Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.
December 22, 2023
Fall COVID-19 Surge ContinuesEarly signs are that the impact may be higher in California, Illinois, Michigan and North Carolina.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.
December 21, 2023
Firm Puts Patients' Health Care Wishes on VideoDr. Ferdinando Mirarchi's MIDEO gives clients a new, legally binding way to provide advance directives.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 20, 2023
Aon to Buy Wealthspire Parent NFP for $13.4BNFP is the 13th largest U.S. insurance broker; Wealthspire has $20.5 billion in AUM.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.