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Often times after a business owner sells and retires from the business, they have more assets than they need to fund their retirement. This usually results in “trapped” money in a holding company that is left to accumulate and eventually passes to their heirs through their estate.

Join Joshua Lane and Joël Campagna as they discuss the many tax efficient ways to maximize the use of these funds and unlock “trapped money” through implementing life insurance and other estate planning strategies. A few notable topics to be discussed are:

  • life insurance as an alternative asset class
  • maximizing the Capital Dividend Account (CDA)
  • recent tax changes and their effect on estate planning strategies

This event is currently only available for users in the following groups: everyone.
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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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