Equitable Life Dividend Scale Update

dividends

Equitable Life’s Board of Directors approved a change in the dividend scale from 6.35% to 6.2% to reflect the downward pressure experienced in the participating account due to the low interest environment. The new rate is in effect from July 1,2019 to June 30, 2020. Equitable Life Approved a New Dividend Scale Effective July 1, […]

Charitable Giving and Life Insurance

shared ownership critical illness

There are three main methods by which a donor can gift life insurance to a charity. Life insurance can be a great way to facilitate charitable giving, the following article breaks down these strategies and their tax implications.   Introduction In this Tax Topic, we look at the basic rules relating to charitable giving through life insurance and in particular, the methods […]