Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
IRS, Tax Court Rulings Applauded at LIMRA Forum
By Warren S. HerschRecent moves by the IRS and tax courts provide big wins for the industry.
August 17, 2012
It's Time to Inform Clients About Life SettlementsDespite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.
August 17, 2012
Movers and Serial Refinancers: Two Opportunities for Life AgentsSelling and buying a house is stressful, and it's definitely a life-change situation that should trigger an opportunity alarm in a life insurance agent. But a new breed of serial refinancers may present an even greater opening for the opportunistic agent.
August 17, 2012
Movers and Serial Refinancers: Two Opportunities for Life AgentsSelling and buying a house is stressful, and it's definitely a life-change situation that should trigger an opportunity alarm in a life insurance agent. But a new breed of serial refinancers may present an even greater opening for the opportunistic agent.
August 17, 2012
The Ins and Outs of TrustsGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
August 17, 2012
Billionaires Soros, Paulson bet big on goldPaulson & Co. upped its shares to 21.8 million, while Soros Fund Management increased its shares to 884,000.
August 17, 2012
Road to retirement shouldn’t be paved with stocksAdvisors should be instructing clients to work longer, cut spending and use a reverse mortgage, according to a new study.
August 17, 2012
Romney: I’ve paid at least 13% in taxes every yearPresident Obamas campaign has released ads claimingwithout proofthat Romney has paid no taxes some years.