The Penn Mutual West Region is inviting you to an exclusive virtual presentation on Capital Split Dollar™, a tax-favored benefit plan that uses leverage to fund insurance.
Our presentation will focus on:
How to fund a buy/sell agreement with tax deductible dollars
How to fund estate tax liquidity with no gift tax implications
How to use split-dollar to attract and retain key employees
How to reduce the cost of insurance 40-50%
Presented by Dr. Guy Baker, MBA, MSFS, MSM, ChFC, CFP. Dr. Baker is a Top of the Table member with over 50 years’ experience in the life insurance and wealth consulting industries. He is a published author and frequently requested guest speaker. His publications include: Why People Buy, Maximize the Red Zone and the bestselling booklet, The Box.
Register at the event website link below: Register now – space is limited!
The Penn Mutual West Region is inviting you to an exclusive virtual presentation on Capital Split Dollar™, a tax-favored benefit plan that uses leverage to fund insurance.
Our presentation will focus on:
Presented by Dr. Guy Baker, MBA, MSFS, MSM, ChFC, CFP. Dr. Baker is a Top of the Table member with over 50 years’ experience in the life insurance and wealth consulting industries. He is a published author and frequently requested guest speaker. His publications include: Why People Buy, Maximize the Red Zone and the bestselling booklet, The Box.
Register at the event website link below: Register now – space is limited!
Details