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Friday, October 17, 2014

No. 70: Fiduciary Standard of Care—Rekindling the Debate

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A lengthy article in The New York Times on Sunday, October 12, 2014 may rekindle the debate over which practitioners in the financial se...
Tuesday, September 30, 2014

No. 69: Indexed Universal Life—The Debate over Sales Illustrations

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A debate is in progress over sales illustrations for indexed universal life (IUL) policies. Here I review some background on illustrations a...
Monday, September 22, 2014

No. 68: TIAA, Moody's, and Surplus Notes

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Teachers Insurance and Annuity Association of America (TIAA), its affiliated and unrated College Retirement Equities Fund (CREF), and its su...
Tuesday, September 16, 2014

No. 67: AIG Declares War against Coventry and the Buergers

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On September 5, 2014, Lavastone Capital, a unit of American International Group (AIG), filed a complaint in federal court against Coventry F...
Thursday, August 21, 2014

No. 66: Lawsky's Strong Letter about Captives

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On August 12, 2014, Benjamin Lawsky, Superintendent of the New York Department of Financial Services, wrote to his fellow insurance commissi...
Wednesday, August 20, 2014

No. 65: A Life Settlement in a Bankruptcy Case

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On August 13, 2014, Melville Capital issued a press release entitled "Melville Capital, LLC Brokers Sale of Initially Undisclosed Life ...
Thursday, August 14, 2014

No. 64: Coventry First—A Setback in the Griswold Case

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In No. 27 posted February 3, 2014, I discussed a class action lawsuit filed against Coventry First LLC (Fort Washington, PA), an intermediar...