One of the most valuable features of life insurance is that the beneficiary receives the death benefit income-tax free.

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

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

iQuanti: Life insurance can help give your loved ones financial security if you unexpectedly pass away. If you're considering getting a life insurance plan, you may be wondering if the premiums are ...

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

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.

A joint life insurance policy covers two people with one death benefit. These policies are usually permanent life insurance ...

Nearly a third of Americans do not realize that they can save on taxes through life insurance, according to a new study by Assurance IQ. Experts suggest this can be a missed opportunity to save money, ...

When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship 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, ...