Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Life insurance and relationships, part 1: The producer-client relationship
By Allan D. GerstenThe work of even the most diligent producer can be undermined by failing to take into account the significance of the three relationships that profoundly influence the outcome of life insurance cases.
March 08, 2011
New York Rules on Life Settlement Boiler-Plate DisclosuresA life settlement provider operating in New York state need not necessarily tell a life policy owner about every contractual arrangement that the provider has with unaffiliated life settlement brokers, state officials say.
March 08, 2011
Tom Harkin: Fix the Retirement SystemSen. Tom Harkin says the U.S. retirement system should be universal and automatic, and provide participants with certainty.
March 08, 2011
The plus side of special-needs planningJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).
March 08, 2011
Ed Slott on the most common IRA mistakeLast week we brought you part one of IRA guru Ed Slott's thoughts on IRA rollovers, taxes and the educated advisor.
March 08, 2011
Ed Slott on the most common IRA mistakeLast week we brought you part one of IRA guru Ed Slott's thoughts on IRA rollovers, taxes and the educated advisor.
March 07, 2011
IRS Replaces Vested Benefits FormThe Internal Revenue Service has developed a new form that retirement plan administrators should use to identify separated participants with deferred vested benefits.
March 07, 2011
NCOIL Backs NAIC Suitability Model, OKs Balance Billing ModelThe National Conference of Insurance Legislators has endorsed an annuity suitability model developed by state insurance regulators and approved a health insurance balance billing model of its own.