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

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 ...

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

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 ...

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 ...

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, ...

A sealed glass jar with a $100 bill inside on a background of $100 bills. The Senate Committee on Finance conducted an investigation into the growing use of Private Placement Life Insurance (PPLI) ...

Private placement life insurance can reduce the hardship they create for heirs. Although the Senate Finance has recently scrutinized PPLI policies—meaning that one must take the risk-reward calculus ...

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, ...