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April 2015 Rating Downgrades/Watch-List 

Monday, May 11, 2015
Did you miss last month's "Comparing the Financial Strength and Risks Associated with Different Life Insurance Carriers" webinar?  Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The... read more >>
 

NYTimes: Risky Moves in the Game of Life Insurance 

Thursday, April 23, 2015
Reviewing your (client’s) life insurance is increasingly important according to a NYTimes article published last week.  “Risky Moves in the Game of Life Insurance” discusses how some life insurance companies are using “exotic [accounting] techniques ... read more >>
 

Spitting into the Winds of Change 

Friday, April 17, 2015
Recently in a report from KPMG "Investing in the Future",  "...Trust is increasingly binary in nature. It is given instinctively but can be removed immediately if abused. This poses a particular challenge for the financial services industry, in... read more >>
 

March 2015 Rating Downgrades/Watch-List 

Thursday, April 02, 2015
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 >>
 

Are Life Insurance Policy Reviews “Rigged”?  

Thursday, March 19, 2015
Having to unexpectantly pay more for something or getting less for your money is not a good thing, but that is exactly what Michael Lewis claims is happening in a recent 60 Minute Interview, ““The United States stock market, the most iconic market... read more >>
 

February 2015 Rating Downgrades/Watch-List 

Thursday, March 12, 2015
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 >>
 

Deloitte - Top Regulatory Trends for 2015 

Friday, March 06, 2015
The regulatory landscape for insurance will likely continue to be challenging and uncertain in 2015. As was the case in 2014, the insurance industry can expect to face new rules and modified requirements that could significantly affect how companies ... read more >>
 

Advisors' Most Time Consuming Activities 

Thursday, February 26, 2015
In 2014 Advisor Trend Report, advisors ranked their most time consuming activities related to their practices. As expected, client service in general, portfolio management and client meetings remain the activities that advisors spend the most time.... read more >>
 

January 2015 Rating Downgrades/Watch-List 

Thursday, February 05, 2015
In the 2015 Ernst and Young US Life Annuity Insurance Outlook, "prospects are generally upbeat in 2015 for providers of life insurance and annuities in the US. Insurers can expect to build upon recent improvements in annuity sales, as credit rates... read more >>
 

A TOLI Update for Trustees 

Thursday, January 15, 2015
Veralytic was able to share a suite with Insurance Trust Monitor at this year's Heckerling and we came across this excellent article written by Michael Brohawn of ITM, reflecting on observation made in 2014 and a peek into 2015. A keen observation... read more >>
 
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