Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?
By Roger WohlnerThere are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 06, 2022
Stephan Leimberg, Estate Planning Expert, Dies at 79Leimberg was a longtime fixture in the financial planning and estate planning communities and shaped their evolution.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 06, 2022
10 Great Life and Annuity Ads From 100 Years AgoWhile formats and media are ever-changing, some marketing ideas stand the test of time.
December 05, 2022
Indexed Life Insurance Sales Beat Q3 Sales DoldrumsMany clients are using the policies to accumulate cash.
December 05, 2022
When Accelerated Life Insurance Underwriting Makes SenseHere are seven factors to consider when deciding which approach to use.
December 02, 2022
5 Worst States for Working-Age COVID-19 Hospitalization IncreasesIn a dozen states, the number has increased by more than 30% in just a week.
November 29, 2022
Clients Need Technology AND a Personal Touch: Citi Annuity Distribution ExecutiveChuck Cavanaugh sees himself as a financial health provider.