Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
IRA Beneficiary Designation Forms
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 12, 2017
The Life Insurance Health Care Savings BankBecause HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
September 12, 2017
3 Communication Secrets From the 'Bucket Plan' ManJason L. Smith has registered the phrase, but you can segment clients' risk, too.
September 12, 2017
5 More ‘One Liners’ for Asking Friends to Do Business With YouHere are more ways to move the conversation from the weather to what your friends desperately need.
September 12, 2017
Annuity Regulatory Climate Looks Mild: AnalystRyan Krueger of Keefe, Bruyette sees federal agencies moving in a helpful direction.
September 12, 2017
James Glickman to Lead Society of ActuariesGlickman hopes to promote unity and media savvy in the actuarial community.
September 11, 2017
Trump Debt Limit Deal Undermines Trust Among GOP on Tax OverhaulDemocrats might be happy, but Republicans control the path to the House and Senate floor.
September 11, 2017
Required Minimum Distributions and an Account Holder’s DeathIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.