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Insurance Case Studies
Hosted by Promod Sharma: FSA, FCIA, FEA

This interactive webinar looks at three typical cases using life insurance for tax planning. Attendees are welcome to ask questions.

Case 1: Insured Investment Leveraging (Personal)
Case 2: Insured Retirement Income (Corporate)
Case 3: Insured Asset Transfer (Corporate)

Jan 29, 2019 1:00 PM in Eastern Time (US and Canada)

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Speakers

Promod Sharma
Actuary, FSA, FCIA, FEA @Taxevity Insurance