Westview Insurance Services, Inc.

Westview Insurance Services, Inc. Westview Insurance Services, Inc. is an independent financial advisory firm that provides comprehensive wealth management services.

We specialize in designing unique and sophisticated life insurance plans to secure and expand our clients' objectives.

The 401(k) vs. IRA debate. Not one mention of the huge tax consequences for taking early distributions. In index unive...
07/21/2015

The 401(k) vs. IRA debate. Not one mention of the huge tax consequences for taking early distributions. In index universal life insurance, money inside of the policy is accessible for distribution any time during life of policy, with no tax consequences. This is one of the reasons why index universal life insurance is the optimal vehicle for wealth accumulation. http://finance.yahoo.com/news/savings-showdown-401-k-vs-141756019.html

Although anything from certificates of deposit to money market accounts to an envelope under the mattress can be used for retirement savings, 401(k)s and IRAs remain two of the most popular options. Both offer incentives that encourage workers to pad their retirement accounts while reducing their ta…

Great article on life insurance decisions
03/30/2011

Great article on life insurance decisions

As families struggle to pay their bills, it's not surprising many are putting off life insurance. But it's not a good idea.

12/17/2010

Congress passed the most far-reaching tax bill in a decade late Thursday, averting across-the-board tax increases, enacting new breaks for individuals and businesses and laying a marker for how Washington might work in an era of divided government.

11/18/2010

New York state's highest court ruled that it is legal for somebody to take out a life-insurance policy and immediately sell it to a stranger. The case involves insurance taken out on New York lawyer Arthur Kramer.

11/18/2010

Uncertainty reigns in 2011 making now the time to take care of some estate planning business.

09/20/2010

The tax on inherited wealth has always been contentious—but this year it has taken on new life. Does taxing big estates help or hurt the economy and the country? And is such a tax fair to heirs, not to mention the people who worked and saved over the decades to build up those assets?

09/01/2010

An emerging group of higher-income taxpayers assume they will see higher taxes next year, no matter what Congress does to address the expiring tax cuts from the George W. Bush administration. More than four months before the expiration date, they're making plans to mitigate any impact.

Have you ever thought of Life Insurance as an investment??
08/25/2010

Have you ever thought of Life Insurance as an investment??

Annualized premiums on whole-life policies and universal life rose during the second quarter, picking up particularly after the flash crash.

08/19/2010

The federal estate tax is scheduled to return with a vengeance on Jan. 1, imposing a levy of up to 55% on estates valued at over $1 million.

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