How Taxation of Life Settlements Proceeds Works Now
What You Need to Know Paying some taxes on a cash payment is better than getting no cash at all....
life insurance
Death in Service | Work Life Insurance Through Employer
If you’ve landed here, you’re lucky enough to work for an employer that gives you life insurance through your...
Can someone explain Infinite Banking concept with life insurance?
I was recently introduced to the Infinite Banking concept using whole life insurance. Am still trying to wrap my head...
Is it worth it for me to buy whole or term life insurance?
I am a woman in mid 30s with a mild autoimmune disorder. I have an offer to purchase $3 million...
Do Trusts Expire? Find Out
Don’t know if trusts expire? Find out everything you need to know with this comprehensive guideby Nicole Dieker February 09,...
Who needs a 15-year term life insurance policy?
In the context of term life insurance, time matters. Why? Because term life insurance is premised on a period of...
What Life Insurers Are Saying About Death Now
The number of U.S. deaths was lower in the fourth quarter of 2022 than in the fourth quarter of 2021,...
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?
What You Need to Know Bonds are generally less volatile than stocks and can help diversify client portfolios. Mutual funds...
The Account People Forget to Roll Over
What You Need to Know Sure, clients can leave cash in the old HSA. What if the fees are high,...
Debate: Should Capital Gains Be Subject to Social Security Taxes?
This is just one more ploy by the Democrats to try to unfairly tax people to fund a socialist agenda...
