| A qualified expert providing life insurance product consulting services to the insurance and legal services industries. Specializing in these Life Insurance consulting services: - Marketing, Training & Sales Support
- Product Design & Development
- Expert Witness on Litigation Matters
For more details on the services available, please visit the Services page. Contact Theodore E. Affleck via email, phone, or letter as the initial step in the process of determining if he would be a suitable expert / resource for your company. | LATEST NEWS Life insurance policies enjoy favorable income tax treatment from the IRS, including deferral of tax on any growth in the policy’s cash value and the tax-free receipt by beneficiaries of life insurance death benefits. In order to enjoy this favorable tax treatment however, each life insurance policy must satisfy the terms of IRC Section 7702 which essentially dictates the relationship between premiums, cash values, and death benefits and also mandates the mortality table that each life insurance policy must utilize.
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