Understanding the Tax Implications of Life Insurance: Part 3

Producers Roundtable Questions were posed to three top producers regarding some of the practicalities and issues surrounding the use of life insurance in tax planning. (Click here to read part I and part II.) Q. What do you view as the most significant threats to the way life insurance is currently treated and to the use of … Continue reading

Understanding the Tax Implications of Life Insurance: Part 2

Producers Roundtable Questions were posed to three top producers regarding some of the practicalities and issues surrounding the use of life insurance in tax planning. (In Part I, it was discussed how agents can get up to speed on the tax implications of life insurance and why that knowledge is relevant. To read it, click … Continue reading

Understanding the Tax Implications of Life Insurance, Part 1

Producer Roundtable Questions were posed to three top producers regarding some of the practicalities and issues surrounding the use of life insurance in tax planning. Q: The tax ramifications of life insurance can be extremely complex, and, as such, it can be a fairly intimidating issue for some producers to address. Can you talk a … Continue reading