Expand Your Value Proposition to Business Owners

Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.

Knowledge Bureau’s Insurance Strategies for the Small Business Owner course, part of MFA- Business Services Specialist™ program, can help.

Based on a comprehensive textbook, Estate Planning with Life Insurance, by Glenn R. Stephens, LL.B., this course also features Reading Guide questions to bring home the benefits of new wealth-planning discussions with your clients and the multi-advisory team that may be working with you in succession and estate planning. This is an excellent course for any tax or financial advisors who plan for family succession or prepare terminal tax returns.

There are a number of new issues to consider, from changes to dealing with “10/8” strategies, to leveraged insurance annuities, retirement compensation arrangements and proposed new exempt test rules for insurance policies. EverGreen Explanatory Notes, included with the course, embellish on the materials by providing the most recent changes from the Department of Finance.

Because succession planning is currently such a big issue with boomers, corporate-owned life insurance and family shareholder agreements should also be reviewed in conjunction with succession and business exit planning. Brushing up on the enhanced new capital gains exemption planning opportunities and testamentary trust rule changes round out the many reasons why this course is a must for tax and wealth advisors this year.

This program will consider from two perspectives the vital role that life insurance can play in the successful transition of a business on the owner’s death: the individual who intends to pass his or her interest in a business to other family members (such as children), and the business owner whose interest in a business will pass to someone outside the family. Learn unique insurance solutions applicable to each type of business.

This course will teach you how to apply income tax information to the matching of insurance products in a variety of client situations, and in particular how fact-finding and the proper determination of client objectives can be helpful in analysis, recommendations, implementation and follow-up activities with clients.

Insurance Strategies for the Small Business Owner course is part of the MFA- Business Services Specialist™ program. For more information about this cutting-edge and comprehensive course, click here.

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