The Continuing Education Course on Taxation of Life Insurance will be taught in person by Chris Carrigan sponsored by MassMutual.

Date/Time: 2/21/2023 at 8:00-10:00 AM

Location: The Terrace at the Greensboro Coliseum Complex
36.060084, -79.824807

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The mailing address is shared with the Special Events Center, please use the above location in your GPS app to receive the most accurate directions.

If you navigate to 1921 West Gate City Blvd, Greensboro, NC 27403 you will be taken to the Special Events Center instead of the Terrace. The Terrace is by the intersection of Gate City Blvd and Coliseum Blvd in the same complex.

Credit: 2 Hours

Course #: NC-214638; SC-6000109354*; MA-C28690; VT-30516; NH-24197; NV-21244

Overview:

• General Life Insurance Taxation
• Taxation of life insurance distributions (non MEC)
• Taxation of Modified Endowment Contracts (MECs)
• Taxation of 1035 Exchanges
• Transfer for Value Rules
• Business planning strategies

This CE course is live in person only with no option to Zoom.