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View Full Version : Kentucky Prohibits Insurers From Retaining Survivors' Cash Without Consent



MNeagle
14th August 2010, 03:17 PM
Kentucky’s insurance regulator has prohibited life insurers in the state from automatically retaining death benefits in their corporate general funds and issuing so-called checkbooks to the survivors.

“We believe in consumers having choices,” said Kentucky Insurance Commissioner Sharon Clark in an interview at the National Association of Insurance Commissioners meeting in Seattle today. “We’re trying to be as pro-active as we can.”

Regulators are under pressure to change industry practices after Bloomberg Markets magazine reported in July that carriers profit by holding and investing $28 billion owed to beneficiaries. Retained asset accounts allow insurers to keep the proceeds of a life insurance policy in their general corporate accounts, earning investment income, while providing the beneficiary with a “checkbook” account that’s not insured by the Federal Deposit Insurance Corp.

Clark issued the advisory opinion in Kentucky yesterday. Under it, insurance companies also are required to provide a new contract with complete disclosure on retained asset accounts. Unless beneficiaries agree to that contract, payment must be made by check, rather than by setting up a retained asset account, she said.

Clark said her office will consider it to be an “unfair claims settlement practice” for an insurer to place life insurance proceeds in a retained asset account without a beneficiary’s consent. Bloomberg reported this is a common practice among life insurers, including the nation’s largest, MetLife Inc. and Prudential Financial Inc.

The NAIC on Aug. 6 formed a special task force to consider retained asset accounts. The joint working group, which includes representatives of the NAIC’s life insurance and annuities committee and the market regulation and consumer affairs committee, will meet tomorrow.

http://www.bloomberg.com/news/2010-08-14/kentucky-prohibits-insurers-from-retaining-survivors-cash-without-consent.html

Glass
14th August 2010, 07:03 PM
yup They've been doing that down under for decades. Probably since the product was first offered. I have a friend who is in this situation. However for him, he needs some kind of fiduciary to act on his behalf. If he didn't it would have all gone years ago. I keep telling him it will run out 10 years before he even reaches pension entitlement age. And in fact the entitlement age was pushed back by 10 years so it's going to be a shock for sure.

Stop Making Cents
14th August 2010, 08:52 PM
I don't get this. Can't you just write a check to yourself for the full amount and deposit it in your own bank account?

Phoenix
14th August 2010, 09:48 PM
I don't get this. Can't you just write a check to yourself for the full amount and deposit it in your own bank account?


Sure, but like with every bankster system, the victim is maneuvered into trusting them with their money. Confidence scheme.