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From the Guru of IRAs and stretch planning, 5 best arguments for life insurance

(besides the death benefit)

This just in from America's most well-known retirement accountant:


I do not sell life insurance. I am a tax advisor. And as a tax advisor, I can tell you that the single biggest benefit in the federal tax code is the income tax exemption for life insurance.

Life insurance should be a bedrock of any serious financial, retirement or estate plan, but it is not used nearly enough, even by those advisors who do sell life insurance. For planning purposes here, I refer only to permanent insurance, not term insurance.

Obviously, life insurance provides an income tax-free death benefit and people understand that. But besides the death benefit, here are five best points for encouraging more people to have life insurance to enhance their long-term financial security.

Read the rest of this great article by Ed Slott, CPA, as reported in National Underwriter.


Plus: 3 places your clients can find money for life insurance


Life insurance is the single biggest tax benefit in the tax code. While it is available to most clients, it is still not used as much as it should be. One reason is that many clients believe they don’t have the money to pay the premiums — but they do! Here are three sources of funds that most clients have, that are often untapped.

Read more here.
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