Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Need An Alternative To The 1031 Exchange? Consider A CRT
By Benjamin HillA potential alternative to the traditional 1031 exchange is the guaranteed lifetime income trust; technically, a charitable remainder trust.
February 15, 2010
It's Not "Business As Usual" These DaysAll planning tools are not created equal. Some are more appropriate depending upon the interest rate environment and relative asset values.
February 15, 2010
Double Duty Dollars of Life Insurance:The Art of Tax-Free Retirement IncomeIf I could describe life insurance in one word it would be "flexible."
February 15, 2010
Settlement Execs, ACLI Clash Over SecuritizationSeveral life settlement organizations have reacted strongly to a recent policy statement from the American Council of Life Insurers calling for a ban on the securitization of life settlements.
February 15, 2010
Big Estates Need The Liquidity That Life Insurance Can ProvideHigh-net-worth prospects consistently have to address two critical issues regardless of how much wealth they have amassed: (1) They must determine equity among heirs; and (2) how much is enough for each child.
February 15, 2010
S-t-r-e-t-c-h-i-n-g The Value Of An IRAMany clients have used an individual retirement account to help build a healthy retirement income portfolio.
February 15, 2010
Eight Predictions For Life InsuranceEconomic, demographic and regulatory forces have traditionally shaped the direction of life insurance offerings.
February 14, 2010
A Risky BusinessAn article in the February 1 issue of the Wall Street Journal cites a problem companies face when trying to implement wellness programs for their employees.