Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
9 Ways to Help Clients Reduce Taxes on Social Security
By Roger WohlnerThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
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.
April 03, 2023
7 New Social Security Bills in Congress NowOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 30, 2023
Federal Court Blocks Many ACA Preventive Services RequirementsThe ruling could affect clients' spending on colonoscopies and diabetes screenings.
March 29, 2023
The Standard to Acquire Elevance Life and Disability BusinessThe deal could help the buyer expand retirement plan sales.
March 28, 2023
Regulators Approve Guideline for Index-Linked Variable AnnuitiesAnother NAIC change could affect efforts to show clients how indexed universal life policies might work.