Category: Gifting Strategies

Intrafamily Loans and How They Work

An intrafamily loan is a financial arrangement between family members—one who is lending and another who is borrowing. An intrafamily loan may be used to help a family member who

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Beneficiary

Do You Have Enough Life Insurance?

About 90 million Americans depend on life insurance for financial protection and retirement security.[1] An almost equal number say that they either do not have any life insurance or need

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Estate Planning

Who Should You Name as a Beneficiary?

The proceeds from your life insurance policy can benefit your loved ones in many ways, from paying off your outstanding debts to providing supplemental income for your spouse and children

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Estate Planning

Creative Uses for Life Insurance

According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a record-high number of American adults—approximately 102 million—either do not have life insurance or do

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