Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video. Related Content When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.