A life insurance death benefit is paid tax-free and there are tax-advantaged ways to access cash value ...

Life insurance strategies could help wealthy families remove assets from their estates while acting as the collateral for loan financing and a source of tax-free distributions. Processing Content ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these financial strategies to maximize your estate.

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Generally, life insurance death benefits that are paid ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. The primary purpose of life insurance ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

Heckerling experts warn advisors about policy management risks and tax traps that can derail permanent life insurance ...

The main point of life insurance is to provide financial support for your loved ones after you pass away. But life insurance offers various tax benefits including ones that you can take advantage of ...

Indexed universal life (IUL) insurance offers a unique blend of life insurance protection and the potential for cash value growth linked to market indexes. One of the primary tax advantages of IUL ...

The richest of the rich can use life insurance to avoid estate and income taxes. Private-placement life insurance is perfectly legal — unless a new bill passes. A financial advisor tells BI how the ...