Although life insurance is one of the most tax-friendly financial products, there are still some income tax traps to watch for. Learn about tax implications including:
Premium
Death benefit
Lifetime (i.e. living) benefits
Date: February 5, 2020
Time: 2:00 PM ET
Dial-in: (415) 655-0060
Passcode: 976-794-105
About the speaker:
Allison A. Hoyt, JD, CLU — Director, Advanced Consulting Group, Nationwide
Allison helps position life insurance, annuities, and other financial products in the financial plans of individuals, businesses, and charitable organizations and has a particular interest in charitable planning, sophisticated wealth transfer – for U.S. persons and for foreign nationals, split dollar life insurance strategies, and business succession planning. She is a Past-President of the New York City Chapter of the Society of Financial Service Professionals and was recently elected to the Board of Directors of the national Society of Financial Service Professionals.