life insurance proceeds

10 estate planning tax facts you need to know

By Tax Facts Online | April 3, 2013

We've got the answers to some of your toughest estate planning tax questions.

10 life insurance tax facts you need to know

By Tax Facts Online | March 25, 2013

Your (and your clients') top 10 tax questions, answered.

Adding flexibility to estate plans

By Joe Kane | February 25, 2013

A survivor purchase option rider lets clients plan for the future, whatever it might hold.

Four questions, one answer: life insurance

By Kurt Fasen | January 30, 2013

Besides offering a death benefit, whole life can often solve many of your clients’ most common financial problems. Here are four examples.

The life insurance fiscal cliff: The end of a tax-preferred product class?

By Robert Bloink, William H. Byrnes | December 3, 2012

As fiscal cliff negotiations get under way, it's clear that life insurance tax benefits are not safe.

Obama's first offer on estate tax

By Arthur D. Postal | November 30, 2012

Estate tax levels would return to 2009 levels under the Obama administration’s first proposal to Republicans on how to avert the fiscal cliff.

LIMRA: More than 1 in 8 U.S. households may owe estate tax in 2013

By Warren Hersch | September 27, 2012

Should the current estate tax law expire at year-end without Congressional action, nearly 15 million U.S. households will have a potential estate tax liability, according to new research.

To gift or not to gift?

By Stephen O. Kroeger, CLU, HIA, M.B.A., David Bauer, CLU, ChFC, Jack F. Elder, J.D., LL.M. (Taxation) | September 1, 2012

Help your wealthy clients understand the current estate tax opportunity.

Multiple Cultures, Multiple Financial Needs

By Fabian Gonzalez | June 1, 2012

A new study highlights the areas where various cultures differ in their financial preparedness.