Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
HSA Planning After 55: What Your Clients Might Not Know
By William H. Byrnes | Robert BloinkWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 14, 2024
12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024This is where lawmakers look when they're hungry for revenue.
March 14, 2024
Life Buyers Loosen Up in Q4Both LIMRA and Wink saw the most growth in sales of nonvariable indexed life policies.
March 13, 2024
Broker Posts Term Life Rates for Those With MSThe LifeQuotes.com figures appear to be about 40% higher than costs for healthy applicants.
March 13, 2024
A Third of Americans Are Not Happier in Retirement: StudyRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.