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

Pyramid Club
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