Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
8 Planning Questions to Ask New Clients
By John ManganaroHere's how Wealthspire's Kevin Brady systematically assesses his affluent professional clients' financial needs.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 03, 2025
You Have 100M Americans to Rescue, Pru Exec WarnsSalene Hitchcock-Gear wants advisors to mind all of Americans' financial gaps.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
August 30, 2025
4 Myths About Bank-and Company-Owned Life InsuranceA BOLI and COLI market veteran aims to clear the fog.
August 28, 2025
Client Sues Advisor, MassMutual Over Premium-Financed Life StrategyThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 19, 2025
Judge Lets Family's Suit Over $67.5M in Life Insurance Move ForwardWhen interest rates rose, the cost of the premium financing used to buy the policies soared.