Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Washington State’s Wealth Tax Debate Is Heating Up
By John ManganaroOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
December 23, 2024
Mid-Career Adults Face 19% Increase in Death RateThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 20, 2024
Fight Over House Anti-Shutdown Bill Affects Medicare ProvisionsWith a midnight deadline looming, the House and the Senate rushed to approve a package and send it to the president.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.