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165 East High Street Suite 102
Moorpark, CA 93021
(844) 954-3348
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Are Life Insurance Proceeds Taxable
Great news...Since life insurance premiums are typically paid with after-tax dollars (money that has already been taxed), life insurance proceeds payable to a named beneficiary (a real person) are free of federal income tax. So, 100% of the benefit is tax free. ...

Getting Retirement Ready with Life Insurance
  Planning for retirement can be a struggle. When seeking a strategic approach, it may be helpful to think of each dollar that’s being put toward retirement as going through three phases: contribution, accumulation and distribution. To help achieve a financially solid base for retirement, the funds ideally would grow in each phase....