Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Date
Time
Duration
Featuring
No items found.
Enter details to watch
By Modern Life
June 21, 2024
By Modern Life
Jun 21, 2024
Jump To
This is some text inside of a div block.
Summary
1
Understand the Supreme Court ruling in Connelly v. United States and its implications on the treatment of life insurance proceeds in entity-purchase buy-sell agreements.
2
Explore alternative buy-sell structures, such as cross-purchase agreements and insurance LLCs, to mitigate the tax impact highlighted by the Connelly decision.
3
Equip yourself with a comprehensive checklist to discuss the Connelly decision with clients.
3

Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
Understand the Supreme Court ruling in Connelly v. United States and its implications on the treatment of life insurance proceeds in entity-purchase buy-sell agreements.
2
Explore alternative buy-sell structures, such as cross-purchase agreements and insurance LLCs, to mitigate the tax impact highlighted by the Connelly decision.
3
Equip yourself with a comprehensive checklist to discuss the Connelly decision with clients.
4
A simplified life insurance journey for advisors and clients
Our proprietary technology and brokerage experts can transform your practice.

Request a demo

See how we provide advisors with advanced technology, unmatched support and the advice of the country’s top insurance experts.

Thank you
for your interest.

Insights directly to your inbox

Stay up-to-date on industry news, planning strategies, product updates, and more.

Thank you
for subscribing.
Download Whitepaper
Register now
Get started with Modern Life
Popup – Slide Up Icon