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That Life Insurance Policy May Be Worth More Than You Think!
Contains material from Jan 2016
That Life Insurance Policy May Be Worth More Than You Think!
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Review the various types of policies—whole life, term, group term, universal, variable universal, index universal and no lapse guarantee—and how they are used. This is followed by the often unclear policy valuation rules for each type of policy for income, gift, estate and GST purposes. Valuation issues constantly come up for planners in sales of policies, distributions from qualified plans, executive compensation and transfer tax purposes.
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That Life Insurance Policy May Be Worth More Than You Think! (Jan 2016)
Donald O. Jansen
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Session 1
—58 mins
That Life Insurance Policy May Be Worth More Than You Think! (Jan 2016)
Review the various types of policies—whole life, term, group term, universal, variable universal, index universal and no lapse guarantee—and how they are used. This is followed by the often unclear policy valuation rules for each type of policy for income, gift, estate and GST purposes. Valuation issues constantly come up for planners in sales of policies, distributions from qualified plans, executive compensation and transfer tax purposes.
Originally presented: Dec 2015 Taxation Conference
Donald O. Jansen,
The University of Texas System - Austin, TX