Year-End Insurance Planning

Year-End Insurance Planning

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As we share our tips for year-end tax planning, we also would like to share year-end insurance planning opportunities from Jeri Turley, president and Eric Hieber, principal, of BCG Companies.

Year-end is a great time to evaluate opportunities to utilize life insurance in various aspects of financial planning.  And, carriers are working hard to meet year-end sales objectives which may provide clients with opportunities to obtain improved pricing dynamics.

In this article we address the following strategies:

  • Leveraging annual gifts using life insurance
  • Taking advantage of the low interest rate environment
  • Year-end policy performance reviews

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About the Author

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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