Weekly Advisor Newsletter
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Life Insurance
This Weeks Highlights
Voya appoints Morgan Stanley to sell $1bn life business
American insurer and asset manager Voya Financial has given Morgan Stanley a mandate to sell its $1bn individual life insurance operation. News of Morgan Stanley's appointment comes amid market speculation that New York-based Voya is pursuing the divestment to streamline the business in preparation for a broader sale process.

Anthony Bourdain left loved ones in limbo but his heirs will end up better than Michael Jackson’s
He lived on the edge and died without warning. The family needed a disaster plan to minimize strain in the worst moments and smooth the financial transition afterward. These are teachable moments.

The American Dream is alive and well
Most millennials, gen Xers, and baby boomers believe the American Dream is still attainable. All three generations define the American Dream the same way: owning a home, being debt-free, and retiring comfortably. However, millennials place emphasis on the one thing Gen X and baby boomers find least important, pursuing a passion.

Congress wants an annuity option in 401K plans
As part of a package to make the tax cuts passed last year permanent, Republican Rep. Kevin Brady, chair of the House Ways and Means Committee, will include a proposal that would drastically change the way Americans save for retirement.

Improved Quoting Tools are Here!
Quickly and easily deliver accurate insurance quotes to your clients anytime, anywhere, using improved quoting tools now available on our website!

Our quote engine provides detailed life product information including term, permanent, universal, and simplified issue, and gives you access to the largest forms repository in the industry.

Recent & Upcpoming Webinars
Costly mistakes in life insurance planning
Presented by The ASA Group

In this quick, 30-minute presentation we cover the following topics:
  • The three thin threads of life insurance
  • Goodman 156 F.2d 218 2d Cir. 1946
  • Cross purchase buy sell & entity purchase buy sell
  • Estate equalization
  • Key person insurance
  • Loss of step up in cost basis

July 19, 2018, 10:00 - 10:30 a.m. (Central)
Is Split Dollar Dead?
Presented by John Hancock

A brief 20-minute webinar providing information on:
  • The valuation issues identified by the Tax Court in denying summary judgment to the Cahill and Morrissette estates

  • How these rulings impact split dollar opportunities moving forward

July 23, 2018, 2:00 - 2:20 p.m. (Eastern) REGISTER
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