Posts Tagged Financial Planning Profits

Tax Implications of Using Life Insurance Cash Value for College Expenses

November 17th, 2017

When considering the use of life insurance as a college savings vehicle, many people think only of the death benefit proceeds, and in turn, they have the belief that someone has to die in order to “benefit” from the plan.

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Using Life Insurance to Save for College?

November 10th, 2017

The Policy Used Can Make a Difference

With the cost of a college education raising rapidly, parents and other loved ones who want to help out with a child’s future college expenses are seeking options. One of those possibilities is using life insurance.

But, while this financial vehicle can provide numerous college savings-related advantages, not all life insurance plans are created equal. So, it is important to ensure that clients who opt to use life insurance for college education costs are going with the proper option for their needs.

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3-Step System For Driving Your Financial Planning Profits In The Next 12 Months

June 14th, 2011

Are you ready to skyrocket your financial planning / college planning sales in the coming year?

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