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Protecting client data in the age of AI

4 hours ago Insurtech No comments.
AI may put client data at risk (AI-generated image)

AI will undoubtedly create new opportunities and efficiencies, but innovation should not come at the expense of privacy.

Read more
4 hours ago
Image shows an AI flow chart
Insurers are deploying AI in a variety of ways. (AI-generated image)

New assessment tool helps insurers take a hard look at their AI game plan

This tool helps insurers assess their progress in AI, gain insights into how their competitors are using AI, and identify missed opportunities where AI could deliver additional benefits.

September 11, 2026
Image shows a busy battle scene
The annual review is the time to check up on a client's insurance needs. (AI-generated image)

Why client insurance needs could change even if their life doesn’t

A client’s insurance needs can change at any time for a wide range of reasons. Advisors need to be alert and ready with solutions.

September 11, 2026
How do you overcome clients' trust gap with AI? (AI-generated image)

Overcoming the AI trust gap

What happens when a client receives an AI-influenced decision and wants to know why?

September 10, 2026
Image shows a swirl of paper
Through the first eight months, life insurance application activity was up 15.6% from the same period in 2025. (AI-generated image)

MIB reports double-digit life insurance app activity in record August

Life insurance application activity surged 18% in August from a year earlier, with the most significant gains seen among older Americans.

September 10, 2026
Life insurance riders won't do enough to solve the long-term care crisis (AI-generated image)

Why life insurance riders aren’t solving the LTC crisis

True long-term care protection is designed around the realities of aging, not as an add-on to a life insurance policy.

September 10, 2026
Artificial intelligence is making policy migration faster (AI-generated image)

How AI is accelerating policy migration

Artificial intelligence can help insurers modernize policy migration, making the process seamless for customers and providing better customer experience, according to Juan Huerta, head of AI with Zinnia.

September 9, 2026
Image shows a row of shadowed people
Proponents of retirement legislation say workers need greater opportunities to save and more access to protected lifetime-income solutions. (AI-generated image)

IRI pitches retirement agenda to Jeffries as democrats shape affordability platform

IRI is urging House Democratic Leader Hakeem Jeffries to include retirement-security proposals in Democrats’ affordability agenda.

September 9, 2026
Image shows the NAIC logo
Regulators are trying to rein in troublesome annuity illustrations. (AI-generated image)

Guidance, bulletin or reg? NAIC debates form of annuity illustration update

An NAIC working group is leaning toward a model bulletin to quickly address problems with annuity illustrations.

September 9, 2026
What Medicare agents must know about new CMS rules (AI-generated image)

Keep the transcript; Don’t delete the audio

The transcript is worth having on its own merits, and that’s the part most Medicare agents will skip past.

September 9, 2026
Image shows "Life Insurance 02" in reference to sales.
Life insurance sales are up across the board. (AI-generated image)

Life insurance sales rise across all product lines in Q2, Wink reports

Life insurance sales topped $3.1 billion in the first quarter, Wink, Inc. reported, up substantially over the first quarter and last year.

Wisconsin regulators to review proposed transfer of control of SU Insurance Co.

September 8, 2026

Wisconsin regulators will hold a Sept. 21 hearing on a proposal to transfer control of SU Insurance Co. to the Polaski Family Trust.

September 8, 2026
A Georgetown University study estimates the No Surprises Act's arbitration system has generated $22.4 billion in costs since 2022, as dispute volumes continue to exceed federal projections and concerns grow over the impact on employers, health plans and premiums. (AI-generated image.)

No Surprises Act arbitration costs reach $22.4 billion as disputes surge

A Georgetown University study estimates the No Surprises Act’s arbitration system has generated $22.4 billion in costs since 2022.

Nationwide adds mutual fund-linked strategy to New Heights Select FIA

September 8, 2026

Nationwide and Annexus have added what they said is the first mutual fund-linked strategy to a fixed indexed annuity. The…

September 8, 2026
Child-free clients need an advisor who understands their situation. (AI-generated image)

Help child-free clients plan for their later years

The number of child-free couples in the U.S. is increasing rapidly, creating a niche market for financial planners interested in helping them set and achieve their financial-planning goals. 

September 4, 2026
Medicare Annual Election Period is approaching and agents have much to prepare for. (AI-generated image)

How to prepare for new AEP rules

As we head into this Annual Election Period, the biggest mistake you can make is to assume a plan that fit a client last year will still fit this year.

September 4, 2026
Cartoon image shows a woman holding a life insurance policy.
When do life insurance policy loans make sense? (AI-generated image)

Life insurance loans: what to do when a client shows interest in one

When a client expresses interest in a life insurance loan, an advisor must clearly lay out the pros and cons.

September 3, 2026
Image shows a man pointing to a chart.
Many consumers struggle to understand insurance terms, experts say. (AI-generated image)

Could ‘plain English’ become an advisor’s secret weapon?

Advisors say their clients deserve a clear picture of what their policy covers and what it does not, and why that information matters.

September 3, 2026
Image shows the numbers "403(b)."
According to IRI, more than 10 million Americans participate in 403(b) plans. (AI-generated image)

IRI urges Senate action on 403(b) parity legislation

The Insured Retirement Institute is urging Senate leaders to move forward with legislation that would expand investment options for people saving in 403(b) retirement plans.

DLA Piper adds former NAIC CEO Gary Anderson to its Insurance practice

September 3, 2026

DLA Piper has added Gary Anderson as a Partner in its Insurance practice in Boston, where he advises insurers, reinsurers,…

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