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The Penn Mutual West Region is inviting you to an exclusive virtual presentation on Capital Split Dollar™, a tax-favored benefit plan that uses leverage to fund insurance. Our presentation will focus on: How to fund a buy/sell agreement with tax deductible dollars How to fund estate tax liquidity with no gift tax implications How to […]

May 25th Total Technology Transformation Registration Link https://totalfinancial.webex.com/totalfinancial/onstage/g.php?MTID=e45eae1178e263278dce7266265e03aef