This seminar will focus on the business tax provisions in the Tax Cuts and Jobs Act (TCJA). Emphasis will be placed on how the lower corporate rates are advantageous to business-owned life insurance. Also the new “pass-through” rules, among the most complex tax provisions ever devised, will be explained in detail. The life insurance opportunities afforded by the new tax act will be fully discussed. Emphasis will be on the new sales opportunities afforded by split-dollar and nonqualified deferred-compensation plans. Using business dollars to leverage personally owned life insurance will also be fully discussed.
Attendees will learn:
Details of how the TCJA changes C corporation and “pass-through” entity taxation
How to maximize the use of business dollars to purchase life insurance that solves personal needs
Key enhanced fringe benefits using life insurance: split-dollar and nonqualified deferred-compensation plans.
Tom Commito, JD, LLM, CLU, ChFC, AEP is director of sales concepts in Lincoln Financial Distributors’ Advanced Sales Group. He has 40 years’ experience in advanced sales, life insurance products, and life insurance marketing. Tom is an associate editor of the Journal of Financial Service Professionals and is an author of two books and numerous articles on tax and financial planning.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification credit (formerly PACE) have been approved.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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* FSP Members still need to register as usual.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar. The recording will include both the audio portion and PowerPoint slides.