Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Full Disclosure Survivorship Life Report
By Roger L. BleaseYou may have heard by now that 2010 may be a great year to die-at least from a federal estate tax standpoint, anyway.
February 01, 2010
Obama Proposes COLI TaxPresident Obama's proposed budget for the 2011 fiscal year would raise $14.4 billion in insurance-related revenue over the next 10 years, primarily by indirectly taxing the inside buildup of corporate-owned life insurance.
February 01, 2010
The New Directions of Long Term Care InsuranceWith quotes like these, how can anyone believe that long term care insurance is not a necessity, but a luxury?
February 01, 2010
Taking The Pulse Of Your ClienteleQuestion: Would you agree that most of your clients are (a) intensely loyal to you; (b) moderately loyal; (c) neither loyal nor disloyal; (d) moderately disloyal; or (e) would happily bolt to another advisor at the first opportunity.
February 01, 2010
Finding new markets in life insuranceIf your New Year's resolution is to find new life insurance business, you'll have your work cut out for you in 2010,
February 01, 2010
Insurance Update: Along for the RiderIf your clients are looking for limited disability coverage without taking on a whole new policy, they could look at life insurance. Life insurance policies these...
February 01, 2010
Forgive Us Our ImperfectionsFor a deeper understanding of how to move past lapses in progress toward a better self, I recommend these excellent books. On forgiveness: Radical Acceptance: Embracing...
February 01, 2010
Annuity Analytics: Age-Old Lessons From JapanOne of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...