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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Audio/Web Conference: EOLI: What You Don't Know Can
Cost You Thousands — Part 2
CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

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Original Air Date Order Archives/CD Level CE Credits*
Wednesday, 09/19/12
12:00 noon – 1:00 p.m. ET		 Order online
Call: 1-800-392-6900
Via Email 		Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

Order Archive
EOLI: What You Don't Know Can Cost You Thousands - Part 2
Archive: $
Total: $
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This program is brought to you by the Society's Business and Compensation Planning Section

Program Overview

A lot has happened since this program first aired in 2009. Join us for an update of what you need to know about new developments in EOLI.

Unaddressed Employer Owned Life Insurance (EOLI) faces significant consequences with the IRS. The rules are easily overlooked even by astute financial professionals. Fail to comply with these rules and your client could find the IRS as an unintended "beneficiary" of their life insurance policy. This program brings you up to date on the latest IRS pronouncements and what they mean for you and your clients. Remember, if your client pays a penalty, you become the defendant!

Attendees will Learn:

  • When EOLI requirements are triggered
  • Steps necessary to comply
  • How a client can correct a failure to comply
  • Effect of a 1035 exchange to a policy with a larger face value
  • How to address EOLI compliance with your clients

Featured Speaker:

Rich Olewnik, JD, CLU, ChFC, FLMI®, Assistant Vice President, Advanced Sales, joined AXA Equitable in 2005 providing broad experience in the design and application of life insurance and annuity products, and frequently consulting on complex technical product issues. His wide ranging expertise includes the use of life insurance in a qualified plan, and in developing innovative marketing programs that support the Advanced Sales department. In addition, to a technical perspective expertise developed during the years supporting home office marketing and sales activities, he has the added advantage of having practical field experience as well.