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Speaker:  Alex Papale

Description:

Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including:

• What happens with various scenarios involving the transfer of an interest in a life insurance policy.
• Sample calculations, considerations and some opportunities for clients.

Attendees will explore these topics and come away better equipped to guide clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.

IDC WIN is promoting this event and is not IDC WIN hosted.