America’s ‘confidence recession’ in retirement
Why advisors are more important than ever in helping Americans plan for retirement.
Suitability standards for life insurance and annuities haven’t stood still.
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Why you should discuss insurance with HNW clients
An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.
Trump announces health care plan but Congress must OK it
President Donald Trump called on Congress to lower health care costs as he released a proposal he dubbed “The Great American Health Care Plan.”
AmeriLife Group, a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced the appointment of Todd Buchanan as president of AmeriLife Wealth.
Kyle Busch hits PacLife role in amended IUL fraud claims suit
Kyle Busch and his legal team filed an amended complaint Tuesday with more specific claims of alleged indexed universal life sales fraud by PacLife.
‘Cashing Out’: Film recounts how viatical settlements arose from AIDS crisis
Matt Nadel had to confront a lot of personal and ethical conflicts while making “Cashing Out,” a short film recounting the birth of the viatical settlement industry.
Senate report alleges Medicare upcoding by UnitedHealth
A Senate report released Tuesday alleges that UnitedHealth Group is gaming the Medicare Advantage system to reap massive payments.
The Financial Services Institute, a leading advocacy organization for independent financial services firms and financial advisors, today announced five new…
‘My life has been destroyed’: Dean Vagnozzi plots life insurance comeback
Once a top producer, Dean Vagnozzi became ensnared in a Securities and Exchange Commission investigation into Par Funding, found to be a Ponzi scheme. Now Vagnozzi is back.
Tax implications under the One Big Beautiful Bill Act
Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.
U.S. life insurance application activity finished 2025 with record-breaking growth of 6.8% compared with 2024, representing the highest annual growth…
House passes bill to extend enhanced ACA subsidies 3 years
The House passes a bill to give a three-year extension to Affordable Care Act marketplace enhanced subsidies.
Integrity adds further scale with blockbuster acquisition of AIMCOR
Integrity Marketing Group upscaled in a big way on Thursday with its acquisition of AIMCOR Group, a leading national insurance distributor.
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for December. The actions are…
Vermont judge sides with National Life on IUL illustrations lawsuit
A Vermont judge sided with National Life companies in a lawsuit over an indexed universal life policy that returned 0%.
Whole life or IUL? Help clients to choose what’s best for them
How each product supports the life someone wants to build.
Most Americans optimistic about a financial ‘resolution rebound’ in 2026
Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Mitigating recession-based client anxiety
Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
House to consider extension for expired ACA subsidies
House Speaker Mike Johnson, R-La., said he plans to bring a bill on extending the Affordable Care Act enhanced tax credits to the House floor this week.
