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Ten tax planning tips around cash value life insurANCE
CAPA NOVA sponsored event
Tuesday, 3/11/2025 at 9 p.m. Zoom code 904 983 5892. Password CAPA
Workshop in English
Agenda
1. Cash Value Life Insurance Policy: The Volatility Shield
2. Cash value whole life insurance vs. cash value index universal life
3. Family trust and family bank funded by family owned life insurance policies
4. Cash value life insurance policy with education
5. Family bank – the Rockefeller method
6. Children’s cash value whole life
7. Successor owner arrangement of life insurance policies
8. Beneficiary of life insurance policies
9. Family bank vs. family foundation
10. Cash value life insurance riders vs. Long term care insurance
Bonus content
11. Top 4 whole life insurance company
12. Chris policy review – MassMutual
13. Sasha policy review – Guardian
14. Mike’s policy review – Northwestern Mutual
15. Family foundation policy review – New York Life
16. Cash value life insurance vs. Annuity
17. Cash value life insurance with zero tax retirement
18. Cash value life insurance with real estate
19. Cash value life insurance with entrepreneurship
20. Cash value life insurance with asset protection