Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Insurer Changes Stop-Loss Vendor Program Name
By Staff WriterA company that protects self-insured employer health plans against catastrophic losses is rebranding a preferred provider program.The Wellesley, Mass.-based U.S. arm of Sun Life Financial ...
April 08, 2007
The Roth Revolution Equals Wealth Transfer Planning PowerA Roth IRA is potentially a very powerful wealth transfer planning product. This is due to the deferred tax liability upon conversion and the absence ...
April 08, 2007
Getting Up-to-Speed On Financing Strategies For Survivorship PoliciesWorking on sales of survivorship life insurance involves many client variables. Often, helping clients select an attractive financing strategy for survivorship life insurance policies owned ...
April 08, 2007
Revisiting The Executive Bonus PlanOver the last several years, significant legislative changes have had a substantial effect on split-dollar and nonqualified deferred compensation plans. Split-dollar, once a cornerstone of ...
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
April 08, 2007
2007 Is Pivotal Year For Gifting Of Life InsuranceFor those who care about their estate planning and own life insurance to protect their families, 2007 is shaping up to be a pivotal year.The ...
April 08, 2007
Surprise Vote Advances Viatical ModelIn a surprise vote, an amended Viatical Settlements model act draft was unanimously approved by the Life & Annuities "A" Committee of the National Association ...
April 08, 2007
Why LTC Producers Don't ProduceThey may be long term care insurance agents on paper, but in terms of actual LTC policies sold, many producers just aren't producing, experts at ...