Tax Law Change Brings Life Insurance Sales and Marketing Opportunities 2021 | National Association of Insurance and Financial Advisors (NAIFA) | 26 August 2021 | Webinar
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| Event Date | Thu Aug 26 EDT (10 months ago) |
| Location | Webinar |
| Region | All |
Details
How does a change to the federal tax code, IRC Section 7702, impact your business and life insurance clients? The Consolidated Appropriations Act of 2021, signed into law last December, drops Section 7702’s minimum interest rate assumption for life insurance calculation from 4% to 2%. This change not only better reflects the reality of our low-interest-rate environment but substantially impacts funding strategies and selling opportunities for life insurance products.
Speakers
2021 Speakers
Andrew Rinn, JD, CFP, CLU, ChFC
V.P., Advanced Markets & Competition and Case Design
Kelly Halverson
V.P. & Actuary, Individual Product Development
Sponsors & Partners
2021 Sponsors
• Ameritas
• PacificLife