Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...

See the tax advantages and downsides.

Permanent life insurance policies generally grow cash value that you can borrow from or withdraw for any reason. The way the cash value grows depends on the type of life insurance policy. The cash ...

This complex product has potential upsides but also risks.

Cash value life insurance, also known as permanent life insurance, is a form of life insurance with a cash savings component. Examples of cash value life insurance include universal life, whole life, ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

Life insurance is designed to provide financial protection, but life happens, and your needs might shift. If you have a permanent policy, it could have built-up cash value, giving you the option to ...

With today’s volatile markets, clients are increasingly anxious about having control of their money and easy access to cash. Our industry’s traditional product, participating whole life insurance, can ...

Taking out a loan against your life insurance policy does not count as taxable income. Learn how a taxable event occurs if ...