Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
When Will Clients Need Long-Term Care?
By Allison BellClaiming patterns show when early retirement years tend to give way to different stages of life — and health.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 10, 2024
U.S. Life Activity Springs Back UpConsumers ages 71 and older rushed to submit applications.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 08, 2024
Speed Up Life SettlementsAn industry player calls for the sector to improve operations.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.