President Barack Obama’s proposed 2012 budget calls for changes to the existing tax regulations that primarily target the top two tax brackets.

A U.S. Securities and Exchange Commission (SEC) study recommended that SEC extend the fiduciary standard of care to broker-dealers who provide personalized investment advice.

A class-action suit has been filed by purchasers of securities from Life Partners Holdings (LPH), alleging that the Waco, Texas-based company and some of its officers and directors violated securities laws.

Life insurance application activity fell 1.2% last year, compared declines of more than 3% for the prior three years, according to a new report.

President Barack Obama says the size of the federal deficit necessitates no permanent extension of tax cuts to wealthy Americans.

Effectively targeting the middle market will increase the number of life insurance policies, despite the prediction that overall individual life insurance sales will remain “flat,” a new survey says.

The Internal Revenue Service delayed the start date for processing tax returns until Feb. 14 so it could adapt to federal tax law changes.

Pittsburgh, Pa.-based MedAmerica joined with AIMS Benefit Solutions to offer what they describe as a “flexible and affordable” long-term care insurance product.

The U.S. Securities and Exchange Commission is investigating a Texas-based life settlement company’s estimates for life expectancy.

Defined benefit (DB) plans for small businesses reduce taxes and help make policyholders financially secure, a new study shows.