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Protective Life Acquires Great-West Life/Annuity Book In A $1.2B Deal
Wire Reports
January 24, 2019
The business to be transferred, which has been marketed under the Great-West Financial brand, includes bank-owned and corporate-owned life insurance, single premium life insurance, individual annuities, and a portion of Great-West’s closed block life insurance and annuities.
Life Insurance Sales To Rise 3 Percent In 2019, LIMRA Forecasts
user
January 22, 2019
LIMRA is expects U.S. individual life insurance sales to rise 3 percent to $15 billion this year. Growth will be primarily driven by gains in disposable income and bond rates, coupled with low unemployment, the research organization reports.
New Tax Rule On Pass-Through Businesses To Benefit Agency Owners
user
January 18, 2019
The IRS finalized a regulation Friday making clear that owners and shareholders of insurance agencies and brokerages organized as pass-through entities can fully benefit from a new tax deduction. Under the regulation, owners and shareholders of insurance agencies and brokerages can take up to a 20 percent tax deduction on qualified business income.
What I Learned From The Most Successful Advisors
user
January 16, 2019
Sometimes it’s not what they do, it’s what they don’t know how to do.
NAIC To Reopen IUL Illustrations Guideline
John Hilton
January 11, 2019
Less than four years after producing Actuarial Guideline 49, the NAIC is ready to tackle indexed universal life illustrations yet again. An IUL illustration subgroup has a 2019 charge to “provide recommendations for modifications to AG 49.”
Why Are So Many Universal Life Insurance Policies Failing?
user
January 7, 2019
In current assumption UL, the growth of the policy’s cash value is based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time. The unique policies have come under fire from some longtime clients who say the promises made at time of sale have not materialized.
Life Insurance Underwriting Picks Up Speed
John Hilton
January 2, 2019
MIB Group recently signed an agreement with Epic to utilize its electronic health records system. Under the agreement, MIB’s 400 U.S. life insurance members will be able to access electronic health record (EHR) data via Epic’s Chart Gateway for life insurance underwriting.
Top 10 Life/Annuity Articles Of 2018
John Hilton
December 31, 2018
The year in life insurance and annuities featured lots of surprising news about companies moving in and out of the business. In addition, sales numbers hit new lows before bouncing back at year’s end, and new products and strategies also attracted reader interest.
Bill Allowing Seniors To Use Life Insurance Proceeds For LTC Costs Introduced In Congress
user
December 27, 2018
By Chris Orestis H.R. 7203, introduced by U.S. Rep. Kenny Marchant (R-TX) and U.S. Rep. Brian Higgins (D-NY) would permit
Life Insurance As A Baby Boomer Estate Planning Tool
user
December 27, 2018
Life insurance is well-suited to provide liquidity to meet the needs of clients with large estates, making it an important consideration in boomer estate plans.
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