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  • Home
  • About
    • Why Howard Kaye?
    • Why Life Insurance?
    • Advisor’s Difference
    • Creating Wealth
    • Meet the Team
    • Events
  • Strategies
    • Discount Estate Tax Costs Up to 90%
    • Give Away Your Estate Twice
    • Create Your Own Inheritance
    • Selling Your Life Insurance Policy
    • Life Insurance as an Investment Alternative
    • Charitable Gifting Strategies
    • Maximize Your IRA, 401(k), and Annuities
    • Saving Money with Life Expectancy Insurance Strategies
    • Convert Social Security Income into Millions
    • Tax-Free Retirement Income With Life Insurance
    • Guaranteed Lifetime Income Solutions
  • Services
    • Life Insurance Portfolio Review and Stress Test Analysis
    • Estate Planning
    • Legacy Planning
    • IRA Solutions
    • Charitable Gifting
    • Protect Assets with Life Insurance
    • Retirement Income Planning Annuities
    • Portfolio Insurance
    • Life Settlements
  • Media
    • Life Insurance Education Series
    • “Money Matters” CBS 12 TV
    • Die Rich TV with Howard Kaye
    • In Sure Wealth PBS WXEL TV
    • Video Archive
  • Resources
    • Estate Taxes By State 2022 Guide
    • Informational Reports
    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us

Blog

Home » Blog » Page 9
 Retirement Planning with Fixed-Index Annuities: The Potential for Return but with Lower Risks
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Retirement Planning with Fixed-Index Annuities: The Potential for Return but with Lower Risks

I recently met with a client, Bob, who is a 65-year-old doctor approaching retirement. He has a defined benefit pension and Social Security, but he really wants to grow his portfolio assets [...]

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 Strategizing Asset Protection Through Life Insurance and Protecting Heirs from Creditors
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Strategizing Asset Protection Through Life Insurance and Protecting Heirs from Creditors

If you make enough money in your life, there is a good chance you’ll be on the receiving end of a frivolous lawsuit. It’s unfortunate but true that the United States is a pretty “sue-happy” [...]

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 How Life Insurance Rates Are Determined and Lowering Yours With the Life Expectancy Approach
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How Life Insurance Rates Are Determined and Lowering Yours With the Life Expectancy Approach

Most of the clients who walk through the doors of our offices are older individuals looking to plan for estate taxes and manage their benefits for their heirs. One such client was a man who’d met [...]

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 Hybrid Life Insurance and Long-Term Care Products Eliminate Use-It-or-Lose-It Risk
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Hybrid Life Insurance and Long-Term Care Products Eliminate Use-It-or-Lose-It Risk

Should you buy long-term care insurance? It’s a loaded question and the answer often requires tough conversations with your family about the future. You may also find yourself running financial [...]

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 Creating a Life Insurance Trust Can Help You Hang Onto Your Property Holdings
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Creating a Life Insurance Trust Can Help You Hang Onto Your Property Holdings

A lot of my clients are more property rich than they are cash rich, meaning the bulk of their wealth is in the land and properties they own. It’s not uncommon for me to run into clients who [...]

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 Do You Need Joint Last Survivor Life Insurance for Your Estate Plan?
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Do You Need Joint Last Survivor Life Insurance for Your Estate Plan?

“Who should we insure?” It’s a common question we hear when we’re helping a couple create an estate plan. After all, just insuring the older of the two spouses isn’t a guaranteed way to provide [...]

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 The Impact of Taxes on Your Portfolio Returns and How to Avoid Them with Life Insurance
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The Impact of Taxes on Your Portfolio Returns and How to Avoid Them with Life Insurance

How would you feel if you found out that you were the sole beneficiary of your uncle’s $1 million IRA? Probably pretty good. But what if you then found out that, after paying income and estate [...]

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 Why Life Insurance Is the Best Choice for Business Continuation
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Why Life Insurance Is the Best Choice for Business Continuation

Every business owner knows that a continuity plan for that business is imperative. But the way businesses are passed on isn’t exactly simple, especially when you’re dealing with a corporate [...]

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 As Long-Term Care Costs Continue to Rise, Be Prepared with Life Insurance and Annuities
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As Long-Term Care Costs Continue to Rise, Be Prepared with Life Insurance and Annuities

Did you know about 70% of people older than age 65 will, at some point, need long-term care (LTC)? Unfortunately, most of those people won’t realize they need this care until it’s too expensive [...]

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 Estate Planning Using Charitable Remainder Trusts Increases Income While Reducing Taxes
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Estate Planning Using Charitable Remainder Trusts Increases Income While Reducing Taxes

[avatar user=”firstpagesage” size=”thumbnail” align=”center” /] [avatar user=”firstpagesage” size=”thumbnail” [...]

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Howard Kaye Insurance Agency, LLC.

2500 North Military Trail
Suite 312
Boca Raton, FL 33431


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Call: 800-DIE-RICH
Phone: 561.417.5883
Fax: 561.417.3558

hkaye@howardkayeinsurance.com

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