Skip survey header

Quiz - Where Life Insurance Makes or Breaks the Plan

1. In the opening case study, what was the critical mistake that caused a $5 million policy to land back in the taxable estate? *This question is required.
2. Under I.R.C. § 2035, what is the three-year look-back rule, and why does it matter for policy transfers? *This question is required.
3. What did the Supreme Court’s unanimous decision in Connelly v. United States (2024) establish? *This question is required.
4. According to the presenter, the easiest way an advisor can make a positive impact and start the estate planning conversation with their business-owning clients is by asking which of the following questions? *This question is required.
5. What does the presenter mean when he says the advisor’s job is to “own the seam” between legal structures and insurance policies? *This question is required.
6. Please provide your contact information below. *This question is required.
0%