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 ...

COSTA MESA, Calif.: 31 Oct. 2019 — Individual life insurance and annuity providers have begun the process of shifting their approach from producer focused to end-customer focused by introducing more ...

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 ...

Many employers offer extra life insurance at group rates with no medical exam, which is easy to get but might not be your cheapest option Written By Written by Insurance Staff Writer, WSJ | Buy Side ...

Kimberly Lankford is an insurance staff writer at Buy Side. Edited By Written by Staff Deputy Editor, Buy Side Les Masterson is a staff Deputy Insurance Editor at Buy Side and has over 10 years of ...