logically – but because of the unique characteristics of the product, it offers a degree of tax control that is arguably unmatched by any other insurance or financial instrument. This session builds the life insurance tax story from the ground up so that you can confidently and accurately portray the product and its taxation to even the most skeptical client.
