These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
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‘Lunch & learn’ session – Just what is ‘Relevant Life’?
11 June, 2021 @ 1:30 pm - 2:30 pm
If your clients are small-business owners, you could offer them tax-efficient life cover in the form of a ‘relevant life’ policy. But what exactly is ‘relevant life’?
Join Greg Blatt as he presents ‘Understanding Relevant Life Policies with Zurich’.
A ‘relevant life’ policy is way for employers to give death-in-service benefits to their employees outside of a registered group life scheme. And it’s ideal for small businesses that don’t have enough eligible employees to justify a group life scheme.
It could also be a tax-efficient solution for high-earning employees who have substantial pension funds and don’t want their death-in-service benefits to form part of their lifetime allowance.
Did you know though, that premiums can be treated as an allowable expense for the employer when calculating their tax liability (as long as they qualify under the ‘wholly and exclusively’ rules). Well, maybe you did but who really knows what the ‘wholly and exclusively’ rules even are? This is where Greg can help! By the end of his session, you’ll understand the criteria for relevant life, understand the tax treatment of the premiums and benefits, know all the about the legislation under which an RLP is written AND you’ll get some guidance on where to find Zurich’s sales support to help you write your own policies.
Being able to offer your client’s business a tax-saving at the same time as making sure they have life cover in place is a win/win!
Protection ‘lunch & learn’ – You bring your sandwiches; we’ll bring the lesson!
Please register at: https://attendee.gototraining.com/7v9g9/catalog/10742642321002496
After registering you’ll receive a confirmation email containing information about joining the training session.
Love Lunch & Learn? You can sign up for the last remaining Q2 sessions here.