Update May 2021 "Manhattan U.S. Attorney Audrey Strauss said: “As they admit, Swiss Life and its subsidiaries sought out and offered their services to U.S. taxpayers to help them become U.S. tax evaders. The Swiss Life Entities offered private placement life insurance policies and related policy investment accounts to U.S.
After 35+ years of serving clients in the life insurance industry, I’ve seen many clients navigate the task of beneficiary assignment. On that same note, “Chris, is life insurance part of an estate?” rings through my office plenty of times during one week. And for good reason. Life insurance
In this post, we examine a vital and often overlooked aspect of life: end-of-life (EoL) planning. Many individuals need help making financial, legal, and medical decisions toward the end of their life. Here, we look at end-of-life planning, it’s impact, and whether it’s genuinely necessary. Plus,
Leaving a legacy means knowing what happens to debt after you die, which is why we’re diving into that topic in this post. After all, it’s tricky enough being financially savvy in the land of the living, let alone worry about debt when life ends. Here,
7 Actionable Steps To Take When Someone Dies We all think we’ll be here forever, then one day there’s an accident or a diagnosis that changes everything in a split second. Do we really know the important things to do when someone dies?