Anna Baluch is a finance reporter and writer with more than a decade of experience. Contact her at [email protected]
Fidelity Investments recently announced its Fidelity Freedom Lifetime, the latest guaranteed income option for employer plans.
How technology helps carriers prevent claims before they happen.
Hedge funds don’t make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.
As AI use grows, insurance companies are increasingly questioning whether photos submitted during the claims process are real.
As the cost of living puts greater pressure on household budgets, the market for life settlements continues to grow as well.
Federal retirement benefits can be far more complex than those in the private sector, advisors say.
Financial experts agree that clients should forget trying to time the market and instead focus on solid planning and risk tolerance.
New Oklahoma legislation requires insurers to file proposed rate changes and supporting information before rates take effect.
The U.S. property and casualty insurance industry achieved record-breaking underwriting profitability in the first quarter of 2026.
Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.
Forecasters are warning that Super El Niño is expected to make its debut soon and will likely continue through winter and early 2027.
Indexed universal life insurance now represents about 25% of life insurance sales and the product is rapidly increasing in popularity.
The California property insurance market is currently facing severe structural strain, making coverage increasingly expensive and difficult to find.
Many insurers are still using AI for existing underwriting and claims rather than redesigning how those workflows operate.
New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.
A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.
Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.
The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.
Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.
Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.
