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#429 | Lincoln WealthBuilder IUL

Aside from some modest recent revisions to AssetEdge VUL/SVUL and lowering prices on Term, the recent introduction of WealthBuilder IUL marks Lincoln’s first real move towards recapturing marketshare in the life insurance market after exiting VULone. Despite the new name, WealthBuilder IUL is more of an evolution of the outgoing…

Product Analytics

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#427 | Domestic Bias in Indexed UL

Performance in any index-linked insurance contract is driven by two things – index performance and index participation. The vast majority…

#426 | Indexed UL on the Efficient Frontier

Back in early 2019, I wrote a 3-part series entitled Indexed UL on the Risk Spectrum (Part 1, Part 2,…

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#413 | The Option Tenor Conundrum

Author’s Note – Conundrum is the right term for this topic. Any time I write an article about option pricing,…

#410 | The Challenge of Final Expense

Credit: Warner Bros The more I’ve come to understand Final Expense insurance, the more I’ve come to see it as…

Product Reviews

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#429 | Lincoln WealthBuilder IUL

Aside from some modest recent revisions to AssetEdge VUL/SVUL and lowering prices on Term, the recent introduction of WealthBuilder IUL…

#428 | John Hancock LifeCare

To say that John Hancock has scar tissue from Long Term Care insurance would be an understatement. Like many insurers,…

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#422 | Equitable Exits Third Party Distribution

At the tail end of last year, Equitable announced that it has decided to “focus our life insurance third-party distribution…

#417 | EquiTrust Wealth Max Bonus Life

EquiTrust isn’t a household name in life insurance, but it is fast becoming one in annuities. EquiTrust was originally a…

News and Editorials

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#399 | The Simple Case for Permanent Life Insurance

I’ve noticed that some things have changed since I’ve gotten older. A few rogue gray hairs are sprouting up over…

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#388 | 2023 in Review

Looking back over a year’s worth of articles is always fun and gratifying. There were 44 articles published on The…

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#345 | 2022 in Review

With 2022 in the rearview mirror, I thought I’d go back through the full list of articles and give a…

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Survey Responses & TLPR Update

Thanks to those of you who generously took the time to fill out the survey that I sent out earlier…

Industry Commentary

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#425 | Waking the Japanese Giants

Earlier this month, Legal and General announced that it was selling its US entity, Banner Life, to Japanese mutual company…

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#420 | A Question of Value

12/16/24 Update – The South Carolina Department of Insurance has also mandated that A-CAP’s South Carolina entities, Atlantic Coast Life…

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#419 | The PHL Variable Plot Thickens

After 6 months of near-silence on the state of PHL Variable, the Connecticut Insurance Department (CID) released updated financial statements…

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#409 | Who Killed Columbian?

About 3 weeks ago, the New York Department of Financial Services moved to place Columbian Mutual Life Insurance Company into…

Episode 21
December 14, 2020

Episode 21

Interview with Mike Pepe and Kris Beck of Proformex about the…

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Episode 20
September 21, 2020

Episode 20

Interview with Jon Mendelsohn, CEO and Founder of Ashar Group,…

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Episode 19
September 7, 2020

Episode 19

Interview with Jim Benson, former CEO of John Hancock, CEO…

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Episode 18
August 24, 2020

Episode 18

Interview with Dick Weber of Ethical Edge Consulting on what…

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