Most insurance companies have announced their 2018 whole life insurance dividend rate and payout for the upcoming year.
This years announcement is trending with continued declines in declared dividend rates for most companies. Some companies have made it easy to learn what the dividend rate will be for the upcoming year. Others, prefer to hide the information or just not publish it at all.
Taking the time to complete a life insurance policy review can be critical.
Changes to policy dividend and crediting rates can have a significant impact on a policies performance.
Failure to do so can result in a policy lapsing before the insured dies.
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.
When properly structured, proceeds from a life insurance policy are completely tax free.
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.
When properly structured, proceeds from a life insurance policy are completely tax free.
Northwestern Mutual announces they will be laying off hundreds of employees by March 31, 2017.
This announcement comes a few months after Northwestern Mutual announced they will be reducing their dividend scale interest rate by more than 8-percent for all Northwestern Mutual dividend based insurance products.
On October 26, 2016, the CEO of Northwestern Mutual announced a .45-percent dividend scale interest rate reduction to its policyowners.
The scope of this reduction will negatively impact the performance of all dividend based Northwestern Mutual policies.
![[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%](https://m3c9f7m7.rocketcdn.me/wp-content/uploads/2016/09/fi-restricted-property-trust-case-study-400x250.png)
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution.
Discover how Bob was able to reduce his taxable income by utilizing a Restricted Property Trust.
