Life Insurance: Family Protection, an Investment Vehicle, or Both?

  • by AGD Staff
  • Sep 30, 2024
AGD Impact columnist Wesley W. Lyon II, CPA, CFA, delves into the dual role of life insurance as both family protection and an investment tool. Explore the benefits and pitfalls of using insurance as an investment, the impact of fees and commissions, and whether life insurance can be a tax-free advantage or a potential tax trap.

Read.