Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Feeding the Beast
By Arthur D. PostalThe Obama administration appears to be remaining steadfast in its desire to impose haircuts on two of the life industry's most profitable and highest-volume products, corporate-owned life insurance (COLI), and variable life and variable annuities.
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 06, 2011
Commenters to Plan Regulators: Electronic Disclosure Should Be the DefaultRetirement plan sponsor and service provider groups are asking the U.S. Labor Department to loosen restrictions on electronic plan disclosure efforts.
June 06, 2011
Reverse mortgage: One son's storyIn Senior Market Advisor's 2011 Senior Survey, participants were asked if they had done or would they ever consider doing a reverse mortgage. Seventy-six percent said no. Perhaps they might have had they heard the following story.
June 06, 2011
Into the BreachThe SVC is doing something that is largely contrary to what the life and health industry stands for. The SVC are willing to take a huge health risk.
June 06, 2011
Nasdaq Sends Firm Listing Rules Notice; SEC Sends Amended Wells Notice (Updated)The staff of the Nasdaq Stock Market has notified Life Partners Holdings Inc. that the company has 60 days to explain how it will regain compliance with Nasdaq listing rules, and the SEC has sent the company an amended Wells notice.
June 06, 2011
Appeals Court Rules in Assignment of Benefits CaseA federal court in Chicago has ruled against a finance company, and in favor of a life insurance policyholder's children, in a case involving the issue of assignment of policy benefits.