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Employer Owned Life Insurance

A Significant Prospecting Opportunity

NEW! New documents added below!

You have been given a gift from the IRS. In May 2009 the Service handed you a golden opportunity that has been largely overlooked.

On August 17, 2006 Congress made life insurance death benefits paid to an employer subject to income tax unless:
1. Certain requirements are met, and
2. Certain notice and consent procedures are complied with.

Who is it important to?

It is important that you talk with Business Owner, Highly Compensated Executives, CFOs, and CPAs of LLCs, Partnerships, Sole Proprietorships, C-Corps and S-Corps.

Why?

If the Business-Owned life insurance policy is not compliant with the IRS reporting regulations the life insurance policy death benefit is potentially taxable and not tax free.

Shouldn't you be...

  • Protecting existing clients from EOLI shortfalls.
  • Developing Relationship Opportunities
  • Establishing credibility with Employers and other Advisors
  • Helping clients make informed decisions
  • Reaching out to Centers of Influence
  • Standing apart from other Advisors

Here are three prospecting letters which have already been written for you

icon EOLI Prospecting Letter

icon EOLI Letter to Business Owner Clients

icon EOLI Letter to Accountants

Opportunities abound and you don't need to be an expert. We can teach you what you need to know.

Call Life Sales at The Producers Group at 1-800-441-0140 or email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

icon IRS Issues Significant Guidance on 101(j)

icon EOLI Notice & Consent PG Letterhead Sample

icon EOLI Checklist

icon IRC Section 101(j)

icon IRS Form 8925

icon Protecting Business Clients from EOLI Shortfalls PPT

icon Common EOLI Situations

icon EOLI FAQs Pru

NEW! Learn how to protect business from the EOLI shortfall!
Click here to find out more!

Sample Documents:

icon Pru EOLI Rules and Sample Document