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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
    • Life Insurance as an Investment Alternative
    • Convert Social Security Income into Millions
    • Charitable Gifting Strategies
    • Life Insurance Policy Review
    • Selling Your Life Insurance Policy
    • Life Expectancy Insurance Strategies
    • Maximize Your IRA, 401(k), and Annuities
    • Guaranteed Lifetime Income Solutions
    • Create Your Own Inheritance
    • Tax-Free Retirement Income With Life Insurance
  • Services
    • Policy Review
    • Estate Planning
    • Legacy Planning
    • IRA Solutions
    • Charitable Gifting
    • Asset Protection
    • Income Planning & Annuities
    • Portfolio Insurance
    • Life Settlements
  • Media
    • “Money Matters” CBS 12 TV
    • Die Rich TV with Howard Kaye
    • In Sure Wealth PBS WXEL TV
    • Videos
  • Resources
    • Estate Planning Guide 2017
    • Informational Reports
    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us

Portfolio Insurance

Home » Blog » Portfolio Insurance
 How to Guarantee Tax-Free Retirement Income by Investing in Life Insurance
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How to Guarantee Tax-Free Retirement Income by Investing in Life Insurance

“There are only two guarantees in this life, death and taxes.” This popular saying is usually attributed to Benjamin Franklin circa the 1780’s but has certainly come into much wider use since the [...]

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 Does Term Insurance Have Value as an Investment Alternative? What Your Financial Advisor May Not Know
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Does Term Insurance Have Value as an Investment Alternative? What Your Financial Advisor May Not Know

“The market always bounces back.” “Own your age in bonds.” “Only risk what you’re willing to lose.” These are all common investment sayings you may have heard, possibly even from your own [...]

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 Is Life Insurance Taxed? What Investors Must Know for Estate Planning
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Is Life Insurance Taxed? What Investors Must Know for Estate Planning

Clients routinely inquire about whether their life insurance policy will bring an additional tax burden to their loved ones. In fact, how to avoid such a burden is an issue that I frequently [...]

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 The Advantages of Life Insurance vs Annuity Death Benefits for Wealth Transfer
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The Advantages of Life Insurance vs Annuity Death Benefits for Wealth Transfer

Clients often ask me about the role of their annuities in legacy planning. There is a wide range of options available for creating an annuity, including some with death benefits, so it is [...]

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 Portfolio Insurance: A New Spin on Wealth Creation
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Portfolio Insurance: A New Spin on Wealth Creation

For some of our clients, investing in the stock market isn’t just a financial planning strategy. It’s a way of life. They enjoy investing, and they don’t want to give it up just because most [...]

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Recent Posts
  • Changing the Way You Buy Life Insurance
    February 15, 2018
  • The Qualified Charitable Distribution Rules in 2018 That Will Impact Your Estate
    The Qualified Charitable Distribution Rules in 2018 That Will Impact Your Estate
    December 14, 2017
  • The Guaranteed Income Annuity Pros and Cons for Retirement Income Planning
    The Guaranteed Income Annuity Pros and Cons for Retirement Income Planning
    December 12, 2017
Categories
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Howard Kaye Insurance Agency, LLC.

1800 N. Military Trail
Suite 170
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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