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Strong underwriting: what it means for insurers and advisors

2 hours ago Top Stories No comments.
Image shows a man flexing a bicep

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.

Read more
3 hours ago

5 steps to take before selling your insurance agency

Taking steps to prepare an agency or brokerage before putting it on the market can increase its valuation and attract more – and better – buyers.

18 hours ago
Image shows the Ameritas logo
A North Carolina couple alleged that Ameritas deliberately concealed their broker's felony aggravated assault with a deadly weapon charge.

Ameritas settles with Navy vet in lawsuit over disputed annuity sale

Ameritas settled a lawsuit with a North Carolina couple over alleged improper annuity sales, court filings show.

21 hours ago
Image shows the NAIC logo
In a joint letter, a group of seven leading life insurance and annuity trade groups stressed that the best interest regulation is working.

NAIC annuity guidance updates divide insurance and advisory groups

The NAIC best-interest annuity sales rule is working, industry trade groups say. The CFP Board disagrees and is pushing regulators to get tougher.

May 13, 2026
Image shows the Department of Labor logo
Will the Department of Labor drop its fiduciary rule for good?

Will the Department of Labor take another shot at a fiduciary rule?

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?

May 13, 2026
Image shows two figures sitting on a pile of coins
Two-thirds of Americans would support a SECURE 3.0 package that includes retirement income.

Retirement is increasingly defined by a secure income stream

Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.

May 13, 2026
Image shows a ticker reading, "Beyond the S&P 500."
New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, can pay off.

Beyond the S&P 500: The case for RILA diversification

New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, is worth considering.

May 13, 2026

Rethinking the ways employers manage benefits risk

Employers who are waiting for benefits costs to stabilize may be misunderstanding what is happening in the market.

May 12, 2026

Carpe Data urges industry-wide collaboration to stem AI-driven insurance fraud

An American data and analytics firm is calling for industry-wide collaboration to find solutions for artificial intelligence-driven insurance fraud, which is becoming increasingly complex and widespread.

May 12, 2026

GLP-1s: Rewriting the relationship between pharmacy benefits and stop-loss

GLP-1s are forcing the conversations about pharmacy benefits and stop-loss strategy.

May 12, 2026

3 ways AI can help close the gap for women’s insurance coverage

Artificial intelligence may also help address a longstanding industry issue: the gender gap in coverage.

May 11, 2026
Image shows an older couple meeting with an advisor
The “menopause tax” is typically an accumulation of smaller, recurring costs.

Addressing the ‘menopause tax:’ A guide for advisors with female clients

Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.

May 11, 2026

Lack of digital tools drives wedge between insurers, advisors

Failure to leverage digital tools to streamline business processes is tainting an otherwise high financial advisor satisfaction score for U.S. life insurance and annuity companies.

May 11, 2026

Living benefits: A better way to position life insurance

More people are now considering how a health event could affect income, independence and long-term financial stability.

May 11, 2026

Alternative investments in 401(k)s: What advisors must know

The push to bring alternative investments into 401(k) plans “is quickly becoming the most dynamic and complicated topic in the financial services space,” said Gina Alsdorf, an attorney with Carlton Fields.

May 8, 2026
Image shows a cartoon image of an advisor
A client can have a well-performing portfolio and still face catastrophic exposure because protection was never coordinated with the plan.

The modern advisor: Merging income, insurance, and investments

The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.

Wisconsin releases enforcement actions for April

May 8, 2026

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

May 8, 2026
Image shows the Prudential logo
Prudential posted stronger first-quarter earnings Wednesday, despite compliance problems in Japan.

Earnings roundup: Prudential works to save ‘unique’ Japanese market

Prudential posted stronger first-quarter earnings Wednesday, even as the insurer continued to grapple with fallout from compliance problems in Japan.

May 8, 2026

How life insurance became a living-benefits strategy

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

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

May 7, 2026

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

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