This session will focus on how to evaluate corporate life insurance needs using an “Integrated Needs Analysis” that includes advanced estate tax calculations for both “Loss-Carry-Back” and “Pipeline Planning”. Dave will also show you how easy it is to add a Corporate IRP Strategy using a simple insurance illustration exported from any insurance company software.

Learning Objectives

1. Housekeeping items
2. Razor Academy – Retired Business Owner
3. Post-Mortem Planning
   • Capital Gains
   • Double Taxation
   • Loss Carry-Back
   • Pipeline Planning
4. Corporate Retirement Strategy (Sunlife concept)
5. Corporate IRP Concept using RazorPlan
   • Personal Loans
   • Corporate Loans
6. Corporate IRP Integrated Analysis using RazorPlan

Resources For This Session

• Dec 7 -8 session recording – Click here
• Insured Retirement Plan (IRP) Checklist – Click here