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Tech Review of Tool to Evaluate Life Insurance 

Wednesday, April 17, 2013
Trusts & Estates magazine presents the monthly Technology Review by Donald H. Kelley - a respected connoisseur of the software and Internet resources wealth management advisors use to further their practices.   This month Kelley provides... read more >>
 

Uniform Prudent Investor Act & Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven 

Wednesday, April 10, 2013
Thanks to the Society of Financial Service Professionals (FSP) both for its leadership in addressing emerging and evolving issues around the application of Prudent Investor principles to the asset that is life insurance and for its cooperation and... read more >>
 

March Rating Downgrades/Watch-List 

Friday, April 05, 2013
Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The obvious reason being that insurance is most simply defined as an agreement for the payment of a premium today in exchange for payment ... read more >>
 

Trust Owned Life Insurance: From the Theoretical, to the Practical and into the Future 

Wednesday, March 20, 2013
In this series, Kevin Blanton, AVP and Associate Counsel of JH Advanced Markets Group, Leon Wessels, Founder of both InsuranceIQ and Insurance Trust Monitor, located in Cedar Falls, Iowa, and Barry Flagg, CFP, CLU, ChFC, Founder of Veralytic, take a ... read more >>
 

February 2013 Rating Downgrades/Watch-List 

Thursday, March 07, 2013
According to Ernst & Young 2013 U.S. Life-Annuity Insurance Outlook, the “U.S. life insurance industry is confronting significant demographic, macroeconomic, and regulatory challenges to business models and operations. Successful players are... read more >>
 

The Good and The Bad about Life Insurance 

Thursday, February 21, 2013
Confident about the life Insurance industry, but skeptical about the pricing of its products? You are not alone, according to a recent LIMRA study. In LIMRA’s Consumer Confidence in Life Insurance Companies study, those with a positive claim... read more >>
 

January 2013 Rating Downgrades/Watch-List 

Thursday, February 07, 2013
According to Fitch Ratings, "the rating outlook for the U.S. life insurance industry is stable for 2013, reflecting the industry's strong balance sheet fundamentals and improved liquidity profile." Although the outlook is stable, it is still... read more >>
 

Survey shows a Failure to Understand Life insurance 

Thursday, January 31, 2013
LIMRA recently surveyed 4,000 respondents about life insurance. In the 10 question survey, most scored less than half correct and only 1% answered all questions correctly. How would you score on this test? “It is important that the industry not... read more >>
 

December 2012 Rating Downgrades/Watch-List 

Thursday, January 03, 2013
Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The obvious reason being that insurance is most simply defined as an agreement for the payment of a premium today in exchange for payment ... read more >>
 

November 2012 Rating Downgrades/Watch-List 

Wednesday, December 05, 2012
Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The obvious reason being that insurance is most simply defined as an agreement for the payment of a premium today in exchange for payment ... read more >>
 
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