Life Insurance and Tax Planning

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.