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

We're very excited to show you all of the details surrounding our latest feature, corporate-owned life insurance!  In this webinar, we provide a detailed overview of corporate-owned life insurance, as well as a summary of other recent updates. 

Please click here to watch the recording of the webinar.

This webinar includes:

  • How to add a corporation to your plan. 
  • How to input a corporate-owned life insurance policy. 
  • The new options and calculations for corporate disposition on death and personal estate values.
  • How to compare different strategies in Snap to make recommendations for your clients.

We also reviewed several other recent updates, including changes to the Net Worth calculations (now incorporating insurance CSV), and updated Estate Summary tables.

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