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Prudential webinar: Life Insurance Awareness
September 24 @ 2:00 pm - 2:30 pm EDT
Empowering clients who NEED life insurance to also WANT it to help manage future tax uncertainty
Thursday, September 24, 2020
at 2.00 PM Eastern Daylight Time
Featuring:Douglas Winkler, Vice President, Independent Distribution & Sales Individual Life Insurance, Prudential
Since taxes are subject to political and economic factors, their ongoing uncertainty can pose a challenge for clients trying to plan for their future. Join this webinar to learn how to help clients use the “Power of Two,” combining the life insurance clients need with tax benefits to help achieve the goals they want, to navigate this uncertainty.
Take clients beyond why they need life insurance to why they should also want it to help address taxes. The Power of Two highlights 5 key tax codes that enable clients to use life insurance to:
- Pass on tax-free death benefits to their beneficiaries. (IRC §101(a))
- Enjoy tax-deferred growth potential. (IRC §7702)
- Receive favorable lifetime tax treatment by paying premiums within cash value limits. (IRC §7702A)
- Obtain tax-free policy withdrawals to basis from a non-MEC policy. (IRC §72)
Accelerate life insurance death benefits in the event of chronic or terminal illness, tax free. (IRC §101(g))
- September 24
2:00 pm - 2:30 pm EDT