Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. Share | Related Content Protecting Those Who Matter Most The importance of life insurance, how it works, and how much coverage you need. Don’t Myth Out on Whole Life Whole life insurance can help protect what matters most: your family, your assets, and your legacy. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.