Advanced Markets Resources
Advanced Life Marketing Concepts
Nationwide’s Advanced Life Marketing Concepts guide gives you a clear overview of each concept, tax considerations, and implementation step bullets, along with an easy to understand graphic that shows how it all fits together. As you think about your business owners and other wealthy executives, who among them could take additional steps to leverage the tax code to their maximum advantage?
Taxation of Life Insurance
Securian’s Taxation of Life Insurance guide covers the following topics: overview of taxation of life insurance, modified endowment contracts, DEFRA recapture rules, 1035 tax-free exchanges, transfer for value, Goodman Rule, three-year rule, notice and consent requirements for employer-owned life insurance, and the valuation of life insurance policies.
Comprehensive Guide to ILITs with Specimen Agreements
Securian’s ILIT Guide has been added to our Estate and Wealth Transfer Resources page. On 89 pages it differentiates between ILIT flavors, alternatives, tax strategies, and provides specimen documents. Great resource for the red-hot estate tax planning market we’ll be in for at least the next 2 1/2 years.
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Are you focused on investments or other lines of insurance? Would you like to gain access to a specialized Financial Advisor who can assist you with your top clients’ advanced tax planning and insurance strategies? Our Experts are well-known Financial Advisors in their respective fields. They’ll solve your clients’ most sophisticated business succession, executive benefits, estate tax funding, premium finance, and increasingly complex long-term care funding needs. Introduce yourself to them today and begin the development of cases you’ll remember for the rest of your career.