If you’re reading this post, you survived the Thanksgiving holiday – hopefully, without much family drama.[i] Then again, there may have been moments, inspired by an overload of obligatory ...

A life insurance death benefit is paid tax-free and there are tax-advantaged ways to access cash value Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

Learn when and how to make a tax-free switch into a new life insurance policy or annuity if your needs change ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

This year’s Heckerling conference featured a special session, “From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes,” a life insurance panel featuring Donald ...

"Primarily, it gives out a lump sum if you pass away during the term of the policy. It's giving financial protection for your ...