Monthly LRA Update

  • JUDICIAL DEVELOPMENTS
    • Athene vs. American General, et al. – COLI SVP Product Dispute
    • COI Litigation Update – John Hancock Proposed Class Action Settlement
    • COI Litigation Update – Feller vs. Transamerica
  • REGULATORY DEVELOPMENTS
    • Clarification Requested from IRS on Guidance concerning Uniform Mortgage-Backed Securities for Purposes of IRC § 817(h)
  • OTHER DEVELOPMENTS
    • NYDFS Consumer Alert Regarding Universal Life Insurance Policies
    • NTIS Death Data Improvement Project – Update
    • Insurance Industry Statement Regarding Fiduciary Standard