Managing Non-Guaranteed Universal Life Insurance Policies Within ILITs
Explore key strategies for trustees and owners to manage non-guaranteed Universal Life Insurance policies and prevent premature lapses.
Massachusetts Jury Finds Mixed Violations in Annuity Sales Case Against Advisor
Massachusetts jury delivers mixed verdict in SEC case against Jeffrey Cutter for annuity sales violations under the Investment Advisers Act. Highlights fiduciary duty and disclosure compliance issues.
Rising Litigation Trends in Pension Risk Transfer Cases
Explore the increasing litigation concerning pension risk transfers and the fiduciary responsibilities required for selecting safe annuity providers under ERISA.