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Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information

Title:

Non-Qualified Executive And Business Owner Benefits

Description:

This is a course that educates the producer about the life insurance funded non-qualified bonus plans most commonly used in executive bonus planning. Discussions include IRC section 162 bonus planning, single bonus (gross up), unfunded plans and relevant ERISA exemptions.