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

Variable life insurance is a permanent life insurance policy with an investment component. Learn more about how it works and ...

Life insurance strategies could help wealthy families remove assets from their estates while acting as the collateral for loan financing and a source of tax-free distributions. Processing Content ...

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

Learn how the income exclusion rule categorizes certain incomes, like certain interest and child support, as tax-free, ...

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 ...

The richest of the rich can use life insurance to avoid estate and income taxes. Private-placement life insurance is perfectly legal — unless a new bill passes. A financial advisor tells BI how the ...

Level term cover is one of the most popular options. It simply means that the sum insured remains the same, or it is ‘level’, ...

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