Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Making Sense of the NAIC Risk Oversight Landscape
By Sabrina WilsonHow regulators are managing life and annuity issuers' investments is changing.
April 13, 2023
Financial Pros Often Downplay Life Policy Investment Features: SurveyLIMRA and Ernst & Young found that agents and advisors focus mainly on the death benefits.
April 06, 2023
Debate: Is the ACA Preventive Care Mandate Unconstitutional?Our tax experts discuss a federal judge's ruling on the Affordable Care Act preventive care mandate.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 06, 2023
Strong Universal Life Interest Pushes Up MIB Application ActivityOne possible driver: The tension between the fear of pain and the fear of missing out.
April 05, 2023
Why It's Time to Drop the 'Set It & Forget It' 4% RuleBalancing spending on lifestyle goals and risk is part art and part science, says advisor Mark Berg, a recent guest on a Morningstar podcast.
April 04, 2023
Accelerated Underwriting Calls for Reconsideration of ManualsA top underwriter makes the case for updating processes to reflect new data sources.
April 04, 2023
Life Settlement Taxes and 1099sOne policy sale may lead to calculations involving three different tax rates.