Top

intelligence YOU NEED

Explore Data

POWERED THROUGH PARTNERSHIP

Learn More
  • Premium Deposit Account: A Policy’s Friend with Tax Benefits

    If you have a client who is ready to make a one-time payment on a life insurance policy, you’ll want to make sure they keep all the tax advantages that life insurance policy has to offer. Many policies that are paid for with a substantial single premium exceed the annual premium limit guidelines. This causes the policy to become a modified endowment contract (MEC) with potential tax penalties.

BY Real People

Karen Joyner
Co-Founder / Chief Strategy Officer
Co-Founder / Chief Strategy Officer
David Lear
Co-Founder / Chief Financial Officer
Co-Founder / Chief Financial Officer
Orion Robillard
President / Chief Technology Officer
President / Chief Technology Officer
Sydney Presley
Director of Product
Laura Stribling
Manager of Data Integrity
Kasey Gammons
Senior Analyst
Zaahirah Souri
Product Analyst
Ami Amega
Product Analyst
Meet the Team

If you are interested in partnering with LifeTrends, we want to hear from you.