Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

January 17, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly structured, the beneficiaries receive the death proceeds income tax-free. By Read More...
Life insurance underwriting process image shows documents, calculator and pen

June 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The primary purpose of life insurance is to provide financial security for families and Read More...
Irrevocable life insurance trusts with umbrella covering dollar sign from rain.

May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...