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How a 1035 exchange works and when to use one

A 1035 exchange lets you move insurance or annuity cash value without paying taxes now. Learn how it works, rules, risks and when it makes sense.

SB Pensions Introduces Risk Architecture Framework for High-Net-Worth Families, Business Owners, Real Estate Investors

SB Pensions, founded by California-licensed Life & Disability Insurance Analyst Stephen Grossman, has formally ...
Pensions Expert

In Depth: The evolution of the bulk annuity market as WTW eyes £70bn volume in 2026

Could the defined benefit risk transfer market exceed £70bn in 2026? WTW's experts certainly believe so, and there is a lot ...

WTW releases next-generation U.S. Library models in RiskAgility Financial Modeler, delivering full VM-22 capability for life insurers

WTW (NASDAQ: WTW) today announced the release of the next generation of its U.S. Library models within RiskAgility FM—a major upgrade that fully incorporates Valuation Manual 22 (VM-22) requirements ...

Terry Savage: Making sense of annuity pitches

A decade ago, the insurance industry made a huge annuity sales pitch to pre-retirees, offering them “variable” or “indexed” ...

Independent Life Completes Comprehensive Policy Administration System Roll Out

Independent Life Insurance Company today announced the successful transition to Mosaic®, its proprietary end-to-end policy administration system. The migration of all in-force fixed annuity policies ...