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

December 17, 2021

Presented by Ben Murphy, CPA, PFS™: 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 understanding Read More...
To Buy or Not to Buy . . . When Do You Need Life Insurance? Image shows hands protecting family and house.

September 17, 2021

Presented by Michael G. Wendlandt: Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need Read More...
Life insurance underwriting process image shows documents, calculator and pen

June 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But 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...
Life insurance underwriting process image shows documents, calculator and pen

May 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Understanding the life insurance underwriting process can help set your mind at ease. While no two Read More...