Charitable Giving Using Life Insurance

Charitable Giving Using Life Insurance

by | Dec 21, 2019 | Insurance

Many of us have charitable objectives.  We would like to repay society for the blessings we’ve received and, at the same time, fulfill a desire to “give back” to those who have given us so much.  But many of us may feel somewhat frustrated—having the desire to...
Tax Planning With Life Insurance

Tax Planning With Life Insurance

by | Nov 9, 2019 | Insurance

A cash value life insurance policy is a product that helps to secure the financial futures of families upon the death of an individual and enjoys a very favorable tax status.  While payments into the policy are generally not tax-deductible (unless the policy is bought...
Section 79 Plans Offer More Than Just Term Insurance

Section 79 Plans Offer More Than Just Term Insurance

by | Aug 13, 2019 | Insurance

Most small business owners and professionals are very familiar with group term life insurance programs – particularly those that offer up to $50,000 of term life insurance to employees.  These programs, sanctioned by Section 79 of the Internal Revenue Code, also...

How much Life Insurance coverage do you need?

by | Sep 12, 2018 | Insurance

The purpose of life insurance is to make life easier for your relatives once you leave this world. All people who have financial dependents, if they have small children, if they are paying a mortgage, if they have a partner in a business, if they are saving for...