Description
This CE classroom presentation will focus first on what an executive bonus plan is, who can benefit from it and what value (advantages and disadvantages) does it hold for the employer and the employee. It covers the tax consequences to both the employee and employer and how such a plan implemented.
Learning Objectives
Attendees with learn about Life Insurance planning for the executive in regards to actual plan variations: the basic plan, the restrictive plans and finally, the leveraged plan.