Avatar Avatar

Transfer for Value – The Thorn on the Rose



Watch Now!
Recording and Slides are Available Here


Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing!  Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly innocuous) life insurance transactions can easily result in turning millions of dollars of income tax free life insurance into a taxable event – and perhaps an unwinnable and highly expensive and embarrassing lawsuit! 
In their exclusive, 2-part LISI webinar, Larry Brody and Steve Leimberg will cover the following topics: 


PART 1: Thursday September 13th @ 3pm EDT: The Transfer for Value Rule, Its Exceptions, and Potential Costs

    • Basics of the Rule
    • Exceptions to the Rule
    • “Transfers” Defined
    • “Consideration” Defined
    •  Life insurance transactions involving transfers of policies or interests in policies
    • Cost of Violating the Rule with No Safe Harbors


    Link for Bundle of Parts 1 and 2

    There will be no CE for this webinar


    For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

    Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar Avatar

Bob Keebler Jonathan Blattmachr

November 4, 2020 3:00PM ET - 4:30PM ET ET

POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND

More Info
Avatar

Eli Akhavan

November 5, 2020 1:00PM ET - 2:30PM ET ET

Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know

More Info
Avatar Avatar

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

November 5, 2020 4:00 PM ET - 5:30PM ET ET

POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND - A Special Re-Broadcast

More Info
Avatar

Gary L. Flotron

November 06, 2020 3:00PM ET 4:30PM ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable - A Special Re-Broadcast

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

November 06, 2020 1:00PM ET - 2:30PM ET

Critical Year-End Income Tax and Estate Tax Planning for the Mass Affluent - A Special Re Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET

The Intersection of Portability and Blended Families: No Man’s Land?

More Info
Avatar

Michael Geeraerts

November 13, 2020 3:00PM ET - 4:30PM ET

The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!

More Info
Avatar

Jim Weller

November 13, 2020 1:00PM ET - 2:00PM ET ET

An In-Depth Examination of Private Trust Companies: What the Sophisticated Advisors Needs to Know

More Info
Avatar

Rick Jaye

November 19, 2020 3:00PM ET - 4:30PM ET ET

ESOPs: What the Sophisticated Advisor Needs To Know

More Info
Avatar

Mark Merric

November 20, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Steve Siegel

November 20, 2020 1:00PM ET - 2:30PM ET ET

Planning with Intentionally Defective Grantor Trusts: What Makes Them So Popular and So Powerful?

More Info
Avatar

Bob Keebler

December 4, 2020 3PM 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info