The Advisor’s Guide to Life Insurance Taxation
The Advisor’s Guide to Life Insurance Taxation provides a quick reference to answer common client questions and identifies more complex areas where the PPI Planning Servies team may be required. Here are some of the common questions we answer in this guide:
- When is there a disposition of a life insurance policy?
- What is a policy loan?
- Is the growth in an exempt life insurance policy subject to the passive investment rules?
- What is an insurance trust?
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