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Social Security and Life Insurance
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11/24/14
In our last article, we took on the complicated topic of taxation of Social Security (SS) benefits. We now examine some the problems associated with SS benefits and how the creative use of life insura …


How to Avoid Tax Disasters That Doom Finances
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11/24/14
We all know the tragic tale of the Titanic that ended in disaster when the great ocean liner hit an iceberg that no one saw. You might wonder what the sinking of a ship has to do with life insurance. …


Bryn Mawr Trust Economic and Market Quarterly: Fall 2014
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11/24/14
For the full year of 2014, Real Gross Domestic Product in the United States is expected to increase by 2.3%. Following the negative economic growth of 2.9% experienced in the first quarter the domest …


Are Deferred Annuities Becoming the Default 401(k) Investment?
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11/24/14
The IRS has cleared the path for 401(k) sponsors who wish to expand clients’ use of longevity insurance within 401(k)s by allowing target date funds (TDFs) to include deferred annuities, even for thos …


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The benefits of life insurance in qualified retirement plans.


Dec 10, 2014 Sponsored Education Online
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Practical Applications of "Life Insurance as an Asset Class"
Richard M. Weber, MBA, CLU, AEP
Uses of whole life insurance in 3 different scenarios .
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