Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
The IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry Rybka
By Allison BellThe Valmark CEO sees the private placement life fight turning into an investor control fight.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 22, 2022
Life Groups Calls on States to Review Agent Exam DifficultyThe ACLI, NAIFA and Finseca are suggesting that some states' exams might be too hard.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 21, 2022
House Panel Wants Insurers to Put Pay Ranges in Job DescriptionsThe House Financial Services Committee has suggested that insurers put pay ranges in job descriptions to promote transparency and pay equity.
September 20, 2022
Help Clients Reassess Their Life Insurance PoliciesOne reason: Some clients may still list ex-spouses as their primary beneficiaries.
September 20, 2022
John Hancock to Pilot 50-Cancer Detection TestThe insurer will pay 50% or 100% of the cost and will not get individual insureds' results.
September 19, 2022
10 States With the Highest Super Earner CutoffsTo rank in the top 5%, households in these states had to make a minimum of $465,000.