6 tax opportunities to take advantage of now

6 tax opportunities to take advantage of now | LifeHealthPro.

You’re Never Too Old to Own Life Insurance!

Senior clients often assume they no longer have a need for life insurance. Before they ditch that life insurance plan, it’s important to advise them about the countless benefits life insurance can continue to provide—even in their retirement years. Many clients reach a point in their life when they begin to question the necessity of … Continue reading

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

A Planning Window Without The Pane: Tax Reform Act of 2010

Everyone in the industry knows that until the end of the day on December 31, 2012, a donor can give away that amount without fear of federal transfer taxes. Comparing the current planning environment to a game is not far-fetched when you consider that this is the seventh time in the last 11 years that … Continue reading