Insurance Planning

The Impact of a Tax-Free Death Benefit

The Power of Life Insurance

What is the Power of Life Insurance?

Life insurance death proceeds are generally received on an income tax-free basis. If the life insurance policy is owned by an Irrevocable Life Insurance Trust, they can also be generally received estate tax-free. To match these results would require higher rates of return and possibly greater risk in an investment subject to income taxes or estate taxes.

How Does it Work?

Estate
Planning

Charitable
Planning

Retirement
Planning

Business
Planning

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