![Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.](https://www.gwadvisors.net/wp-content/uploads/2021/12/AdobeStock_1267126911-460x305.jpg)
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
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![Life insurance underwriting process image shows documents, calculator and pen](https://www.gwadvisors.net/wp-content/uploads/2019/05/life-insurance-460x305.jpg)
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
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![Irrevocable life insurance trusts with umbrella covering dollar sign from rain.](https://www.gwadvisors.net/wp-content/uploads/2019/05/rainy_day-460x305.jpg)
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
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