12:30 pm: Registration Opens
1:00-1:15 pm: Introduction of the Case Study by Meeting Emcee Keith Gillies
1:15-2:00 pm: Split-Funded Defined Benefit Plans: Qualifying for the 199A Deduction and Catching up on Retirement
Presenters: Stacey McMahan & Bruce Gendein
2:00-2:45 pm: Buy/ Sell LLC: Business Owned Cash Value Life Insurance Policies for Retirement Needs
Presenter: Andrew Rinn
2:45-3:00 pm: Break
3:00-3:45 pm: Estate Planning Ideas for the Small Business Owners
Presenter: Ron Lee
3:45-4:30 pm: Using Loan Split-Dollar to Attract & Retain Employees
Presenter: Kathleen Bilderback
4:30-5:00 pm: Q&A with the Experts
5:00 pm: Program Ends
NAIFA-back Senior Safe Act signed into law strengthening financial protections for seniors and removing barriers that might otherwise discourage the reporting of suspected exploitation to authorities
President signs into law a provision to eliminate Free Choice Vouchers which would have been damaging to employer group health plans and HHS suspends the CLASS (public LTC) program
COLI best practices adopted, tax-free charges against cash value to pay for LTCI premiums, LTC Partnerships and State High Risk Pool Funding
Permitted use of qualified HSAs payments for long-term care expenses and LTCI premiums
HIPAA provisions classify long-term care costs as a medical expense and categorize long-term care insurance as accident and health insurance thereby providing clarity as to the tax treatment of premiums and benefits
HIPAA provisions classify long-term care costs as a medical expense and categorize long-term care insurance as accident and health insurance thereby providing clarity as to the tax treatment of premiums and benefits
HIPAA provisions classify long-term care costs as a medical expense and categorize long-term care insurance as accident and health insurance thereby providing clarity as to the tax treatment of premiums and benefits
The Level Up Roadshow series is from the collaboration of NAIFA and FSP. The event adheres to NAIFA's anti-proselytizing policy and NAIFA code of ethics to which all members ascribe. To learn more about NAIFA, visit NAIFA National's website