For these comparisons, I create a case study for a forty-year-old married couple with two children who are now constructing a lifetime financial plan. Jerry and Beth have determined that it is time to ...

A review of the tax principles used herein is also in order. Investments are made in Jerry’s tax-deferred 401(k) plan. This means that taxes are not paid initially on the plan contributions, but any ...

TROY, Mich.: 10 Oct. 2024 — The life insurance industry is at an inflection point. Experiencing persistently slow growth and facing generational shift that is increasingly reliant on converting ...

TROY, Mich.: 9 Oct. 2025 — Overall customer satisfaction with individual life insurance providers remains steady this year, but that apparent stability masks significant year-over-year swings in ...

Despite efforts to improve customer communications, life insurers are seen as unnecessarily complicating explanations of their policies, according to the J.D. Power 2024 U.S. Individual Life Insurance ...

Thanks to longer life expectancies and rising health care costs, the market for life insurance for people 60 and older is expected to reach nearly $2 billion in 2026, according to data from Business ...