Permanent Life Insurance
Permanent life insurance news and analysis, with coverage of the whole life, variable life, fixed universal life, variable universal life and indexed universal life markets.
Helping Clients Understand Tax Strategies
By Dave AlisonThe right picture can communicate a lot.
January 27, 2025
Appeals Court Sides With Equitable in NY Universal Life CaseSurrendering a policy affects whether the owner can collect damages, the top New York court says.
January 09, 2025
Lincoln Financial Hit With Investor Lawsuits in State CourtThe plaintiffs say the company should have warned them earlier about problems with its variable universal life policies.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 09, 2024
Treasury and Fed Tell States to Watch Life Insurers More CarefullyRegulators are nervous about the companies' private credit and offshore reinsurance disclosures.
October 16, 2024
Client Sues Barred Broker Over 'Devastating' Life Insurance PlanBarred brokers selling complex life insurance plans is a growing problem, the client's lawyer says.
October 02, 2024
Northwestern Mutual Sets Off 2025 Dividend RaceThe company is predicting that its payments to policyholder owners will rise 12%.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.