A life insurance death benefit is paid tax-free and there are tax-advantaged ways to access cash value ...

Life insurance provides protection and financial security to individuals and their loved ones. It serves as a contract between the policyholder and the insurance company. The policyholder pays ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Generally, life insurance death benefits that are paid ...

The main point of life insurance is to provide financial support for your loved ones after you pass away. But life insurance offers various tax benefits including ones that you can take advantage of ...

Heckerling experts warn advisors about policy management risks and tax traps that can derail permanent life insurance ...

Life insurance can in some instances help your clients lower their estate taxes, particularly in cases where the expiring provisions of the 2017 Tax Cuts and Jobs Act could mean higher levies, ...

Reduce premiums by covering two people with one policy for estate planning and other financial goals ...