Webinar How Premium Finance Life Insurance helps with Estate Taxes and Buy Sell Agreements


Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing

As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial.

One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements.

Join us on May 22nd at 9:00 a.m. CST for a webinar, where we’ll dive into the world of premium financing.

Here’s why you can’t afford to miss it:

  • Strategic Financing: Learn to utilize bank funds for life insurance to minimize estate taxes and buy-sell agreements
  • Case Study Insight: Examine strategic buyout funding through a case study, highlighting how bank financing can uphold business continuity following a partner’s death.
  • Timely Tax Strategies: Uncover vital estate tax strategies before the current provisions sunset on January 1, 2026.
  • Expert Guidance: Gain insights from industry leaders, ensuring you receive ethical and well-informed advice.

Don’t miss this opportunity to learn from Dave Toeben of Insight Insurance Services and Chris Dunham of Kuorum Partners. They’ll provide valuable insights that will empower you to offer top-tier advice and solutions to your clients.

Register now:  https://bit.ly/4aKBjQs


Updated: May 8, 2024

About the author
Dave Toeben of Insight Insurance Services is a member of XPX Nashville

You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.