(WEBINAR) 📊 Corporate owned Life Insurance and updated Estate Calculations (March 1, 2023)

In this webinar, we provide a detailed overview of corporate-owned life insurance.

This webinar includes the options and calculations for corporate disposition on death and personal estate values and how to compare different strategies in Snap to make recommendations for your clients. Please note the method to compare scenarios has been improved since this video was recorded. You can learn more about Comparing Scenarios here.

00:00 Introduction

03:00 Building the personal projections

03:00 How to add a corporation to your plan including a corporate-owned life insurance policy

25:00 Disposition method - Winding up the corporation

03:00 Comparing scenarios with and without insurance

32:00 Accounting for Lifetime Capital Gains Exemption

32:00 Borrowing against the Insurance CSV