The Internal Revenue Service and the Treasury Department issued final regulations this week on Section 1035 exchanges for life insurance contracts, eliminating a number of tax gotchas from regulations ...
Life insurance policy exchanges provide policyholders with the opportunity to replace their existing life insurance policy with a new one that better aligns with their current needs and objectives.
On July 9, 2026, the U.S. Treasury Department (Treasury) and the Internal Revenue Service (the IRS) issued final regulations (T.D. 10052, 91 Fed. Reg. 42345) (the 2026 Regulations) that provide ...
Users of Cardiogram, a smartwatch app that uses a deep neural network technology to detect hypertension and sleep apnea, can now get $1,000 in accidental death insurance for free. The deal comes out ...
Transferring a life insurance contract can make sense for any number of reasons—and is often a normal part of portfolio management, particularly for corporate and high-net-worth clients. IRC Section ...
Bloomberg BNA’s report, Insurance Exchanges – Expert Perspectives Help You Prepare, includes exclusive practitioner perspectives and analysis to help navigate the complex healthcare exchanges ...
Life insurance functions as a critical component of the financial services sector by facilitating the transfer of risk from individuals to institutional insurers. Through the payment of premiums, ...