Advanced Markets Resources
Advanced Life Marketing Concepts
Nationwide’s Advanced Life Marketing Concepts outlines how life insurance can be deployed to solve common business and estate tax problems. Each topic includes the following four segments:
- Quick strategy overview
- Tax considerations
- Sequential implementation steps
- Simple graphic that shows us how it all fits together
Think about your successful business owners and other wealthy clients. Who among them could take additional steps to leverage the tax code to their advantage?
Taxation of Life Insurance
Securian’s Taxation of Life Insurance guide covers the following topics:
- Taxation of life insurance overview
- Modified Endowment Contracts (MECs)
- DEFRA recapture rules
- 1035 tax-free exchanges
- 1035s with loans, boot
- Transfer for Value rules and exceptions
- Goodman Rule
- Three-year rule
- Employer-owned life insurance (EOLI) notice & consent requirements
- Valuation of life insurance policies
Comprehensive Guide to ILITs with Specimen Agreements
Securian’s ILIT Guide provides us with:
- Discussion of common ILIT flavors
- Outline of ILIT alternatives
- Review of ILIT advanced tax benefits
- Specimen documents to share with Centers of Influence
