The director of the planned giving department at a charitable organization just sat down with the organization’s chief financial officer for their monthly meeting. In addition to the usual items on ...

With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...

You can maximize a life insurance policy and reap its benefits while you're alive by taking advantage of features like loans, withdrawals, and riders. You can also "sell" it and receive your life ...

Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?

Life insurance can be a complex product, and it’s important to research the options thoroughly before purchasing. Some common ...