Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Addressing beneficiaries in estate planning
By Lloyd LoftonA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
How to prepare your clients for life stagesAccording to Dave Henderson, if an advisor wants to provide the full breadth of financial advice to clients, then they need to address life events like weddings and college tuition.
December 30, 2015
How to prepare your clients for life stagesAccording to Dave Henderson, if an advisor wants to provide the full breadth of financial advice to clients, then they need to address life events like weddings and college tuition.
December 30, 2015
Charts show the astounding rise in passive managementWhat your retirement and long-term care clients get when they don't get insurance or annuities....
December 30, 2015
Shifting into high gear: M&A deal-making among brokeragesSome 25 to 30 brokerage firms are gobbling up the industrys small and mid-size players. And few market-watchers foresee an end soon to the frenzied activity.
December 30, 2015
Prime time for private equity-backed insurance brokersM&A activity through November 2015 has produced the most transactions in the history of the insurance distribution space.
December 29, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 29, 2015
New Year brings regulatory roulette for advisors, BDsNew rules and new faces add to the uncertainty of which new compliance challenges will take hold in 2016.