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This webinar will review the following:

• Family-owned businesses represent a major planning opportunity, with most incorporated and seeking tax efficient ways to manage surplus profits, reduce tax burdens, and plan for succession.
• Corporate owned life insurance (COLI) is a powerful strategy for funding tax liabilities, reducing the number of required policies, and creating tax free value through the Capital Dividend Account (CDA).
• The Corporate Insured Retirement Plan (Corporate IRP) provides business owners with long term tax advantaged cash value growth, access to supplemental retirement income via collateral loans, and significantly enhanced estate value compared to traditional corporate investments.
• Advantage Max demonstrates strong competitive positioning, offering higher initial death benefit, compelling long term cash value performance, and meaningful retirement and estate advantages in the case study compared to alternative investments and peer whole life products

1 CE credit (PENDING) (You must stay on for the full presentation to receive your credit)

**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**