Ask These Questions Before Buying Life Insurance
November 13, 2017
The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a
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Year-End Tax Plan Sales Targeting Doctors, Business Owners
October 27, 2015
The last quarter of the year is historically an active time for physicians and business owners and their tax, legal and financial advisors. Given increased regulatory
LIfe Insurance for Doctors and Business Owners – Key Due Dilligence Questions for Buyers
December 17, 2013
The last two weeks of the year is high selling season for life insurance polices as doctors rush to fund various retirement plans and as
Doctors Lack Key Financial Planning Info
June 24, 2013
Recently, I read a 48-page report issued by AMA Insurance on financial preparedness among physicians, based on 2,500 respondents. Consensus: Many doctors feel they are
An Improperly Cancelled or Lapsed Life Insurance Policy Can Lead to Taxable Income
April 16, 2012
A recent Tax Court decision, Estate of Feder, T.C. No. 1628-10, T.C. Memo. 2012-10, January 10, 2012, shows advisors that the Tax Court had no trouble ruling
THE VAULT: Asset Protection, Cash Alternatives and Life Insurance – UPDATED
September 2, 2011
In the week ending august 14th another 24 Billion dollars left the securities market for the relative perceived safety of cash. These billions of dollars simply
LIFE INSURANCE – CREDITOR PROTECTED CASH ALTERNATIVE & WEALTH MULTIPLIER?
September 18, 2009
“What is an alternative to my current cash position that will protect my money from litigation?” By Ike Devji, J.D. Note: this article originally appeared