---
title: "BSMG Blog: Protecting the Future of Families and Businesses | Tax Season"
description: Tax Season | Retirement topics, insurance news, annuity and life insurance broker tips
---

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# BSMG Blog: Protecting the Future of Families and Businesses

- Blog

<https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-life-insurance>

## [Top 6 Tax Advantages of Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-life-insurance)

 BSMG [Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance), [Tax Season](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-season), [Tax Planning](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-planning)   
 No Comments 14 Mar 2017

Whether purchased for accumulation, retirement income or for the death benefit, life insurance has many tax benefits. With tax season in full swing, there's no better time than the present to educate your clients on the unique tax advantages associated with owning a life insurance policy.

We asked our in-house tax expert for a summary of the tax advantages of life insurance versus other asset types including; IRAs, NQ Deferred Annuities, Corporate Bonds and U.S. Government Securities. These are the top 6 tax advantages worth discussing with your clients.

[Read More](https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-life-insurance)

<https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-annuities>

## [Tax Advantages of Annuities](https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-annuities)

 BSMG [Tax Season](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-season), [Annuities](https://life-annuity-blog.specialtyprogramgroup.com/topic/annuities)   
 No Comments 9 Mar 2017

We all balk at the many get rich quick schemes clients may be exposed to today. However, have you ever stopped to think about whether their current investment strategy is driving them to slowly go broke?

By the time taxes and inflation eat into your client's already modest gains made on a bank savings account, money market, or CD, their purchasing power is dwindling, ever so slowly. So slowly, in fact, that it's almost imperceptible. 

[Read More](https://life-annuity-blog.specialtyprogramgroup.com/tax-advantages-of-annuities)

<https://life-annuity-blog.specialtyprogramgroup.com/a-brief-history-of-estate-gift-taxes>

## [A Brief History of Estate & Gift Taxes](https://life-annuity-blog.specialtyprogramgroup.com/a-brief-history-of-estate-gift-taxes)

 BSMG [Tax Season](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-season), [Estate Planning](https://life-annuity-blog.specialtyprogramgroup.com/topic/estate-planning), [Tax Planning](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-planning)   
 1 Comment 1 Dec 2016

Estate and gift taxes have provided a source of revenue for the United States government for over 150 years and have had many variations. Now that we'll have a Republican president and a Republican majority in the Senate and House of Representatives, what's in store for the future of these taxes? To fully understand how Estate and Gift Taxes could be affected by the political and economic environment, let's take a look at a brief history of how these taxes have evolved. 

[Read More](https://life-annuity-blog.specialtyprogramgroup.com/a-brief-history-of-estate-gift-taxes)

### Posts by Topic

- [Life Insurance (21)](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance)
- [Insurance Industry News (15)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-industry-news)
- [Fiduciary (8)](https://life-annuity-blog.specialtyprogramgroup.com/topic/fiduciary)
- [Advisor Marketing Tips (6)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advisor-marketing-tips)
- [Annuities (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/annuities)
- [Communication Tips for Advisors (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors)
- [Retirement (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement)
- [Sales & Prospecting Tools for Advisors (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/sales-prospecting-tools-for-advisors)
- [Advanced Markets (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advanced-markets)
- [Insurance Products & Solutions (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-products-solutions)
- [Insurance for Small Business Owners (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-for-small-business-owners)
- [Long Term Care (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/long-term-care)
- [Retirement Planning Strategies (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-planning-strategies)
- [Risk Differentiation Underwriting (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/risk-differentiation-underwriting)
- [Tax Season (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-season)
- [Term Life Insurance (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/term-life-insurance)
- [Underwriting (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/underwriting)
- [Annuity (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/annuity)
- [Estate Planning (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/estate-planning)
- [LTC (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/ltc)
- [RMD (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/rmd)
- [Retirement Income (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-income)
- [Retirement Reform (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-reform)
- [Tax Planning (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-planning)
- [Advanced Sales (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advanced-sales)
- [Best Interest Standard (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/best-interest-standard)
- [Business Succession (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/business-succession)
- [Buy Sell Agreement (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/buy-sell-agreement)
- [Financial Advisor Tools (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/financial-advisor-tools)
- [Fixed Index Annuities (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/fixed-index-annuities)
- [ILITs (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/ilits)
- [IRAs (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/iras)
- [Linked Benefits (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/linked-benefits)
- [NAIC (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/naic)
- [Policy Review (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/policy-review)
- [Required Minimum Distributions (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/required-minimum-distributions)

see all

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