Harry J. Keppert, Jr. - Independent Insurance Agent
As an Independent Life Agent my goal is to help my clients determine the appropriate type and amount of Life insurance needed to protect the financial security of their loved ones.
Working together we can evaluate your needs and budget and identify an appropriate product to accomplish your goals.
Contact me for a FREE No Pressure, No Obligation Needs Analysis and Quote. See below for useful Insurance Calculators and articles.
Is Life Insurance a Sound Investment?
Most people don’t look at life insurance from an investment perspective. However, it is becoming a popular option among corporations and trusts because it provides the best after-tax returns compared to other investment vehicles.
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Life Insurance Dividends
Insurance policy dividends that the insurer keeps and uses to pay the taxpayer’s premiums are not taxable. However, interest paid on dividends left to accumulate with the insurer is taxable as interest income. This term shouldn’t be confused with dividends paid on stock owned in an insurance company, which are taxable.