BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:b9311db47ea59b15eceba075987b69b7251 CATEGORIES:CE Webinar SUMMARY:Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition LOCATION:Houston\, 9990 Richmond Ave Ste 102 \, Houston, Texas 77042\, US DESCRIPTION:
Live Class
4 CE Credit s
Fee: $41
.30
Most insurance and financial professionals u
nderstand the basic taxation principles regarding cash value build-up and t
he death benefits in life insurance and annuity contracts. Often overlooked
, however, are specific rules, exceptions and conditions that may either ex
pand or restrict the tax benefits. This course will cover how life insuranc
e and annuities can deliver income tax benefits, issues that can cause cont
racts to lose their tax favored status, special tax rules for business owne
d life insurance policies and rules regarding tax-free exchanges. The cours
e will also address estate taxation of life insurance and annuities.
*The price displayed on this
page includes a 30% discount off retail and is exclusive to Texas PIA membe
rs. To find your discount code, go to the home page and click on Member Discount Codes in the Quick Links
section on the right-hand side . Enter the discount code at checkout. If
you are not a Texas PIA member, click here
< a href="https://portal.kaplanfinancial.com/partner/PIATXCE/store/portalchec kout/calendar/INSURANCE?state-code=TX&product-level=CE&prodLevel=In surance%20CE">REGISTER