The Life Insurance Audit

Its that time of year when companies get their 45 page benefit renewal package. If you are a business owner or HR advisors, reach out to us at CorpStrat and let's have a conversation.

How Your Company Communicates Your Benefits Matters - CorpStrat: HR | Payroll | Employee Benefits We encourage all of our clients to work closely with us to find the right tools to help their companies succeed, to grow, to attract, and reward the most important assets of every company, their people! This component is only one of the key ingredients that make their company successful.

I have qualified for my industry's premier honor - Life Member of the Million Dollar Round Table, for the 29th consecutive year. MDRT membership is recognized internationally as the standard of excellence in the life insurance industry- representing the top 1% of Life Insurance producers in the USA.

https://www.wsj.com/articles/a-small-tax-change-is-a-boon-for-permanent-life-insurance-11610283602

Life Insurance policies just got a boost form a new federal law that allows significantly more accumulations inside a contract. Look for new policies to become a favored tax-shelter.

A Small Tax Change Is a Boon for Permanent Life Insurance Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost sales of life insurance, particularly for wealthy Americans.

New Year Resolution idea - Consider a life insurance review - call your agent or contact us for a consultation.

LTC insurance carrier Genworth is moving closer to finalizing a merger to stabilize their company. Good news for policyholders.
https://insurancenewsnet.com/oarticle/genworth-and-oceanwide-provide-transaction-update #

Genworth And Oceanwide Take Another Step Toward Merger --Genworth Financial, Inc. and China Oceanwide Holdings Group Co. Ltd today provided an update on the status of their pending transaction. As part of the 15th waiver and agreement, which extended the merger agreement to no later than September 30, 2020, Genworth and Oceanwide agreed to an additional...

Whats a COI? - Just a small detail that greatly impacts the performance of your Universal Life Policy. Are you paying attention...?
https://www.nhbr.com/tackling-cost-of-insurance-charges-in-life-policies/

Tackling cost of insurance charges in life policies - NH Business Review

Great insight from Bloomberg

INSIGHT: Estate and Life Insurance Considerations During the Covid-19 Pandemic The Covid-19 pandemic has brought estate planning to the forefront of many people’s minds. Henry Montag of The TOLI Center East and Andrea Schanker of Schanker & Hochberg walk through key considerations for life insurance and estate planning during the this unusual time.

A Life Settlement can be a favorable alternative to a policy lapse or surrender.

5 Life Settlements That Didn’t Get Away | ThinkAdvisor Here's a look at a sampling of recent transactions from a life settlement professional's book of business.

Is your life insurance a TICKING TIME BOMB?

Is Your Life Insurance Policy a Ticking Time Bomb? - CorpStrat: HR | Payroll | Employee Benefits Like + Share: Imagine finding out that the life insurance policy you’ve been paying for is destined to explode—or, even worse, not be in effect when you need it the most? Over the past couple of years, thousands of universal life policyholders have been informed that their insurers are using the...

We refinance mortgages, exchange credit cards, upgrade to solar...Have you reviewed your life Insurance policy???

Council Post: Why An Audit of your Life Insurance Policies is Important The goal is for your life insurance policy to be there for your beneficiaries when they need it most.

Life insurance rates are going UP...

Cost of term insurance may increase soon; here's why Premium rates of term insurance plans are calculated on the basis of expected claims outgo.Get latest Personal Finance online at cnbctv18.com