Watch The Presentation
Presentation Description
Many believe insurance of a key person is a simple thing – just pick an amount and arrange for the cover. However, with the range of considerations to be made – from how the purpose of the cover determines the taxation treatment of premiums and benefits which in turn could affect the required cover amount, to whether traditional ownership structures are appropriate – the application of key person arrangements is far from simple. This session will highlight the areas that need to be addressed to make sure that intent is matched by implementation to protect the insured, their business and your practice.
Speakers
Authors
Authors
Financial Services Technical Phil Osborne - The Institute of Financial Professionals Australia