Tax Cuts and Jobs Act Opportunities for Qualified Money

Track: Main Stage

Session Number: 130
Date: Sat, Jan 26th, 2019
Time: 2:30 PM - 3:15 PM
Room: Texas Ballroom BC

Description:

In this session we will focus on specific sales opportunities driven by the Tax Act that help your clients, support their CPAs and benefit you. Mary will present two sales opportunities driven by tax savings. The first of these strategies generates average fist year premiums of $50,000 per policy. Mary has been involved directly or supported more than 5,000 of these cases. The second sales opportunity Mary will present generates average first year premiums of $100,000 - $200,000. Mary has directly been involved in several hundred of these cases. The largest to date utilized $6,200,000 of premium dollars.

Session takeaways:
• Tax savings for owners of closely held service businesses that can restore the 20% deduction provided to these businesses through the Tax Cuts and Jobs Act
•Repositioning qualified money to reduce taxes by 30% or more and eliminate RMD’s.

Session Type: Main Stage

Target Market: High net worth
Categories: Tax & Regulatory, Estate & Liquidity, Life Insurance & Retirement
Session Type: Main Stage

Target Market: High net worth
Categories: Tax & Regulatory, Estate & Liquidity, Life Insurance & Retirement