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Employer Owned Life Insurance

"How to Generate Sales from the World's Driest Concept!"

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 fee.

Shouldn't you be...

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

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 Understanding the EOLI Rules Brainshark

icon Protecting Business Clients from EOLI Shortfalls PPT

icon Common EOLI Situations

icon IRS Issues Significant Guidance on 101(j)

icon IRS Notice 2009-48

icon IRS Notice 2009-48 Summary

icon EOLI FAQs Pru

icon IRS Form 8925

Sample Documents:

icon LNL Business Owned LI Q&A and Sample Document

icon Notice and Consent Sample Document Attorney Use

icon Pru EOLI Rules and Sample Document