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Buy-Sell Planning with Third-Party Ownership (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

 Export to Your Calendar 6/4/2020
When: 06/04/2020
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: April Caudill, JD, CLU, ChFC, AEP
Contact: Member Services

Online registration is available until: 6/4/2020
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The need for buy-sell planning in small- to medium-sized businesses transcends industry, nationality, and economic barriers. In most businesses, a succession plan can be implemented with either cross-owned or entity-owned life insurance, but complex buy-sell planning sometimes requires a third-party buy-sell structure. A business continuation general partnership can manage the ownership of policies and provide tax advantages. The new 2019 transfer-for-value regulations require additional analysis, particularly for satisfying the “substantial financial relationship” test, but they appear to include language that will accommodate buy-sell planning scenarios.

Members: Read the article in the March 2020 Journal of Financial Service Professionals.

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