Understanding the Tax Treatment of Business Life Insurance

​Are you overpaying on taxes? There may be a smarter way. Many business owners and entrepreneurs are sitting on powerful tax-saving strategies they don't even know exist, and life insurance might be the last place they'd think to look. But when structured correctly, business-owned life insurance can be one of the most effective tools in your financial plan.

In this webinar, Jonathan Pagtakhan of World Financial Group walks you through exactly how it works, from IRS guidelines on premium deductibility to compliant structuring across corporations, partnerships, and sole proprietorships. He'll explore real-world applications like buy-sell agreements, key person coverage, and executive benefits, and learn how to evaluate each for its tax implications.

​Walk away knowing:

• ​When life insurance premiums may or may not be deductible

• ​How to structure policies compliantly for your business type

• ​Which planning strategies fit your situation — and which risks to avoid

​Seats are limited.

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