Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity Assets
By Allison BellThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 08, 2025
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor HeadachesFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 08, 2025
Life Insurance Awareness Builders Aim to Do Something for the KidsMarketers hope to reach members of Generation Z who think they should protect themselves but don't.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
July 25, 2025
12 Top States for Estate and Trust Income TaxesFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.
July 24, 2025
One Big Beautiful Estate Planning DilemmaThe exemption could stay high forever. That changes the planning math.
July 23, 2025
First-Half U.S. Death Count Still 10.6% Higher Than Before COVIDA veteran actuary says she thinks the increase is more than a statistical fluke.