Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
SEC Ordered to Reconsider Annuity Rule
By Bob KeaneFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.
July 29, 2009
Person of the WeekAdam M. Sachs, CLU, ChFC, CFP, CLTC, has been named President of the Massachusetts Chapter of NAIFA. Sachs is a Senior Financial Advisor with Centinel Financial Group, LLC.
July 29, 2009
2009 Universal Life Source ListCompany Name: Acacia Life Insurance Co. - A UNIFI Company Phone number: 800-319-6903 Website: www.unificompanies.com Product name: Excel LifeValue UL Availability: All states Issue ages: 0-85; varies by class Minimum face amount: $50,000;
July 29, 2009
Editorial comment: A piggy bank for retirement?Editorial on how income planners need to think about becoming become conversant with the ins and outs of homeownership from a retirement income perspective.
July 29, 2009
Retirement planning game-changer: Roth conversions for allTax-deferral remains an option on conversions done in 2010, as TIPRA allows conversion income to be spread evenly and taxed in years 2011 and 2012.
July 28, 2009
Dental DoubtsMany workers feel that there is a cavity in their knowledge of their dental benefits.
July 28, 2009
Housing market attempts a slow comebackGood news for boomer homeowners - while home prices are still relatively low, they aren't slumping. According to data through May of this year from Standard...
July 28, 2009
Health Access Holds SteadyPenetration of group health insurance seems to be about the same this year as it was in 2008.