Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Will Your Clients' Life Insurance Expire Before They Do?
By Robin S. Weinberger and Peter N. KatzPart of any advisor's job should be finding out whether policies are about to lapse.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 08, 2024
Speed Up Life SettlementsAn industry player calls for the sector to improve operations.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 06, 2024
Final DOL Agent Fiduciary Exemption Covers More Comp TypesIt also exempts more activities, but conflicts with Reg BI could hurt, legal analysts warn.
May 06, 2024
Jackson Financial Sues to Foreclose on Bob Hope Building in WashingtonBob Hope himself appeared at a building dedication ceremony in 1985.