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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 […]
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- AM Best Affirms Credit Ratings of PVI Insurance Corporation
by INNFeed on March 19, 2026 at 2:43 pmAM Best has affirmed the Financial Strength Rating of A-, the Long-Term Issuer Credit Rating of“ a-” and the Vietnam National Scale Rating of aaa.VN of PVI Insurance Corporation. The outlook of these Credit Ratings is stable. PVI Insurance benefits from good financial flexibility, given its majority ownership by HDI V.a.G. The post AM Best Affirms Credit Ratings of PVI Insurance Corporation appeared first on Insurance News | InsuranceNewsNet.
- Securian Financial Study Finds Americans Are Falling Into Workplace Benefits “Affordability Trap,” With Many Taking Financial Risks for Bigger Paychecksby INNFeed on March 19, 2026 at 2:00 pm
As rising costs continue to outpace wages, many Americans are cutting costs by prioritizing lower premium insurance benefits offered by their employers during open enrollment— often at the expense of long-term financial protection. According to Securian Financial’ s fourth annual workplace benefits study,“ The Affordability Trap: Why cheaper choices cost... The post Securian Financial Study Finds Americans Are Falling Into Workplace Benefits “Affordability Trap,” With Many Taking Financial Risks for Bigger Paychecks appeared first on Insurance News | InsuranceNewsNet.
- Zocks Launches AI Assistant for Life Insurance to Help Producers Get Policies Issued Fasterby INNFeed on March 19, 2026 at 1:00 pm
Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is already in use exclusively at two of the three largest U.S. life insurance carriers. “Zocks speeds up our workflow after calls, letting us send emails and... The post Zocks Launches AI Assistant for Life Insurance to Help Producers Get Policies Issued Faster appeared first on Insurance News | InsuranceNewsNet.
- We can help find a loved one’s life insurance policyby INNFeed on March 19, 2026 at 5:18 am
While the staff at the Department of Insurance can’ t help you probate a person’ s will, we can help you locate a lost life insurance policy. You can find the Lost Life Insurance and Annuity Service on the Department of Insurance’ s web page at: ncdoi.gov. Last year, the tool helped North Carolinians obtain $65.9 million in claims from life insurance policies that had... The post We can help find a loved one’s life insurance policy appeared first on Insurance News | InsuranceNewsNet.
- Record 2025 Results Underscore New York Life’s Financial Strength and Mutual Advantageby INNFeed on March 18, 2026 at 1:30 pm
New York Life, America’ s largest¹ mutual life insurer, today announced record financial results for 2025, reflecting the strength of its mutual structure, diversified business model, and disciplined capital management. Supported by this strong performance, New York Life declared a $2.8 billion dividend 4 to eligible participating policy owners, the... The post Record 2025 Results Underscore New York Life’s Financial Strength and Mutual Advantage appeared first on Insurance News | InsuranceNewsNet.
