LEGATUS MEMORIA Dr. Rev. Mark Gurley, CLU, ChFC, CLTC, CAP, MDiv, Mmin 55 Campau NW Suite 400 Grand Rapids, MI 49503 Mark@GiftCOLI.com 616.451.0783
This presentation does not contain legal or tax advice. It is intended solely for the information and education of customers and their legal or tax advisors. It is not intended to be used and cannot be used to avoid any federal tax penalties that may be imposed on a taxpayer. Taxpayers should seek advice from their own legal, accounting or tax advisors. Tax and other planning developments after the original date of presentation may affect these discussions. Legatus Memoria® and The Legacy Life Executive Benefit® are trademarked for presentations and discussions for implementing a philanthropic benefit utilizing corporate owned life insurance (COLI) and bank owned life insurance (BOLI). These trademarks are owned exclusively by Mark L. Gurley and are not in any way affiliate with Northwestern Mutual and/or its subsidiaries.