News
Babbling Brooks
Benefits of Using an IRA to Fund LTC Insurance
It has long been true that utilizing IRA’s to fund specific financial planning objectives is a popular strategy. However, you may not be aware that you can do a lump sum transfer from an IRA to fund an LTC contract, […]
Emphasize the Tax Implications of Self Funding LTC
Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because you can, doesn’t mean you should. Simply transferring this risk […]
Try SPWL for Inheritable Assets
Many seniors have set aside a portion of their assets for safe keeping with the sole intention of leaving it to their loved ones ( children, grandchildren, etc.). We are suggesting that you consider SPWL. It is underwritten by a […]
Trending
- Oaktree grabs control of Atlantic Coast Life Co. in blockbuster A-Cap deal
by John Hilton on March 13, 2026 at 3:34 pmAdvantage Capital signed an agreement with global investment manager Oaktree Capital Management to provide critical funding support for its financially troubled life insurers. The post Oaktree grabs control of Atlantic Coast Life Co. in blockbuster A-Cap deal appeared first on Insurance News | InsuranceNewsNet.
- AM Best Removes From Under Review With Developing Implications and Downgrades Credit Ratings of Banner Life Insurance Company and William Penn Life Insurance Company of New York
by INNFeed on March 13, 2026 at 3:04 pmAM Best has removed from under review with developing implications and downgraded the Financial Strength Rating to A from A+ and the Long-Term Issuer Credit Ratings to“ a+” from“ aa-” of Banner Life Insurance Company and William Penn Life Insurance Company of New York collectively referred to as Banner Life Group. The ratings reflect the early stages of Banner’ s... The post AM Best Removes From Under Review With Developing Implications and Downgrades Credit Ratings of Banner Life Insurance Company and William Penn Life Insurance Company of New York appeared first on Insurance News | InsuranceNewsNet.
- The forces shaping life and annuities in 2026
by Pat O'Donnell on March 13, 2026 at 2:00 pmIn 2026, the focus is set to move beyond digitizing individual steps and toward reinventing the end-to-end operating model. The post The forces shaping life and annuities in 2026 appeared first on Insurance News | InsuranceNewsNet.
- Advantage Capital Holdings, LLC and Oaktree Sign Master Transaction Agreementby INNFeed on March 13, 2026 at 12:30 pm
Advantage Capital Holdings, LLC, a New York- based insurance and financial services company with over $16 billion in assets under management, and funds managed by Oaktree Capital Management, L.P., a leader among global investment managers specializing in alternative investments, have signed a master transaction agreement in which Oaktree plans to acquire a... The post Advantage Capital Holdings, LLC and Oaktree Sign Master Transaction Agreement appeared first on Insurance News | InsuranceNewsNet.
- PHL Variable liquidation: Regulators, investors pivot legal fire to Nassau
by John Hilton on March 13, 2026 at 10:00 amA group of large PHL Variable policyholders, and the Connecticut insurance commissioner both took aim at Nassau Financial Group in separate court filings this week. The post PHL Variable liquidation: Regulators, investors pivot legal fire to Nassau appeared first on Insurance News | InsuranceNewsNet.
