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What’s behind private equity investment in insurance brokerages

14 hours ago Top Stories No comments.
Image shows two men shaking hands.
Insurance brokerage transaction volume rose by 293% between 2013 and 2021. (This image was created with AI)

U.S. insurance brokerage deal volume has increased dramatically over the past 10 years, and that increase is primarily driven by private equity investment.

Read more
June 19, 2026

‘Low-risk’ homes are flood-exposed as storm season begins

Flooding remains one of the most misunderstood and underinsured risks facing U.S. homeowners today.

June 19, 2026
Image shows the New Jersey Senate and a generic bill
The New Jersey Senate is considering a bill that would exempt financial advisors from employer definitions. (This image was created with AI)

Advisors get a win as NJ Senate passes independent contractor bill

The New Jersey Senate is considering legislation to clarify the choice of independent contractor status for certain professionals, including financial advisors.

June 18, 2026
Image shows people playing tug of war with the words "Life Illustration Rules" highlighted.
IUL illustrations are rarely turning out accurate, one longtime industry expert says. (This image was created with AI)

Industry experts warn NAIC: Fix flawed IUL illustrations now

Current IUL illustrations are likely to leave consumers with unrealistic expectations about policy performance and retirement income potential, experts say.

June 18, 2026

Help clients cut through the noise around prescription drug plans

We’re hearing questions from clients who seem more confused than ever before.

June 18, 2026
Image shows a confused man at a desk with a book
Many clients who have worked in the federal sector have access to three income streams in retirement: a FERS pension, Social Security benefits, and a Thrift Savings Plan. (This image was created with AI)

Why federal retirement benefits are more complex than advisors realize

Federal retirement benefits can be far more complex than those in the private sector, advisors say.

June 17, 2026
Image shows an agent checking a death claim
Life insurers might not be capturing all the policyholder deaths they should, consumer reps say. (This image was created with AI).

Advocates: Life insurers potentially missing millions of deaths annually

Consumer advocates are urging life insurance regulators to strengthen death-claim searches, warning that the Death Master File isn’t what it used to be.

June 17, 2026

AVOID Act may push businesses to avoid New York State

Legal practitioners in New York State, and across its court systems, are bracing for a sea change as the Avoiding Vexatious Overuse of Impleading to Delay Act, better known as the AVOID Act, took effect on April 18.

June 17, 2026
Image shows a man intently studying the market data.
Trying to "time the market" is a dangerous game to play when retirement is at stake, experts say. (This image was created using AI)

Why timing the market is still a retirement mistake and what to do instead

Financial experts agree that clients should forget trying to time the market and instead focus on solid planning and risk tolerance.

June 16, 2026
Greg Lindberg faces mounting court troubles
Greg Lindberg is headed back to prison for bribery and fraud.

Greg Lindberg slams ‘vindictiveness’ in fight for prison computer access

Lindberg, sentenced to 12 years in prison last month, said investigators are suddenly playing hardball with elements of his plea agreement.

June 16, 2026

Forget taxes: Insurance scarcity redefines wealth migration paths

Insurance availability has become the determining factor of not only where people live, but also where they store their assets.

June 16, 2026

Business owners may be overlooking a key part of their financial picture

Business credit can be easy to overlook because it usually does not create urgency until a company needs something.

June 15, 2026
Image shows a cartoon boot kicking out a box marked "STOLI"
Courts have not taken kindly to stranger-originated life insurance (STOLI). (This image was created with AI)

Appeals court rejects investor payouts in latest decision against STOLI

A federal appeals court upheld a lower court ruling last week that voided two life insurance policies with a combined face value of $8 million.

June 15, 2026
Image shows a cartoon version of Rep. Ocasio-Cortez in the House
Rep. Alexandria Ocasio-Cortez’s bill would cap compensation for agents and brokers representing for-profit Medicare Advantage organizations.

Agent groups speak out against congresswoman’s call to limit MA compensation

The Medicare agent community is speaking out against a bill by Rep. Alexandria Ocasio-Cortez, D-N.Y., that would limit broker compensation for Medicare Advantage Plans.

June 15, 2026

Why premium-financed IUL is failing

The widespread failure of these plans is the natural and foreseeable result of an unstable financial design.

June 12, 2026
Image shows different stacks of coins

How smart investments prepare clients for inflation

A new survey finds that 80% of American consumers are at least slightly concerned about the onset of a recession.

June 12, 2026
Image shows the flags of Oklahoma and the US.
A new Oklahoma law could become a national model for handling rate requests. (This image was created with AI)

Oklahoma’s insurance reform: What it means for advisors nationwide

New Oklahoma legislation requires insurers to file proposed rate changes and supporting information before rates take effect.

June 12, 2026

The claims conversation to have before, during and after a loss

The best time to talk about claims is before one happens.

June 11, 2026
Image shows a 2027 seal and mention health insurer rate increases
In Connecticut, ConnectiCare Benefits filed for an average 22.7% increase on individual plans, one example of the rate hikes being sought. (This image was created with AI)

ACA premium shock: Health insurers request hikes up to 30% for 2027

Soaring medical service costs and the expiration of pandemic-era federal premium subsidies are driving the steep rate hike requests.

June 11, 2026

The biggest risk to your clients’ financial plans isn’t market volatility

Health-related income risk remains largely outside the financial planning conversation.

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