Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Obama Hits Tax Havens
By Arthur D. PostalA new effort to discourage companies from setting up headquarters offshore to avoid U.S. income taxes could affect some insurers more than others.
May 04, 2009
Schapiro: SEC reviewing target-date fund disclosuresSEC Chairman Mary Schapiro continued her promises to aid investors in a speech at the Mutual Fund Directors Forum conference in Washington. Among other issues,...
May 04, 2009
The swine flu, life insurance and youAs the swine flu spreads its reach from Mexico to other parts of the globe, the question to ask for many of you is: "What impact will the swine flu have on the insurance industry?"
May 04, 2009
Is anyone out there really listening?The best salespeople are great listeners. They tell us that it is important to listen in order to understand, not simply wait for their turn to talk.
May 04, 2009
Generating Tax-Free Guaranteed Lifetime Income In RetirementManaging money for high net worth clients is challenging in volatile markets. The economy is still the great unknown. Financial professionals need to develop solutions based on what we currently know and can manage.
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 04, 2009
IRS Posts Life Settlement RulingsThe Internal Revenue Service has come out with two batches of advice discussing how buyers and sellers of in-force life policies should treat the transactions.
May 04, 2009
AALU Panelists Mull Asset ProtectionWhat happens to estate plans and other plans when clients file for bankruptcy court protection?