Life Insurance More Than Just a Death Benefit

Our guests, Felix Tuccillo and Taylor Patterson, are here to teach you about wealth build using life insurance! Life insurance is more than just a death benefit. Our clients use life insurance to exponentially grow their real estate portfolios and avoid taxes all at the same time.
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OTHER ON-DEMAND WEBINARS

The impacts of Covid-19 & Pandemics on General Insurance Markets

abi.org.uk

With the Covid-19 pandemic continuing to impact significantly on general insurance markets this webinar considers the scale of these impacts on supply, changing customer demand and what dealing with pandemics means for general insurance markets in the future.
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The Essentials of Taxing and Reporting Insurance Benefits

Lorman

Gain an understanding of the tax rules surrounding health and welfare benefits along with deadlines and reporting requirements. This program will cover the basics of calculating the taxation of health and welfare benefits provided to employees, along with the reporting requirements associated with these benefits. It will include a discussion of the reporting requirements for medical coverage under the Affordable Care Act, and how to navigate the taxation of the alphabet soup of health savings accounts (HSAs), health reimbursement arrangements (HRAs), and flexible spending accounts (FSAs).
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The Insurance Distribution Directive (IDD

Lexis Nexis

This webinar will look at a wealth of changes to the law brought in by the Insurance Distribution Directive. Topics to be covered include: What does the Directive say? Customer’s best interest rule, Organization and professional requirements, Information requirements and Conduct of Business Rules, Cross-selling and bundled products, Remuneration & Product governance and disclosure.
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IN/sights: Outlook & Trends for US Insurers — What to Expect in 2023 and Beyond

Continued market uncertainty fueled by rising inflation, geopolitical turmoil, and the looming threats of recession has left insurers with much to consider going into next year. With interest rates and loss costs continuing to rise, as well as the ongoing impact of climate change, the industry must make ongoing adaptions to stay ahead of the curve. Join us for a complimentary webinar in which subject matter experts from S&P Global Market Intelligence, S&P Dow Jones Indices, and S&P Global Ratings will dive into trends and challenges facing the insurance industry in 2023 and beyond.
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