Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Fed's next rate move splits economists looking past March FOMC
By Craig Torres, Bloomberg, Catarina SaraivaThe Federal Open Market Committee will publish its policy statement at 2 p.m. Wednesday.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 10, 2016
10 ways to be more productiveAs the insurance industry encounters competition from smart startups and tech giants, productivity is becoming increasingly key to success.
March 09, 2016
Avoid these 6 common RMD errorsFirst-year RMDs are overwhelming for some clients. A common error is using the wrong balance for the first RMD.
March 09, 2016
House Speaker Ryan continues to assail DOL fiduciary ruleThe congressman's tongue-in-cheek fi-du-ci-a-ry definition claims rule would "hurt millions of hardworking Americans."
March 09, 2016
From Clinton to Trump: The tax plans of 5 presidential candidatesThe Tax Foundation has laid out how the presidential candidates will handle tax reform.
March 09, 2016
A mixed bag: Gen Xers boosting savings, but lag on other measuresA new Insured Retirement Institute survey reveals continuing financial issues faced by Gen Xers.
March 09, 2016
Buffett's 6 nuggets of investing advice: Berkshire shareholder letterThe Oracle of Omaha spells out the secrets of his success in the 2015 Berkshire Hathaway shareholder letter.