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Nationallifegroup
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Executiveretirement
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Executive Benefits
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Executivebenefits executive

HOW TO OFFER EXECUTIVE BENEFITS USING PERMANENT LIFE INSURANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The term "executive benefits" is an umbrella term for non-qualified arrangements that are made between the business and certain executives. These plans are not provided to all the employees in the business.  The government tells us that these types of non-qualified arrangements may only be provided to the highly compensated or select group of management.

Course objectives:


  • Common types of Executive Benefits

  • How Executive Benefits work

  • Accounting for Executive Benefits

  • Taxation of Executive Benefits

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ellen Lehmert, JD

National Life Group
Director of Advanced Sales
[email protected]
(800) 732-8939

Nationallifegroup

Throughout her 30 years of experience in Advanced Sales, Ellen has had the privilege of working with and learning from some of the finest planners, attorneys and accountants in the field today.  A former business owner, Ellen was in private practice as the principal owner of both an Advanced Planning Consulting Firm and a Law Practice that specialized in business and estate planning. Ellen has specialized in the design of business succession and non-qualified benefit plans for business owners and wealth transfer designs for high net worth clients.

About Our Sponsor

Executiveretirement
Executive Retirement Plans Inc is a team of financial experts and trusted advisors with proven success in tax saving retirement plans and insurance investments. Each strategy has been developed with built-in flexibility to meet current and future needs of the business and business owner, providing protection for a retirement you can depend on, and which is suitable for the business, owner and employees. www.execretire.com