St. Louis Partner, Larry Brody, will present a webinar on the Federal Income Tax Treatment of Life Insurance Policies.

The webinar can be accessed here.

This webinar will discuss and analyze a variety of Federal income taxation relating to the ownership of and transactions with life insurance policies, including:

  • The definitions of life insurance
  • Modified endowment contracts
  • The taxation of policy dividends
  • Loans, withdrawals
  • Surrenders or lapses
  • Policy sales
  • The taxation of life insurance death benefits
  • Non-taxable exchanges of policies.