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With Lina Storm
Director of Sales Enablement

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Stay in the know on the latest in case design, and case law updates that uncover client solutions. Lina Storm has over 20 years experience bringing you leading marketing strategies for your practice.

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The Connelly Decision

Learn the implications of the Connelly case and why it may now be prudent for clients to avoid entity buy-sell arrangements funded with life insurance. Learn more about the retirement buy-sell.

The Paulson Case and §6166

A recent court of appeals case, United States v. Paulson, held that personal liability is imposed with respect to unpaid estate taxes on the people who receive estate property. Learn how life insurance can help -in combination with, or as an alternative to-in estate planning for a business owner. Learn more about Estate & Wealth Transfer Strategies.

Secure Act 2.0 & Alternate Savings

The Secure Act 2.0 passed in 2022 changed the retirement plan catch-up contribution rules and many plan participants may not know about it. Learn how a permanent life insurance policy can help clients in need of alternative savings vehicles for their disallowed catch-up contributions. Learn more about The Post-Retirement Gap.

Switch Dollar Strategy

Learn how even in a higher rate environment, a split dollar plan in the form of “switch” dollar can allow the family to minimize taxes and allows the trust to benefit from the income tax-free growth of the policy cash value.

The information provided is not written or intended as specific tax or legal advice. MassMutual, its subsidiaries, employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

Insurance products issued by Massachusetts Mutual Life Insurance Company (MassMutual), and its subsidiaries, C.M. Life Insurance Company (C. M. Life) and MML Bay State Life Insurance Company (MML Bay State), Springfield, MA 01111-0001. C.M. Life and MML Bay State are non-admitted in New York.