Live Class

4 CE Credits

Fee: $41.30

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

*The price displayed on this page includes a 30% discount off retail and is exclusive to Texas PIA members. To find your discount code, go to the home page and click on Member Discount Codes in the Quick Links section on the right-hand side .  Enter the discount code at checkout.  If you are not a Texas PIA member, click here to join today!

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