Aon Risk Solutions is holding an event about leveraging life insurance to address business issues and mitigate new TCJA tax liabilities.
Tuesday, June 19, 2018
8:30 am – 10:30 am
1735 Market St
Philadelphia, PA 19103
The changing tax landscape and historically low interest rate environment are driving a renewed interest in utilizing life insurance to address complex business challenges. We will be discussing the business use of life insurance as a way to infuse liquidity, protect against premature death and take full advantage of the unique tax advantages of life insurance contracts.
Topics during this interactive discussion will include:
- Key business uses of life insurance
- How to structure coverage to achieve desired outcomes
- Specific life insurance strategies
- Split Dollar
- Private placement
- Applying leverage
- 162 bonus strategies
- Key employee retention programs
- Buy sell agreement funding
For questions about this event, please contact Stephen Patnode at firstname.lastname@example.org.