Benefits Lesson

Tax on Life Insurance Benefits

Leaving your estate to someone will most likely end up in a taxable event, reducing the estate value and putting a burden on your heirs. Life insurance death benefits

Lesson Script

What This Video Covers

Leaving your estate to someone will most likely end up in a taxable event, reducing the estate value and putting a burden on your heirs. Life insurance death benefits
Insurance Terms to Know

Professional Services Exclusion

A professional services exclusion removes coverage for claims arising from professional services, often requiring separate professional liability coverage.