Life Insurance

Permanent life insurance shares notable characteristics with an asset class many physicians own — real estate — particularly in the realm of tax advantages.

Residency to Retirement is a content collection on Healio designed to help physicians and other health care providers make the most of their money.

Physicians generally use life insurance to achieve certain wealth planning goals — from protecting the family against the risk of a breadwinner’s early death to providing an estate for heirs and more.

A retrospective study revealed that industry-sponsored clinical trials have enrolled significantly more participants than federally sponsored trials over the past decade.

Nonqualified plans offer a valuable alternative or supplement to qualified retirement plans for physicians seeking to enhance their retirement savings.

As an orthopedic surgeon and an attorney/wealth manager who has worked with more than 1,000 physicians, we know that asset protection and tax planning are two of the highest interest planning areas for orthopedists.

In the latest installment of Residency to Retirement, experts outlined five success factors that physicians should consider incorporating into their permanent life insurance policy.

In other articles for Residency for Retirement, we have explained that permanent life insurance, also called cash value life insurance, has tremendous tax, wealth accumulation, asset protection and estate planning benefits.

One of the most important components of a sound financial strategy is to mitigate risk.

One of the most important components of a sound financial strategy is to mitigate risk.