Are You Overlooking This Major
Investment and Asset Protection Tool?
If I just blurted out the answer, you might not read further because you may already have a lot of
misconceptions about this planning tool.
Okay, the answer is - - high cash value life insurance. Wait! Before your mind slams shut like a steel trap
door, consider the following…
It is imperative that estate planners understand life insurance products in order to properly advise their clients.
A combination of the $5 million estate tax exemption and the declining economy have made high cash value
life insurance a popular additional investment asset class for our clients.
Where else do you find a product that has annual guarantees and grows income-tax free, yet also provides a
death benefit as an added bonus?
Learn about this special type of life insurance, why it has become so popular and some of the ownership
options for both creditor protection and estate tax planning benefits from a top estate planning attorney who
has handled hundreds of estate plans that have included large life insurance policies.
Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a plain-English,
straightforward presentation entitled, “Using High Cash Value Life Insurance as an Additional Asset Class”.
On this 60-minute program, you will learn…
• Why high cash value life insurance should be considered by most of our clients
• Why so many attorneys and CPAs don’t understand how powerful life insurance can be and therefore
often make bad recommendations to their clients
• Different options to protect the life insurance cash value from creditors
• How to protect the life insurance from estate taxes yet still have access to the cash value
- Program Title: Using High Cash Value Life Insurance as an Additional Asset Class
- Speaker: Steven J. Oshins
- Duration: 60 minutes
ABOUT THE SPEAKER
Esq., AEP (Distinguished)
Steve Oshins, AEP (Distinguished)is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He was named one of the 24 “Elite Estate Planning Attorneys” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020, 2022 and 2024. He can be reached…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.