Life Insurance For Foreign Nationals

Life Insurance For Foreign Nationals

Katz Life Group provides coverage for foreign nationals in various countries.  Coverage, ratings and cost of insurance will vary by country.  Also, life insurance carriers might limit coverage to those living in certain cities or decline others who live in other areas. Coverage in countries like Afghanistan will many times be declined, as well as other countries where the political…

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Battle Over Bush Era Tax Cuts Effects Your Life Insurance Needs

Battle Over Bush Era Tax Cuts Effects Your Life Insurance Needs

What will be the future of Bush era tax cuts?  The senate is laying down battle lines, especially with regard to estate tax policy.  Both parties are displaying their divide over tax policy that they want voters to see before 2012 elections. If Bush tax cuts expire income tax rates for the highest earners will increase from 36% to 39%….

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Estate Tax Going Up?

Estate Tax Going Up?

Senate Democrats have introduced tax legislation that would return the federal estate tax to levels last seen in 2009. Families are having to rethink their tax planning activities.  Not only might the estate tax be increased, but there is a possibility income tax rates will increase as well.  Changes in tax laws and new tax imposed through the Patient Protection…

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Single Premium Immediate Annuities

Single Premium Immediate Annuities

Looking for a good return on your money?  Here is an example of a payout on a single premium immediate annuity, SPIA: Non qualified contract – immediate payment     $100,000 (hypothetical cases) Life only guaranteed monthly income: Age 65 – female     $535.65/month Age 70 – male        $671.97/month Age 75 – female     $716.29/month…

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Unique Products & Strategies For Life Insurance

Unique Products & Strategies For Life Insurance

Some new life insurance products recently introduced to the market by several carriers allow for unique strategies for insureds. Now, estate preservation and planning, income replacement and other strategies are available.  Our professional team, backed by many years of agency experience and support can guide insureds through the process and provide the best products for ones circumstances and needs. For…

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Life Insurance Premium Financing

Life Insurance Premium Financing

Many insureds require life insurance but have their assets at work earning interest and revenues from productive assets. In many cases insureds have assets but not the liquidity needed to pay required premiums the face amount of life insurance required to protect one’s estate. Katz Life Group believes in employing OPM – Other People’s Money. Lenders currently have funds available…

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Clear Results For Life

Clear Results For Life

Welcome to Katz Life Financial. We provide consulting, commercial lending, and services related to life insurance such as new issuance of life policies, life settlements and life insurance premium financing. We write life insurance cases of all sizes, from small term policies to large face policies for high net worth individual to large face cases requiring life insurance premium financing….

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