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Blog

Webinar | Help Your Business Owner Clients Reduce Their Tax Bill | April 2 at 2:00 pm Central

March 28, 2025

Register for the National Life Group webinar dated April 2, 2025 at 2:00 pm Central.

High-income business owners are always looking for ways to reduce their tax burden—are you offering them the right solutions? Join us for an exclusive webinar where we’ll explore how life insurance can be leveraged inside qualified plans to provide significant tax benefits.

What You’ll Learn:

  • Introduction to using life insurance in a qualified plan
  • Overview of 412(e)(3) and cash balance plans
  • Proven prospecting ideas to identify and engage business owner clients

Materials to reference:

  • Cash Balance Plans
  • Fully Insured 412(e)(3) Defined Benefit Pension Plan
  • Qualified Plans Fact Finder

Don’t miss this opportunity to expand your expertise and add more value to your business owner clients.

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https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2025-03-28 10:05:412025-03-28 10:05:41Webinar | Help Your Business Owner Clients Reduce Their Tax Bill | April 2 at 2:00 pm Central
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