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Friday, November 20, 2015

No. 128: SEC Files Securities Fraud Charges Against James Torchia

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On November 10, 2015, the Securities and Exchange Commission (SEC) filed a civil complaint against James A. Torchia and five entities he co...
Monday, November 16, 2015

No. 127: Tontines Are Not Likely to Stage a Comeback

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A recent article about tontines and an intriguing new book on which the article is based are not likely to revive the ancient scheme. Howev...
Thursday, November 12, 2015

No. 126: Life Partners—Recent Adversary Proceedings in the Bankruptcy Case

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Life Partners Holdings, Inc. (LPHI) and its operating subsidiaries were participants in the secondary market for life insurance for many ye...
Friday, November 6, 2015

No. 125: Backdated Capital Contributions—the NAIC Response to Questions

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In No. 123 (October 27, 2015), I discussed a capital contribution shown in the statutory statement of Senior Health Insurance Company of Pe...
Monday, November 2, 2015

No. 124: Annuity Sales Incentives—Results of the Investigation by U.S. Senator Elizabeth Warren

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On April 28, 2015, U.S. Senator Elizabeth Warren (D-MA), the Ranking Member of the Subcommittee on Economic Policy of the Committee on Bank...
Tuesday, October 27, 2015

No. 123: Surplus Notes—Another Dimension of a Bizarre Financial Instrument

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Readers of The Insurance Forum over the years, and readers of chapter 25 of my new book entitled The Insurance Forum: A Memoir , know I ta...
Thursday, October 22, 2015

No. 122: Risk-Based Capital—A Classic Example of the Perennial Confusion over the Denominator of the Ratio

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On October 13, 2015, MetLife, Inc. (NYSE:MET) filed an 8-K (material event) report with the Securities and Exchange Commission. The report ...