Tax-Deductible Life Insurance and Qualified Plans
Why would anyone purchase insurance in Qualified retirement plan? This seems counter intuitive as a retirement plan is for investment...
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Barry Boscoe
- Jun 19
Employer Owned Life Insurance TAX Trap
Life insurance death benefits are normally tax free. However, there is a tax trap to be aware of when purchasing employer-owned life...
Barry Boscoe
- Feb 28
The Least Understood Tax Shelter
Who would have ever considered life insurance to be a tax shelter? This is not a negative but instead a very positive result. Where can...
Barry Boscoe
- Dec 1, 2022
Long Term Care Insurance is Changing
For many years the federal government and various states have provided incentives for individuals to purchase Long Term Care insurance...
Barry Boscoe
- Dec 1, 2021
Why Review In-force Life Insurance Policies
When is a good time to review your life insurance policies? Most people after purchasing their life insurance, put it in a drawer and...
Barry Boscoe
- Nov 1, 2021
The Gift of Life
The death of a child is a parent’s worst nightmare, especially if young children are involved Young children present an unexpected,...
Barry Boscoe
- Nov 1, 2021
Securing the Right Beneficiary
How sad it is when the wrong beneficiary is able to receive the proceeds of one’s life insurance? This is an all too common problem...
Barry Boscoe
- Nov 1, 2021
What you need to know about Life Settlements
A life settlement occurs when a third party purchases an existing life insurance policy for more than its cash surrender value. This is a...
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