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Tactical Tuesday | Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan

By March 9, 2026No Comments3 min read

Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.

Celebrate National Employee Appreciation Day and learn how offering life insurance in qualified plans makes both dollars and sense.

30% of Americans say they need life insurance and don’t have it. 1

During this webinar, we’ll break down what small business owners need to know about qualified plans by answering three important questions:

  1. Which qualified plans may own life insurance?
  2. What are the rules for plan ownership of life insurance?
  3. How can life insurance be removed from a qualified plan?

Program knowledge level: Intermediate

 

Protecting Wealth and Securing Retirement:

The Power of Life Insurance Inside a Qualified Plan

Tuesday, March 24th
1:00 p.m. ET; 12:00 p.m. CT

Expand your expertise–register for the complete Tactical Tuesday webinar series.

Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.

This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn one CPE credit per webinar.

 

April 28

 Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
May 26 Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
June 23 Protecting Your Retirement Income with an Annuity
July 28 Estate Planning for Foreign Nationals
August 25 Estate Planning Basics
September 22 Your Legacy, Your Choice: Beneficiary Designation Life Lessons
October 27 Overview of Non-Qualified Annuity Taxation
November 17 Special Planning for Special Families
December 15 Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited. 

Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

1 Life Insurance Statistics and Industry Trends February 2024

 

 

 

 

 

 

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