Life insurance is a complex beast – and managing it for your maximum benefit can be made easier with the help of Seeman Holtz.

“Beware that an employer-owned life insurance contract might not qualify for the usual exclusion from regular income tax. An “employer-owned life insurance contract” (a term that applied to much more than one would think) does not receive the exclusion unless certain notice and consent requirements are met…” [ Read more here ]

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