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Press Release

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Oregon to receive more than $420,000 from Nexo securities settlement

March 6, 2023

The North American Securities Administrators Association (NASAA) and the U.S. Securities and Exchange Commission (SEC) recently announced that a settlement…

Transamerica expands hospital indemnity insurance

March 1, 2023

Transamerica announced the availability of new benefit riders with its employer-offered hospital indemnity insurance to help workers financially when they experience a hospital stay.

IRI announces 2023 Retirement Security Blueprint

March 1, 2023

The Insured Retirement Institute released its 2023 Federal Retirement Security Blueprint detailing the association’s federal legislative and regulatory public policy agenda.

Less than half of US workers are aware of the IRS tax credit for eligible retirement savers

March 1, 2023

Less than half (49%) of U.S. workers are aware of a tax credit that may help them save for retirement and lower their tax bill.

Employers turn to voluntary benefits to rein in health care costs

March 1, 2023

Brokers are adding innovative products and services due to various market forces, which include rising health care costs (81%), competition from other brokers (50%), and increased demand for price transparency (48%).

HSA holders not taking full advantage of tax benefits, EBRI finds

March 1, 2023

A new research report by the Employee Benefit Research Institute found that most accountholders use their HSAs to pay for current expenses and do not take complete advantage of the tax benefits HSAs offer.

Equitable enhances buffered annuity suite

March 1, 2023

The new enhancements are designed to provide clients with partial protection against market volatility along with the opportunity to capture upside market potential up to a cap.

March 1, 2023

Societal headwinds undermine women’s retirement security

A report from the Transamerica Center for Retirement Studies examines the retirement-related risks for women in the workforce

Report finds employers ‘paternalistic’ about employer health insurance

February 23, 2023

A new research report from the Employee Benefit Research Institute (EBRI) that examined conditions that might lead employers to offload provisions of health benefits found employers often view themselves as “paternalistic” and wished to make it easier for their workers to get affordable health coverage. 

John Hancock expands access to cancer screening technology

February 23, 2023

John Hancock announced it will expand access to GRAIL’s Galleri multi-cancer early detection test to eligible life insurance customers participating in the John Hancock Vitality PLUS program.

FPA makes Elder Planning Specialist Program available to members

February 23, 2023

As the American populace grows older, financial planners will need to address the increasing financial impact felt by older Americans and their families.

Half of US investors fear rate rises will trigger liquidity crisis

February 22, 2023

Half of institutional investors fear rate rises will trigger a liquidity crisis, while nearly three in 10 think equity markets could fall up to 20% this year, new research shows.

FINEOS and Empathy partner to support life insurance beneficiaries

February 21, 2023

The partnership between FINEOS and Empathy will equip life insurance carriers with the technologies and services they need to comprehensive support to their customers.  

Fixed annuity sales continue to surge but decade-long trends will return

February 16, 2023

If current market conditions hold, fixed annuities, fixed indexed annuities, and registered index-linked annuities are predicted to compete more fiercely with one another during the next five years, according to Cerulli.

Medicare beneficiaries still need high savings for medical costs

February 15, 2023

A new research report released by the Employee Benefit Research Institute (EBRI) found that projected savings that Medicare beneficiaries needed for health expenses remained high in 2022.

Unlicensed California insurance agent sentenced for stealing $140,000 from clients

February 13, 2023

Robert Meseer, 69, of Westminster, was sentenced yesterday after pleading guilty to 55 felony counts of grand theft, insurance fraud,…

NC Commissioner Causey negotiates settlement on dwelling rate request

February 13, 2023

The N.C. Department of Insurance has ended its legal dispute with the North Carolina Rate Bureau regarding the bureau’s proposed…

Wisconsin releases enforcement actions for January

February 8, 2023

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for January. The actions are…

Oregon issues order to revoke licenses of Lake Oswego investment adviser

February 5, 2023

The Oregon Division of Financial Regulation (DFR) has issued an order to revoke the investment adviser and insurance licenses of…

State: all insurers failed to comply with Oregon Reproductive Health Equity Act

February 3, 2023

All 12 health insurance companies in the individual, small group, and large group markets in Oregon failed to comply fully…

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