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Life Insurance Planning Opportunities and Pitfalls in 2022

LIFE INSURANCE PLANNING OPPORTUNITIES AND PITFALLS IN 2022

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join this session to learn about life insurance planning, gain practical client-oriented strategies, and hear real-world examples. We will summarize what to do and what to avoid when planning for your clients. We will also discuss basic rules regarding life insurance taxation and how to identify tax traps that you will want to avoid. 

Learning Objectives:


  • Identify 3 to 5 practical ideas that you can implement immediately with your clients in tax season 

  • Determine the basics of life insurance products and taxation

  • Recognize business uses for life insurance

  • List which life insurance strategies fit for which clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Slavutin was practicing as a surgical pathologist at Lenox Hill Hospital until 1982. In 1983 he entered the life insurance business. Lee’s medical qualifications are an essential part of his specialty, serving high net worth individuals seeking substantial life insurance policies. Lee is a well-known public speaker and educator for the legal and accounting professions, including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants.

He has written and published over 170 articles on the complex legal and technical aspects of securing life insurance for estate tax planning. His textbook, published by Thomson Reuters, A Guide to Life Insurance Strategies, is in its 19th edition. Lee has served as a director of the Association of Advanced Life Underwriters and the Estate Planning Council of New York.

He is on the editorial advisory board of Tax Hotline and is a member of the CCH Estate and Financial Planning advisory board. Lee testified before the New York State Senate in 1990 and worked with the United States General Accounting Office on the effectiveness of the insurance company rating firms.

About Our Presenter

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Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.