|
Taking your client presentations to the next level with Global Atlantic’s exclusive ground-breaking tool, Design Hub — now updated to reflect changes from the SECURE Act and planning opportunities under the 2017 Tax Act.
In just minutes, Design Hub simplifies advanced planning concepts for your clients, enabling you to instantly generate custom presentations on key topics.
Included in this update of Design Hub are:
- Planning Opportunities under the 2017 Tax Act:
- Using 199A tax savings to fund business insurance
- Tapping accumulated earnings to fund stock redemptions and key-person insurance plans
- Using low-tax corporate dollars to fund executive benefits, including corporate split dollar plans and executive bonus plans.
- INDUSTRY EXCLUSIVE Presentation: Planning Opportunities from the SECURE Act
- Comparison analysis of a non-spousal beneficiary’s distribution options under the SECURE Act
Other modules available in Design Hub:
- Buy-Sell Plans and Business Valuation
- Creating a Legacy Floor
- Making Lifetime Gifts
- IRA Maximization
Download the software, or watch the short video
| 
