State Guides
Life Insurance Education Center
Comprehensive educational resources about life insurance policy options, regulation, taxation, and financial considerations.
Featured Guide
What Is a Life Settlement?
The Complete Guide to Understanding Life Settlements, Regulation, Eligibility, Risks, and Alternatives.
A comprehensive educational guide covering how life settlements work, who may qualify, regulatory protections, tax considerations, risks, and available alternatives before surrendering a life insurance policy.
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Financial & Estate Planning
Life Insurance in Qualified Pension Plans: 412(e)(3) Considerations
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Financial & Estate Planning
Medicaid and Life Insurance: Asset Rules Every Family Should Know
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Financial & Estate Planning
Deferred Compensation Life Insurance: Unwinding the Arrangement
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Financial & Estate Planning
Life Insurance Beneficiary Disputes: Common Causes and Protections
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Financial & Estate Planning
Life Insurance and Probate: When Policies Get Stuck in the Estate
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Financial & Estate Planning
Key Person Life Insurance: Options When the Key Person Leaves
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Financial & Estate Planning
Estate Planning After the TCJA: What Changed for Life Insurance
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