Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
The Gift of Giving (Through Life Insurance)
By Ken NordstromEleanor Roosevelt once said, "Since you get more joy out of giving joy to others, you should put a good deal of thought into the happiness that you are able to give."
October 26, 2010
ACE Nets N.Y. Life Hong Kong, Korea OperationsACE Ltd. has agreed to pay about $425 million in cash for the New York Life Insurance Company life insurance businesses in Hong Kong and Korea.
October 26, 2010
Buy-Sell Agreements: Taking Care of the Eight D'sMost all closely held businesses, especially multi-owner corporations and partnerships need to have a buy-sell agreement to facilitate a smooth transition of ownership upon the occurrence of several events, namely the "Eight D's."
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 26, 2010
Sales key: Understand what's really importantEarly in my career, I found it easy to blame others for why people would meet with me but didn't become clients. But the reason they didn't become a client was me.
October 26, 2010
Are You Ready For Fee Transparency?Retirement plan sponsors, such as companies that offer 401(k)s and other qualified retirement plans, have the responsibility under the Employee Retirement Income Security Act of 1974.
October 26, 2010
Giving a New Twist to an Old StrategyTo convert or not to convert: That is the question many clients are asking as a result of a recent tax law change allowing higher net worth clients to convert a traditional IRA to a Roth IRA.
October 26, 2010
Giving a New Twist to an Old StrategyTo convert or not to convert: That is the question many clients are asking as a result of a recent tax law change allowing higher net worth clients to convert a traditional IRA to a Roth IRA.