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FREE STRATEGY HOUR  ·  1 CPE CREDIT AVAILABLE

Life Insurance Retirement Plan (LIRP)
How Your Clients Can Build a Tax-Advantaged Retirement Income Stream Without Contribution Limits, Income Limits, or Required Minimum Distributions

 Date-Time-Icon-Violet - (344x317)Wednesday, September 30, 2026  |  12PM EST/ 9AM PT

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Dave Spence
Founder
Tax-Free Tutors

Dave Headshot- Light Blue Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about the Life Insurance Retirement Plan (LIRP) strategy.

Save Your Seat
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Violet Checkmark - Rounded (1)What a Life Insurance Retirement Plan is and how an overfunded indexed universal life policy produces tax-advantaged retirement income

Violet Checkmark - Rounded (1)How a Life Insurance Retirement Plan differs from other comparable tax strategies

Violet Checkmark - Rounded (1)The ideal client profile for this strategy

Violet Checkmark - Rounded (1)Clients who may not be a good fit for this strategy

 Violet Checkmark - Rounded (1)If the strategy can be used year after year, or if it’s a one-time use

Violet Checkmark - Rounded (1)How to implement this strategy from start to finish

Violet Checkmark - Rounded (1)How it's reported on the tax return

Violet Checkmark - Rounded (1)Where this strategy falls on the audit-risk spectrum

Violet Checkmark - Rounded (1)Your role as the accountant and what Tax-Free Tutors handles for you

About Your Hosts

Meet The Experts

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Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Dave Spence Headshot- Light Blue Circle

Dave Spence 

Founder of  Tax-Free Tutors

Dave Spence, founder and Managing Member of Palladium Wealth Management, LLC, a Registered Investment Advisory firm, is a CPA (1981), a Certified Financial Planner® Licensee (1985), a Chartered Life Underwriter® (1992) and a Personal Financial Specialist (2012).

Dave was one of the first 50 individuals in the world to be both a CPA & CFP, and one of the first 25 to be a CPA, CFP & CLU. A featured speaker at numerous educational conferences over the years, Dave has trained thousands of financial advisors and CPAs on advanced financial planning strategies.

Raised one of eight children in a steel-making town, Dave is a native of Steubenville, Ohio, and now a resident of Burke, Virginia.  He is married and has 3 children and 2 grandchildren. He enjoys traveling, skiing, boating and following the Pittsburgh Steelers and Ohio State Buckeyes during football season.

Ready to learn the Life Insurance Retirement Plan (LIRP) strategy?

Wednesday, September 30 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit

Disclaimer: TaxPlanIQ provides tax strategy education and due diligence analysis for informational purposes only and does not provide taxpayer-specific tax or legal advice or approve implementation for any taxpayer. Tax outcomes depend on the specific facts, structure, documentation, execution, and applicable authority, and advisors are responsible for independently evaluating each strategy and its suitability for their clients. Strategies should not be recommended or implemented based on this presentation alone.