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 ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

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) ...

Three-quarters of affluent clients said they haven’t discussed taxes with their financial professional, Rob Petzold, regional vice president with Kansas City Life, told members of an industry ...

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 ...

Any life insurance product, from term to universal life to whole life, shares a primary advantage; their death benefit is received by the beneficiary tax free, unless the policy owner breaks one of ...

I recently attended a charitable planning conference that brought together the top professionals from the charitable development sector with experienced attorneys, financial planners and accountants ...

<div class="Section1"><br /> <br /> With respect to the tax consequences to a corporation under an annuity or on living proceeds from endowment and life insurance ...