PHL Variable rehabilitation update: On May 20, Connecticut Insurance Commissioner Andrew Mais submitted the second Accounting and Status report as Rehabilitator of PHL Variable Insurance Company (PHL) to the Connecticut Superior Court. The report updated the Court on the financial state of PHL and significant developments since the previous report that was filed in November 2024.
This summer, we’re setting aside our usual insights to share something a little different. Whether you’re headed to the beach or relaxing in your backyard, enjoy this curated list of novels and films (plus bonus binge-worthy TV shows) where life insurance plays a starring (and often surprising) role. From murder mysteries and noir thrillers to satirical comedies and legal dramas, these picks reveal just how much storytelling potential our industry really has.
Responding to Connelly v. United States landmark Supreme Court ruling, Bob Finnegan, VP of Advanced Planning at M Financial, shared a perspective in Trust & Estates, exploring strategies for businesses to navigate tax implications of insurance-funded redemption agreements following the recent Connelly Supreme Court ruling.
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As an M Financial Member Firm, we offer innovative insurance strategies backed by access to products, carrier access, and deep knowledge.
Life Insurance carrier ratings are a critical tool for evaluating life insurance companies. Learn how they reflect financial strength and impact long-term life insurance reliability.
Carrier ratings offer insight into a life insurer’s financial strength and claims-paying ability—critical factors when evaluating long-term policy performance.
Fair market value plays a critical role in life insurance policy transfers and taxation. This guide outlines key valuation methods and important considerations.
Trust-owned life insurance has long been treated as a “set-it-and-forget-it” asset—but today’s economic realities demand more active, informed management.
Why DI right now? As high-income earners reach peak earning years, they may not realize the risk of disability increases as they age and become vulnerable to forced early retirement. This heightened risk occurs during a time that is crucial for focusing on increasing savings and investments and lessen risk to those assets with a comprehensive income protection plan.
Learn the basics of life insurance policy loans, how they work, the benefits and risks involved, and why careful planning is key.