Monthly Archives: August 2021

Shifts in the Economy Prompt Changes to Decades-Old Life Insurance Tax Code

In December 2020, Section 7702 of the U.S. Internal Revenue Code IRS tax code was amended, resulting in the first major change to the tax code since 1984. If you’re not familiar with it, Section 7702 was created specifically to … Continue reading

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Are Your Life Insurance Clients Underinsured?

Next month signals not only the beginning of fall, but also the start of Life Insurance Awareness Month (LIAM). Every year during the month of September, Life Happens, a nonprofit organization dedicated to helping consumers take personal financial responsibility through … Continue reading

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