In the fourth installment of Triscend’s “It’s Time to Modernize Executive Retirement Benefits” series, guest author, Jason Konopik, a Fellow in the Society of Actuaries, from AMZ Financial, discusses ...

If, before retiring, an insurance agent enters into an irrevocable agreement with the insurance company to receive renewal commissions in level installments over a period of years, only the amount of ...

Capital Split-Dollar Plan® (CSD) has been available for over 25 years and is based on solid, “black letter” tax law. CSD can be used in several ways. It can be used to fund tax-free retirement income, ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

Hang Seng Insurance announced the launch of the enhanced version of the FortuneLife Deferred Annuity Life Insurance Plan1 ('FortuneLife'), a Qualifying Deferred Annuity Policy ('QDAP'). This updated ...

Permanent life insurance generally provides coverage for your entire life and builds tax-deferred cash value. There are several types of permanent life insurance, including whole life insurance and ...

Self-employed individuals pay Social Security taxes through self-employment (“SECA”) taxes rather than FICA taxes. Deferred compensation of self-employed individuals is usually counted for SECA tax ...