Life Insurance -
More Valuable Than You Thought!
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Featuring:
Igor Zey |
One-Hour Live Webinar Presentation
April 20, 2010
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Webinar Time
11:00 am - 12:00 pm Pacific Time
12:00 pm - 1:00 pm Mountain Time
1:00 pm - 2:00 pm Central Time
2:00 pm - 3:00 pm Eastern Time |
Program Content
Traditionally, life insurance uses are limited to offsetting estate taxes, family protection or the financial impact associated with the sudden passing of a key executive. The policy often is overlooked in a business valuation and divorce situation and is valued at 'just the CSV' (cash surrender value) on a permanent policy or simply 'thrown away' in case of a term policy. However, monetizing life insurance assets can assist in freeing up additional hard assets as well as provide cash-flow, thus potentially helping bridge the gap on a divorce settlement or financing the family business through a troubled time. Given this, CPAs and attorneys should evaluate their engagements to ensure that these 'hidden assets' are successfully uncovered and treated as the valuable and saleable asset that they may be. -Income annuities: any present value? How to bring asset back into count.
Learning Objectives
After completing this Webinar course participants will be able to:
- Identify how life insurance products are priced, carrier strength in today’s environment and income and estate tax issues with respect to ownership of life insurance
- Locate your client’s additional and current significant hard assets in life policies for business valuation and/or divorce settlement purposes
- Explain the logistics of evaluating of an existing life insurance policy: who qualifies (the “ideal candidate”), the investors and required paperwork to complete the sale
Who Should Attend
Forensic and Family Law CPAs, Family Law Attorneys, Business Attorneys, Bankruptcy Attorneys, Family Office CFOs.
Presenters
Igor A. Zey, MSFS, CFP®, CLU, ChFC®, CAP®, AEP
Igor A. Zey
is the President and CEO of Zey Insurance Group, a professional firm specializing in sophisticated applications of life insurance. Since 1982, Mr. Zey has been working with CPA and law firms, offering comprehensive financial planning services to their clients. Zey Insurance Group's practice consists of estate planning, charitable and retirement planning, wealth transfer, divorce issues, non-qualified deferred compensation strategies, buy-sell agreements, and expert witness services. Mr. Zey has been a frequent speaker on the subjects of financial, charitable, and estate tax planning, ESOPs, executive compensation, and asset protection planning to professional groups. |
CPE Credits
| Program Level: Overview |
Delivery Method: Group-Internet-Based |
| Prerequisites: None |
CPE Credits: One (1) hour |
| Advanced Preparation: None |
Fields of study: Specialized Knowledge & Applications |
If you are a member of both NACVA and the IBA --receive a 15% discount
off the non-member registration fees.
Pricing
NACVA/IBA member: $117; non-member: $130 per person and allows access to one phone line; one CPE attestation form and one evaluation form are included with each registration.
Multi-person discounts are available for additional registrants at your site; the cost for additional people to register for the webinar is $40 per NACVA/IBA member and $45 per non-member. Additional registrants also receive one CPE Attestation Form and one evaluation form.
Because every live webinar presentation will include periodic online questions during the session to assess continuous participation and to determine the program’s effectiveness, both the primary registrant and any additional registrants must view and listen to the Webinar presentation at individual computers in order to receive NASBA/NACVA qualified CPE credit.
REGISTER NOW !
Complete the Registration Form: click here and fax it to (866) 548-2321 or scan and email it to NACVAWebinar@nacva.com .
For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here
IMPORTANT NOTE: After you register, you will receive email confirmations with webinar logon and teleconference instructions from NACVA Webinar Information (NACVAWebinar@nacva.com). Please check your spam and/or junk folders to insure you receive these communications. Thank you!
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The National Association of Certified Valuation Analysts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org |
Consultants’ Training Institute
c/o National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200
Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 ▪ Fax: (801) 486-7500 ▪ Internet:www.nacva.com |
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