Mutually Speaking
Four Tax Tips for Military Members
Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…
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Tax Implications of 1035 Exchanges
Typically, when a policy owner withdraws money from or surrenders (cancels) a permanent...
What to Expect from a Life Insurance Medical Exam
When you apply for life insurance, you may be asked to undergo a medical exam. This exam...
Employer-Sponsored Group Term Life Insurance vs. Individual Life Insurance
When you start a new job, you may be given a benefits package that includes a life...
Understanding Family SGLI: Is It Enough?
Upon joining the military, a servicemember is automatically provided with $500,000 of...
Converting Term to Permanent Insurance
Term and permanent life insurance can play different roles in your insurance strategy....
Life Insurance and Taxes
Nothing is certain except death and taxes – except when it comes to life insurance. In...