What flexibility can a premium financed life insurance inside a SLAT create?

We will discuss the potential role of Premium Financed Life Insurance in a Use it or Lose it SLAT. Purchasing an accumulation-oriented life insurance policy (maximum premium/minimum death benefit) to create a tax-deferred asset that could potentially be accessed income tax-free for the benefit of spousal beneficiary, children and potentially grandchildren. It may make sense to insure one or both spouses, or alternatively, one or more of their children.

Join Insurance Planning and Design as we once again host Michael Rothman of Succession Capital Alliance for a lunch time webinar; sorry, no bourbon this time around. If you missed our last event and want to know more about the bourbon, give us a call.

As our country faces a likely estate tax change, high net worth individuals have started exploring ways in which to reduce income and estate taxes, preserve flexibility and access to capital so they can respond to tomorrow’s challenges. These individuals are looking for help.

Sometimes the best way we can help is to combine two concepts in a way to create something entirely new. Join us for this discussion as we hear from Michael Rothman, Executive Vice President of Succession Capital Alliance. Michael and Julian Movsesian, President and CEO, are industry leaders and innovators in the high net worth and leverage premium space. Michael will discuss ways in which we combine premium financing with the use of SLATs to create more flexibility and capital for our clients. We will present a recently implemented case using Premium Financing in a SLAT. You will have a chance to explore these ideas and discuss how they can be leveraged to bring more value to your clients.

We look forward to having you join us for this special webinar. Click on the link below to register.