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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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- NCOIL summer meeting sets attendance record
by Press Release on July 30, 2026 at 6:45 pmThe agenda featured topics such as: the 340B Drug Pricing Program; autonomous vehicles; artificial intelligence; tort reform; developments in the flood insurance marketplace; insurance affordability and availability; charity care and medical debt reforms; innovations in disease screening and testing; insurers’ use of aerial imaging; and more. The post NCOIL summer meeting sets attendance record appeared first on Insurance News | InsuranceNewsNet.
- Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Officesby INNFeed on July 30, 2026 at 1:00 pm
Mercer Advisors, Inc., a national wealth management and financial planning firm, today unveils the second generation of Aspen, its proprietary, artificial intelligence- enabled ecosystem that powers its full-spectrum family office offering. Mercer Advisors built Aspen as a family office platform, to support its advisory teams in local markets in delivering... The post Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices appeared first on Insurance News | InsuranceNewsNet.
- Lincoln Financial Announces Reinsurance Transaction with Talcottby INNFeed on July 30, 2026 at 11:10 am
Lincoln Financial today announced that it has entered into an agreement with Talcott Financial Group under which Lincoln will cede approximately $5.8 billion of in-force GUL statutory reserves, representing approximately 37% of Lincoln’ s remaining in-force guaranteed universal life block to a Talcott subsidiary. In connection with the transaction,... The post Lincoln Financial Announces Reinsurance Transaction with Talcott appeared first on Insurance News | InsuranceNewsNet.
- Paperclip Partners with National Life Group to expand Secure Data Exchange and Carrier Network for Distribution
by INNFeed on July 29, 2026 at 4:57 pmHACKENSACK, N.J., July 29, 2026/ PRNewswire-PRWeb/-- Paperclip, the leading secure data exchange platform for the insurance and financial services industry, announced today that National Life Group has joined its growing carrier network. The partnership enables distribution partners across the Paperclip ecosystem to seamlessly send Informal business to... The post Paperclip Partners with National Life Group to expand Secure Data Exchange and Carrier Network for Distribution appeared first on Insurance News | InsuranceNewsNet.
- Trademark Application for “DIGITAL ADVISOR SUCCESS HUB” Filed by Jackson National Life Insurance Company: Jackson National Life Insurance Companyby INNFeed on July 28, 2026 at 9:32 pm
2026 JUL 28-- By a News Reporter-Staff News Editor at Insurance Daily News-- According to news reporting originating from Washington, D.C., by NewsRx journalists, a trademark application has been made for“ DIGITAL ADVISOR SUCCESS HUB” by DAVID J. DAVIS BAKER& MCKENZIE LLP, representing Jackson National Life Insurance Company. This application was made available to... The post Trademark Application for “DIGITAL ADVISOR SUCCESS HUB” Filed by Jackson National Life Insurance Company: Jackson National Life Insurance Company appeared first on Insurance News | InsuranceNewsNet.
