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Thursday, February 25, 2016

No. 146: Eugene R. Anderson—A Memorial Tribute

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Eugene R. Anderson The late Eugene R. Anderson is often referred to as the "Dean of Policyholders' Attorneys." Gene was a...
Monday, February 22, 2016

No. 145: Cost-of-Insurance Charges and an Unusual Type of Lawsuit against John Hancock

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On December 22, 2015, a policyholder filed an unusual type of cost-of-insurance (COI) class action lawsuit against John Hancock Life Insura...
Tuesday, February 16, 2016

No. 144: Genworth's Life Insurance Companies Experience a Significant Reduction in Their Financial Strength Ratings

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On February 4, 2016, Genworth Financial, Inc. (NYSE:GNW) issued a lengthy press release entitled "Genworth Financial Announces Fourth Q...
Monday, February 15, 2016

No. 143: Cost-of-Insurance Charges and a Lawsuit against AXA Equitable for Alleged Inequitable Treatment of Policyholders

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On February 1, 2016, a policyholder filed a cost-of-insurance (COI) class action lawsuit against AXA Equitable Life Insurance Company allegi...
Monday, February 8, 2016

No. 142: Imperial Holdings, Emergent Capital, and the End of a Criminal Investigation into STOLI Premium Financing

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On January 4, 2016, Emergent Capital (Boca Raton, FL), formerly Imperial Holdings, announced the end of a criminal investigation into premiu...
Monday, February 1, 2016

No. 141: The Age 100 Problem in Cash-Value Life Insurance

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The two most important income tax benefits enjoyed by owners of cash value, whole life insurance policies are (1) the inside interest is in...
Monday, January 25, 2016

No. 140: Senator Elizabeth Warren and the Insurance Company Letters to Her about Annuity Sales Incentives

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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 Banki...