Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
This Step Can Prevent an Income Planning Nightmare for Wealthy Clients
By Allison BellSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 21, 2023
Prudential's Falzon Calls for Regulators to Care About Product AccessHe sees lack of access creating a lost generation.
September 20, 2023
John Hancock and Talcott Re Face Lawsuits Tied to 2017 Tax CutsThe suits could affect what happens to life insurance policy cost-of-insurance charges when tax rules change.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 18, 2023
Why CDC Mortality Numbers Matter to Your PracticeClients still need protection against illness and death.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.
September 14, 2023
Integrity Marketing Hires a Life Unit PresidentTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.