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The modern advisor: Merging income, insurance, and investments

3 days ago
Image shows a cartoon image of an advisor
The financial lives of Americans have never been more complex, and complexity is precisely why integration matters. Read more
More Top Stories
TOP NEWS
  • Earnings roundup: Prudential works to save ‘unique’ Japanese market

  • Big health systems blamed for affordability crisis

  • Equitable-Corebridge merger casts shadow over life insurance earnings

  • How hospital outpatient departments increase the cost of care

INSURANCENEWSNET MAGAZINE

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In this issue...

  • Guiding women through the Great Wealth Transfer
  • Bringing meaning to life — With Salene Hitchcock-Gear
  • A heart for finance — with Lizbeth Menjivar
  • Making women’s health a higher priority
  • The weakest link: Lifetime earnings assumptions
  • What to do when term life runs out
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SPECIAL FEATURE

AI is coming to Medicare claims

Artificial intelligence can process a prior authorization request in mere seconds, cross-referencing thousands of variables without fatigue. Read More

MORE FEATURES

From The Field

How life insurance became a living-benefits strategy

Life insurance is increasingly being positioned as a living financial strategy.

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    When an MEC is an effective planning tool

    A modified endowmnent contract isn’t inherently good or bad.

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      Medicare Advantage: What agents in the field are seeing

      The economics are straightforward, and they’re ugly.

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      More From The Field

ADVISOR NEWS

Financial shocks, caregiving gaps and inflation pressures persist

The Society of Actuaries Research Institute has published its latest Retirement Risk Survey complete report of findings, providing insights on Americans’ retirement concerns and preparedness in retirement.

  • Americans unprepared for increased longevity
  • More investors will seek comprehensive financial planning
  • Midlife planning for women: why it matters and how advisors should adapt
  • Tax anxiety is real, although few have a plan to address it
  • Trump targets ‘retirement gap’ with new executive order
More ADVISOR NEWS

NEWSWIRES

Jerome Powell and the so-called 'Fed independence'

Jerome Powell is finished as Federal Reserve Board chairman, but he has time left in his term, so he is sticking around. In 2008, prior to the advent of "quantitative easing," the M2 supply was $7 trillion… today it is $22.7 trillion. If you have a $100 bill in your wallet, $69 of those dollars were printed in the last 18 years, the other $31 were printed in the century before.

  • Best’s Market Segment Report: AM Best Maintains Stable Outlook on Italy’s Non-Life Insurance Segment
  • Arizona's Medicaid, AHCCCS, undergoes huge changes
  • Urgent consumer alert: Minnesota families targeted in bail scam
  • Rob Schofield: NC’s new Medicaid ‘compromise’ comes at a cost
  • We have to stop this with our votes | RODNEY WALKER
More NEWSWIRES

INN Insider

Newmont Corporation $NEM Shares Purchased by ABN AMRO Bank N.V.

ABN AMRO Bank N.V. increased its stake in shares of Newmont Corporation (NYSE:NEM – Free Report) by 555.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 300,395 shares of the basic materials company’s stock after purchasing an additional 254,567 shares…

  • 49 Wealth Management LLC Invests $1.07 Million in The Hartford Insurance Group, Inc. $HIG
  • ASR Vermogensbeheer N.V. Takes $2.61 Million Position in Comfort Systems USA, Inc. $FIX
  • ASR Vermogensbeheer N.V. Acquires New Position in IonQ, Inc. $IONQ
  • 2,600 Shares in The Goldman Sachs Group, Inc. $GS Bought by Aubrey Capital Management Ltd
More INN Insider

Annuity News

LIMRA: Annuity sales notch 10th consecutive $100B+ quarter

Total U.S. annuity sales were $104.6 billion in the first quarter of 2026, 2% below first quarter 2025 results, LIMRA reported. Read More

AIG to sell remaining shares in Corebridge Financial

American International Group announced Tuesday that it will sell about 25 million shares of common stock of Corebridge Financia... Read More

Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms

Corebridge and Equitable announced a March merger to form a $22 billion entity, a deal expected to close by year-end 2026. Read More

  • Transamerica introduces new RILA with optional income features
More Annuity News

Life Insurance News

Life insurance premium jumps 10% in 1Q

Total U.S. individual life insurance new annualized premium plus excess jumped 10% year over year to $4.5 billion in the first ... Read More

  • Transamerica agrees to $57M settlement in cost-of-insurance lawsuit
  • The next step for AI in insurance — partnerships to scale
  • Your clients are sitting on underused assets
More Life Insurance News

Health/Employee Benefits News

MCCLELLAN INTRODUCES BILL TO HELP VIRGINIANS KEEP THEIR MEDICAID COVERAGE

Congresswoman Jennifer McClellan and Congressman Troy A. Carter, Sr. introduced the Medicaid Outreach and Assistance for Commun... Read More

The Spine of Justice Roberts

I do not like Chief Justice John Roberts. I think his loyalties lie more with defending the entrenched powers of the political ... Read More

SENATE APPROVES BILL TO LIMIT PREMIUM INCREASES, PROTECT ACCESS TO HEALTHCARE

DENVER, CO The Senate today passed legislation to blunt health insurance rate increases and reduce the number of Coloradans who... Read More

  • All about AHCCCS: Navigating Arizona Medicaid’s changing landscape
More Health/Employee Benefits News
inn-insider

Heritage Insurance Q1 Earnings Call Highlights

Heritage Insurance NYSE: HRTG reported what management described as the most profitable first quarter in the company’s history ... Read More

Promising Fintech Stocks To Add to Your Watchlist – May 10th

Rocket Companies, Joint Stock Company Kaspi.kz, and UP Fintech are the three Fintech stocks to watch today, according to Market... Read More

Horace Mann Educators Q1 Earnings Call Highlights

Horace Mann Educators NYSE: HMN reported record first-quarter 2026 core earnings per share of $1.28, up 20% from the prior-year... Read More

  • Hagerty Q1 Earnings Call Highlights
More INN Insider News

Property and Casualty News

U.S. SENATORS TINA SMITH, DAVE MCCORMICK, RUBEN GALLEGO AND THOM TILLIS INTRODUCE BIPARTISAN LEGISLATION TO EXTEND THE TERRORISM RISK INSURANCE PROGRAM FOR SEVEN YEARS

The following information was released by the office of Minnesota Sen. Today, U.S. Senators Tina Smith, Dave McCormick, Ruben G... Read More

Richmond National Insurance wins second place for midsize company Richmond National Insurance wins second place for midsize company

I love my job because... Richmond National Insurance is a specialty property and casualty insurance company that offers insuran... Read More

Candidates for California insurance commissioner say they can fix the state’s coverage crisis

In an opinion column last month, legislators representing communities from San Francisco to San Diego are sending the same mess... Read More

  • Ohio State Bar Association and ALPS Insurance Reach Agreement for Sale of Ohio Bar's Insurance Provider
More Property and Casualty News

Insurtech News

Record Lows and Highs for Medicare Advantage and PDPs by Mark Farrah Associates

Medicare Advantage market penetration remains strong; however, the growth rate has slowed to a record low, of 2.4%; while Presc... Read More

NAIC regulators debate the scope of AI guardrails

State insurance regulators are at the implementation phase of guidance on artificial intelligence, following broader adoption o... Read More

WHY POLITICAL PRESSURE ON CENTRAL BANKS CAN RAISE YOUR BORROWING COSTS

The following information was released by the University of Virginia's Darden Graduate School of Business Administration:.... Read More

  • Tesla Promises Lower Insurance Premiums With 'Every Mile' Of Supervised FSD Driving: Here's How To Avail It
More Insurtech News

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Press Releases

  • Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
  • Highland Capital Brokerage Acquires Premier Financial, Inc.
  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
  • Hexure Offers Real-Time Case Status Visibility and Enhanced Post-Issue Servicing in FireLight Through Expanded DTCC Partnership
  • RFP #T01325
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