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Cleaning Out the Attic, Analyzing My Life Insurance, and Other Tasks I Never Get Around To
Life Insurance: How Much is Enough?
Capturing Insurance Capacity
Do Your Homework on Indexed Universal Life Insurance
How to “Settle” for More: Creating Excess Value with Life Settlements
A Closer Look at Indexed Universal Life
Estate taxes can be paid with a client’s assets or with life insurance. Without planning, many affluent individuals will pay up to 40% of their taxable estate to the IRS at death.
Instead of saving money for the IRS bill, why not use that money to buy life insurance for heirs?