Whole life insurance is permanent insurance with a guaranteed premium, death benefit and cash value growth. It provides a death benefit and a savings component, called cash value, that increases ...

These complex products tie cash value growth to the performance of an index, but it’s important to understand the limitations ...

See the tax advantages and downsides.

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...

Taking out a loan against your life insurance policy does not count as taxable income. Learn how a taxable event occurs if ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

Recent release “Live Rich, Die Rich: How to Use High Cash Value Life Insurance and the Infinite Banking Concept as a Tax-Free Strategy to Supercharge Your Wealth” from Page Publishing author Barry ...

With today’s volatile markets, clients are increasingly anxious about having control of their money and easy access to cash. Our industry’s traditional product, participating whole life insurance, can ...

Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...

Capital for Life’s IUL Survey 2026 reveals how high-net-worth investors are using Indexed Universal Life for planning, liquidity, and ...

Learn how whole life works, the types of policies and who can benefit from this permanent life insurance Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...