How has COVID-19 affected the insurance industry in any way? It’s a common question that a lot of folks might ask. After all, the pandemic has turned the way we look at public health on its head. Here are
Continue Reading COVID and Other Factors Influencing the Life Insurance Industry
I was recently a webinar guest of attorney Dennis Sandoval of Sandoval Legacy Group. Early into the program, he asked this question about a policy review. Here, in a 90 second clip, is the answer so anyone who wants
Continue Reading What Is a Policy Review and How Does it Work?
Memorial Day is about honoring our fallen veterans. Appropriately for the holiday, we rebroadcast Franks reflections as a Veteran:
When I was a child, if there wasn’t a veteran in your house, the next-door neighbor probably was. They were
Continue Reading Memorial Day: A Reflection on Veterans and Heroes
The Michael Jackson estate appears to have prevailed in its fight with the IRS. This month the US Tax Court determined that yes, the true taxable value was indeed much less than the government has been seeking. The result will
Continue Reading Michael Jackson Estate Wins Court Battle with the IRS
You know how sometimes the storm just has to get worse before it gets better?
That’s where we are in Part V of the Aretha Franklin saga. Under the topic of, “It’s not what you gross – it’s what you
Continue Reading Aretha Franklin, Part V: It’s Not Really $80 Million After All…
Headlining this edition of “What’s Trending in Life Insurance” is the acquisition of life insurance giant Allstate. Read more about this and other stories below:
Blackstone to buy an Allstate life insurance business for $2.8B
Making a splash in the
Continue Reading Stratus Financial: What’s Trending in Life Insurance
This edition of “What’s Trending in Life Insurance” is headlined with a story on genetic test results, and asks the question, “Can life insurance companies can access them?”
Can Life Insurance Companies Get Your Genetic Test Results?
Our first article
Continue Reading Stratus Financial: What’s Trending in Life Insurance
Well, here we go again.
That estimated $300 Million value for the size of the estate was pared down by the IRS to “only” $162 Million. That’s still way more than the $82 Million trustee Comerica Bank presented when it
Continue Reading The Prince Estate: An Update
Most jobs these days include life insurance as a benefit for employees. It’s a valuable benefit while employed there, but how well does it protect the employee’s family? Too often, not well enough.
Here’s why:
Problem
First of all, it
Continue Reading Employer Life Insurance Plans May Not Be Enough
This edition of “What’s Trending in Life Insurance” is headlined by the story of a new life insurance startup that just got a $70 million head leg up on the competition.
Growing Dallas life insurance startup Bestow gets a $70
Continue Reading Stratus Financial: What’s Trending in Life Insurance
