|Creative Uses of Life Insurance: Split Beneficiary Planning (LA02COILSCTXT0218)||$ 110.00|
Description: In this course, learn how in certain cases Split Beneficiary Planning allows for cash extractions (free of dividend tax) from the corporation in excess of actual policy premiums; how a separate and well drafted Split Beneficiary Agreement is required, including a defendable pricing model likely using NCPI as the source cost; and that specialized legal and tax advice may be needed before implementing such planning.
This course breaks down as follows:
Access Duration from the Date of Purchase: 6 Month(s)
Credit Hours: 2
Credit Type: Life/A&S - Technical
Credit #: MB 29960Accrediting Provinces: