Is Life Insurance taxable?

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Generally, the answer is “no,” life insurance death benefits are not subject to Federal Income tax. However, there are some exceptions that can cause a life insurance death benefit to be included in an insured’s estate and subject to Federal estate tax and estate administrative expenses.  The three typical situations when life insurance is included in a decedent’s gross estate …


Orthopedic Surgeon Life and Disability Insurance: What a difference a decade makes

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By Jamie K. Fleischner, CLU, ChFC, LUTCF President, Set for Life Insurance It’s amazing what can change in a decade. Today I reviewed an existing client’s insurance and a lot has changed since we first started working together in 2000. My client, “Dr. Foot” is an orthopedic surgeon living in New York who first came to me when he was …