Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
13 New Tax Numbers for 2027
By Melanie WaddellThe IRS has announced next year's annual inflation adjustments, which include an increase in the estate tax exclusion.
October 23, 2026
How High-Income Families' Financial Assets Changed After COVIDThe families' average asset values increased much faster than their average income, according to new Fed data.
October 22, 2026
8 Tips for Clients Receiving a Windfall: Advisors' AdviceA sudden fortune can come with complexity.
October 22, 2026
15 States With Highest Average U.S. Income Tax Bills in 2025Residents in these states might be looking for help with lightening the load.
October 21, 2026
Policyholders Sue Asset Manager That Controlled Failed Life and Annuity IssuerThree trusts have accused Nassau Financial and Golden Gate Capital of using a "scheme to loot PHL's assets for their own benefit."
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 13, 2026
Best & Worst Life Insurance Providers: JD Power, 2026Trust levels have been falling, even though overall customer satisfaction remains relatively stable, research finds.
October 13, 2026
PRO
Charitable Remainder Trusts: Give the Asset, Keep the IncomePairing a CRT with a "wealth replacement" trust unlocks additional benefits for heirs.