You can maximize a life insurance policy and reap its benefits while you're alive by taking advantage of features like loans, withdrawals, and riders. You can also "sell" it and receive your life ...

With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...

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

・The FAFSA does not count the cash value of a life insurance policy as an asset. ・A life insurance payout may count as income if it’s reported on your tax return. ・Once that payout sits in a checking, ...

Most financial professionals pride themselves on knowing the full scope of what’s available to their clients. But for too many, life settlements remain a blind spot: misunderstood, mischaracterized, ...

Surprises are a constant companion of life. Some of them are good, like birthdays and weddings. Others are unpleasant, like sudden ailments and accidents.

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