Steve Meldrum

Watch Now! Corporate Life Insurance – Who should own it?

Join Steve Meldrum from Swell Private Wealth in this 3.5-minute video clip as he dives into the importance of where corporate life insurance is held and discusses the potential tax consequences of improper placement.

Recorded June 25, 2024

This video is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2024. All Rights Reserved.