In this session with life insurance expert Lee Slavutin, MD, CLU, he reviewed life insurance basics including policy types, financial ratings, and policy audits. This webinar also took a look at advanced planning techniques including gifts to insurance trusts, split dollar, premium financing, and the sale of a policy from a retirement plan. Lee’s unique medical qualifications are an important part of his specialty, which is 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.
01.09.2024 - Life Insurance
Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by Lee J. Slavutin, MD, CLU,
I learned a lot about the Business side of using life and also buy/sell agreements which I am just now getting comfortable with.
- Robert G.
Using life insurance and trusts to address potential estate tax exemption sunset
- Skee O.
To better use the insurance companies for advice and design, Glenn Daily
- Peter V.
Policy audits, hybrid LTC, Split Dollar Plans
- David W.
Connelly case on split dollar
- Scott L.
One of the better webinars I have been on. I am in the industry so having an expert who really is up on the trends and issues was very welcoming.
- Dennis B.