Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Irrevocable Trusts: More Revocable Than You Might Think
By Jane Wollman RusoffAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 14, 2023
Osaic to Buy Lincoln's Wealth Unit for $700MThe deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets.
December 13, 2023
Fed Pivots to Rate Cuts as Inflation Heads Toward 2% GoalChair Jerome Powell indicated policymakers are now turning their focus to when to cut rates as inflation cools.
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 12, 2023
Maximizing Success in 2024 with Policy Appraisals and Life SettlementsThe old calendar is running out. The new calendar is full of appointment slots.