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October 11, 2017

Life Insurance and Tax Planning

Linda Thomas News

Life Insurance and Tax Planning

A tax-free death benefit is an important characteristic of life insurance. However, if the policy is not properly structured, unexpected tax consequences can occur – in both estate planning and business planning cases. These informative articles from Advanced Markets provide information on helping to ensure a tax-free death benefit and tips on what to look out for to avoid unexpected tax consequences. Life Insurance and the Triangle Problem. Transfer for Value and Business Planning. Employer-Owned Life Insurance. 

The Lincoln Life Leader Refuel Their Retirement

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