Sage Consulting Blog

Sage commentary from the Sage Experts

Due Care Update: A Summary of the American Taxpayer Relief Act of 2012

A Summary of the American Taxpayer Relief Act of 2012, a new Act signed into law on January 2 that increased federal income tax raste on higher income Americans, among other changes.

Moody’s Says U.S. Life Insurers Would Be Exposed to Prolonged Low Rates in a Fiscal Cliff

In the final published Due Care Update of 2012, Moody’s Says U.S. Life Insurers Would Be Exposed to Prolonged Low Rates in a Fiscal Cliff, end of year ratings actions and a summary of financial carrier strengths.

Latest Due Care Update: Sun Life Financial to Sell U.S. Annuity and Variable Life Business

Sun Life Financial recently announced the execution of a definitive agreement whereby Delaware Life Holdings, a company owned by shareholders of Guggenheim Partners, will purchase Sun Life’s domestic U.S. annuity and variable life businesses.

The impact of AG 38: Product changes highlighted in the latest Due Care Update

The impact of federal regulation AG 38 is highlighted in the latest Due Care Update released by M Financial and Sage Consulting.

Annuities provide sound alternative for guaranteed retirement income

A recent TIME Magazine article highlights why annuities are a good avenue for securing retirement income.

As seen in the NY Times: For Top Executives, Richer Retirement Plans

A recent NY Times article highlights the ways in which corporation are retaining their key executives and protecting their employees' retirement plans.

Jason Kurchner, CFP talks about the Sage audit process

New video: the value of regularly auditing your life insurance products can translate into big savings. Sage Consulting offers a specialized audit process for our clients.

NY Times features article on gift and estate tax provisions

A recent article in the NY Times features provisions on estate and gift tax breaks that are due to expire at the end of the year. We discussed alternatives and means to avoid future taxation using creative methodoligies Sage is best known for.

First round of September ratings actions and financial carrier strengths

In the latest M Due Care Update, ratings actions and financial carrier strengths are reviewed; NAIC approved revisions to NLG reserves highlighted.

Jason Kurchner, CFP talks about the Sage approach to corporate benefit solutions

Corporate benefits offered by Sage provide leverage in retaining your most valued employees through unique and creative solutions.

Latest August Ratings and Summary of Financial Carrier Strengths

Latest ratings actions and summary of financial carrier strengths now availablef or review.

Latest July Ratings Actions and Summary of Financial Strength Ratings

Latest July Ratings Actions and M Financial Carriers Summary of Financial Strengths Ratings.

M Due Care Update: Ratings actions and complete summary of financial strengths

M Due Care Update: Ratings actions and complete summary of financial strengths

More June Ratings Actions, plus IRS releases applicable federal rates for July

Various ratings actions, including an affirmation on TIAA and its wholly owned subsidiary, TIAA-CREF Life Insurance Company.

June Ratings Actions - M Financial carriers summary of financial strengths

The most recent of ratings actions made on carriers and ratings reports. Plus, Standard & Poor's issues analysis of TIAA and TIAA-CREF and its very strong financial strength rating.

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