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What Do The New 7702 Rules Mean For Over-funded Life Insurance?
#5 Personal Finance Contributor
- Financial Advisor
- Boynton Beach, FL
No Replies
- 04/01/21 01:00PM - 01:30PM America/New_York
- https://bit.ly/3tY6MZC
- Free
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You may not have even be aware of this, but Congress changed the rules regarding Life Insurance funding late last year. In this session I am going to explain the impact (Good news!) of the new rule changes on Maximum Over-funded Life Insurance policy designs.
If you are thinking about or researching private banking strategies that leverage maximum over-funded life insurance for real estate investing, you'll want to see this webinar.