Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Broker Posts Term Life Rates for Those With MS
By Allison BellThe LifeQuotes.com figures appear to be about 40% higher than costs for healthy applicants.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 11, 2024
Biden Floats Net Investment Income Tax Hike in New BudgetThe administration hopes to squeeze $84 billion out of trusts, and a little out of private placement life insurance.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 11, 2024
CDC Posts Another High U.S. Monthly Death CountThe early total for the four-week period ending Feb. 24 is 10% above the pre-pandemic normal.
March 10, 2024
How Your Clients Get Taxed on Sold Life InsuranceIf the seller gets a good price, some of the proceeds may be taxable.
March 07, 2024
Life Insurers' Real Estate Assets Look GoodAnalysts at Morgan Stanley and S&P Global Ratings saw much less turmoil than they expected.