Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
IRS Clarifies Secure 2.0 Rules
By Robert Bloink | William H. ByrnesThe Q&A guidance addresses Roth contributions, auto-enrollment and terminal illness distributions.
December 29, 2023
AI Could Keep the Life Underwriting Gears Moving: Brooke VemuriThe vice president at Legal & General America sees more variation in how insurers assess applicants.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 27, 2023
15 Predictions for Life and Annuity Professionals in 2024 and BeyondWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 26, 2023
Next Up: Medicare Advantage Open EnrollmentFrom January through March, clients with Medicare Advantage can make changes to their plan.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.