100+ Policy proceeds PowerPoint (PPT) Presentations, Policy proceeds PPTs

Policy proceeds - PowerPoint PPT Presentation

What is Estate Planning?

What is Estate Planning?. Estate planning is the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual’s personal tax and non-tax objectives. “Controlled Estate Planning”.

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949 views • 39 slides

What is it?

What is it?. An arrangement to share costs and benefits of a life insurance policy typically between employer and employee, but can be used by others can split premiums, death benefits and/or cash value, dividends, or ownership. When is it indicated?. When employer wants :

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384 views • 30 slides

Navigating the Sarbanes-Oxley Loan Prohibitions Alice Murtos

Navigating the Sarbanes-Oxley Loan Prohibitions Alice Murtos. Presentation Roadmap. Loan Prohibition Grandfathered Loans Directors and Executive Officers Arranging Loans Common Expense Advances Qualified Retirement Plans Cashless Exercise of Stock Options Split Dollar Life Insurance.

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264 views • 26 slides

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Policy proceeds - PowerPoint PPT Presentation

What is Estate Planning?

What is it?

Navigating the Sarbanes-Oxley Loan Prohibitions Alice Murtos