life settlement taxation

Mistakes to Avoid When Selling Your Life Insurance Policy

Selling your life insurance policy can be a valuable financial decision, especially when you no longer need coverage or could…

Are Life Settlement Proceeds Taxed?

If you're considering selling your life insurance policy, one important question to address is: are life settlement proceeds taxed? The…

Accountants, CPAs Discovering Hidden Value in Life Insurance

Most calls we have fielded from CPAs and Accountants over the past 15 years have been around cost basis. Accountants…