What You Have to Know About Death Now
By Allison BellCareful underwriting is helping insurers get death claims back to normal, Fred Tavan of Legal & General America says.
January 23, 2024
Medicare Enrollees With Drug-Plan Problems Get a Do-OverClients unhappy with their coverage might not know they can switch plans right now, eHealth's Bob Rees says.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.
January 18, 2024
New Life and Annuity Deals Bring Wellness Into FoldA Capgemini consultant expects insurers to buy firms that help people live longer with "all-inclusive lifestyle" strategies.
December 29, 2023
AI Could Keep the Life Underwriting Gears Moving: Brooke VemuriThe vice president at Legal & General America sees more variation in how insurers assess applicants.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.
December 19, 2023
Market for These Annuities Looks 'Exceptionally Robust': EquitableRobin Raju, the chief financial officer, sees opportunities ahead for disciplined investors.