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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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- Supporting the ‘better late than never’ market with life insuranceby Anna Baluch on April 10, 2026 at 4:00 pm
Life insurance, both for protection and as a financial planning tool, remains a crucial part of any portfolio for clients nearing retirement. The post Supporting the ‘better late than never’ market with life insurance appeared first on Insurance News | InsuranceNewsNet.
- Best’s Special Report: Analysis Shows Drastic Shift in Life Insurance Reserves Toward Annuity Products, and a Slide in Credit Qualityby INNFeed on April 10, 2026 at 1:56 pm
A new AM Best analysis reveals that funds held to back individual annuity policies now account for over 36% of the U.S. life/annuity insurance segment’ s overall reserves, which is up from 32% prior to the financial crisis of 2008. It illustrates a shift from traditional, defined benefit retirement and income protection approaches toward strategies more... The post Best’s Special Report: Analysis Shows Drastic Shift in Life Insurance Reserves Toward Annuity Products, and a Slide in Credit Quality appeared first on Insurance News | InsuranceNewsNet.
- The child-free client: how advisors can support this growing demographicby Anna Baluch on April 10, 2026 at 10:00 am
Recent data from the Pew Research Center found that among adults under 49 without children, 47% say they never wants kids. But do they need life insurance? The post The child-free client: how advisors can support this growing demographic appeared first on Insurance News | InsuranceNewsNet.
- WoodmenLife 2025 annual report celebrates family, community and countryby Press Release on April 9, 2026 at 8:27 pm
WoodmenLife today released its annual report for 2025, celebrating the efforts of the Omaha-based life insurer’s members to honor family, community, and country, while achieving superior financial results. The post WoodmenLife 2025 annual report celebrates family, community and country appeared first on Insurance News | InsuranceNewsNet.
- Overcoming price objections by reframing costsby Chase Urich on April 9, 2026 at 7:24 pm
The premium rarely stops the decision. The misunderstanding behind the premium does. The post Overcoming price objections by reframing costs appeared first on Insurance News | InsuranceNewsNet.




