Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Virginia Approves China Oceanwide-Genworth Deal
By Allison BellThe companies still need the blessing of regulators in Washington, Beijing and Dover.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 13, 2017
NAIFA Makes a Marketing Deal With Sallie MaeNAIFA's advisor members can offer college planning tools and help with getting private student loans.
September 12, 2017
Equifax Holds Contract to Verify Data of ACA Exchange CustomersExperian wants Equifax to help it figure out if it was also hacked.
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.