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Category Archives: Policy Reviews
AXA Fined by New York Department of Financial Services For Making Improper Changes To Variable Annuities!
Annuities are simple in concept, however, the majority of annuities in today’s financial marketplace are incredibly complex financial vehicles with many components. The following press release takes a look at what some companies are doing with their variable annuities … Continue reading
Long Term Care Insurance is a vital component of an overall financial plan serving as a backstop to your other assets. Bankrate.com just ran an excellent article which looks at avoiding Long Term Care Insurance Scams and highlights the importance … Continue reading
SEC Investor Bulletin Discusses Impact of Fees and Expenses (including Commissions) on Insurance Products:
Life Insurance policies can be incredibly complex financial vehicles. There are many different components that make up whole life, universal life, variable life and indexed life products. These component impact the earnings (interest, dividends, etc) and costs (cost of insurance, … Continue reading
In yet another example of an abusive life insurance sales practice that just won’t go away despite being a banned practice, Stranger Owned Life Insurance (STOLI) – also known as Investor Initiated Life Insurance has resurfaced according to a press … Continue reading
Over the last few months, I’ve been working more closely with the National Financial Educator’s Council (NFEC) and am pleased to announce that they have created an Insurance Literacy Page to help spread the word on Insurance Literacy. The NFEC … Continue reading
Thanks to Aaron Crowe for the opportunity to comment for his article on Bestlifequote.com on “18 Ways to Save on Life Insurance”. Aaron takes a close look at some ways you can save on life insurance. Remember, each insurance company is … Continue reading
Interview with Tamara Holmes for Insurancequotes.com: 5 Factors That May Influence Your Life Insurance Rates
Thanks to Tamara Holmes for the opportunity to be a source for her article on Insurancequotes.com on “5 Factors That May Influence Your Life Insurance Rates”. As always, Tamara provides a new and unique perspective on a much written about … Continue reading