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Tuesday, March 23, 2021

No. 414: A Strange Twist in Tranamerica's Appeal in the Lebbin Case

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Background In No. 372 (May 18, 2020), I posted an update on the Spector-Lebbin Family Trust (Trust) lawsuit against Transamerica Life Insur...
Wednesday, March 17, 2021

No. 413: USAA's Executive Compensation for 2020 Hits the News

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On March 1, 2021 (the due date), United Services Automobile Association (USAA) filed with the Nebraska Department of Insurance the 2020 Supp...
Thursday, March 11, 2021

No. 412: A Recent John Grisham Page Turner

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John Grisham is one of my favorite authors. He has written about three dozen novels, one work of nonfiction, a collection of short stories, ...
Thursday, March 4, 2021

No. 411: More on COVID-19 and the Underwriting of Life Insurance

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In No. 409 (February 11, 2021), I reported that the Consumer Federation of America (CFA) had written a letter to the National Association o...
Wednesday, February 24, 2021

No. 410: The Age 100 Problem Remains Alive and Well

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My first article about the age 100 problem in cash-value life insurance was in the January 2001 issue of The Insurance Forum , my monthly ne...
Thursday, February 11, 2021

No. 409: COVID-19 and Life Insurance Underwriting

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The Consumer Federation of America (CFA) recently announced it had written to the National Association of Insurance Commissioners (NAIC) abo...
Tuesday, February 2, 2021

No. 408: A Recent Change in the Federal Income Tax Law Designed to Benefit Wealthy Life Insurance Policyholders

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On January 10, 2021, The Wall Street Journal posted online an article by reporter Leslie Scism entitled "A Small Tax Change Is a Boon ...