Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them.
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Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.
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.
Health Agents for America, along with members of the independent health insurance agent community, is taking legal action against New York state following the decision to eliminate commissions for agents assisting consumers with enrollments on that state’s Affordable Care Act exchange.
Medicare’s regulatory framework was built for a version of retirement that no longer exists.
More than $150 million from the sale of a key asset tied to Greg Lindberg’s insurance empire has been distributed to policyholders with uncovered claims.
Returning home to live with their parents is becoming a defining feature of life for many young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
The insurance industry deals with some specific challenges that can prevent AI pilots from taking off.
Elevated standards of care in our industry are here to stay.
Generative AI has moved well beyond the margins of claims management and is now woven into everyday workflows.
Business as usual is no longer sufficient.
Disgraced financier Greg Lindberg is asking a federal judge to sharply reduce his prison time ahead of a consolidated May 26 sentencing hearing.
Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
New research from the Society of Actuaries has found insurance and financial services leaders across a range of sectors all named artificial intelligence as the top emerging risk for 2026 and in the years to come.
Taking steps to prepare an agency or brokerage before putting it on the market can increase its valuation.
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.
Ameritas settled a lawsuit with a North Carolina couple over alleged improper annuity sales, court filings show.
The NAIC best-interest annuity sales rule is working, industry trade groups say. The CFP Board disagrees and is pushing regulators to get tougher.
The DOL is (again) abandoning attempts to extend fiduciary duty to one-time rollovers from retirement accounts. Will the fiduciary rule rise a third time?
Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
