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Section 79 Plans

Stability, protection and Return on Investment (ROI) are three important aspects of Wealth Preservation. Smart advisers and investors must use all of the tricks of the trade to prosper from the highest ROI possible. Every adviser and client should take advantage of the material in this course to add value to their existing and new investments. Learn about the the potential and avoid negative exposure.

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Duration: 3 Weeks

Price: $26.95

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Overview Description Reader Opinion Advisor

You will learn the key components of the following.

Requirements of Code Section 79
Discriminatory funding
Group Term Life and "Permanent" Benefits
Treatment of dividends with cash value life
Section 79 Plans after IRS adjustments to Split-Dollar Life Insurance
Practical Use of Section 79 Plans
Potential Penalty Exposure

Find Out the Benefits of Section 79 Plans for Business Owners with the Quickest Way to Build Wealth

►Learn how clients can deduct premiums for individually owned life insurance policies

►Learn a topic which can help a client retire early through tax favorable planning

►Learn a topic which can help you differentiate yourself as an advisor

►Learn the pitfalls to Section 79 Plans

►Learn how to fund a Section 79 Employee Benefit Plan in a compliant manner. Use he benefit of small closely held companies for your benefit.

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One attitude that cannot be tolerated in medicine is lack of care or apathy and physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

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Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

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Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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