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

23 minutes ago Top Stories No comments.
Image shows an older couple meeting with an advisor
The “menopause tax” is typically an accumulation of smaller, recurring costs.

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

Read more
6 hours ago

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.

6 hours ago

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.

6 hours ago

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.

May 7, 2026

Big health systems blamed for affordability crisis

America’s health care affordability crisis is driven by unchecked health care consolidation, particularly among hospitals, according to a report released by Families USA.

May 7, 2026
Image shows the Equitable logo
Competitors are eyeing the elephant in the room: a looming Equitable-Corebridge powerhouse.

Equitable-Corebridge merger casts shadow over life insurance earnings

As life insurers toast another quarter of strong sales, executives are also eyeing the elephant in the room: a looming Equitable-Corebridge powerhouse.

May 7, 2026

When an MEC is an effective planning tool

A modified endowmnent contract isn’t inherently good or bad.

May 7, 2026

How hospital outpatient departments increase the cost of care

Two shifts in care are bringing more people to hospital outpatient departments, and these hospital departments are more expensive than independent physician offices for the same service.

May 6, 2026
Image shows the Genworth logo
Genworth continues to actively manage its closed block of mispriced LTC insurance.

Genworth reports Q1 earnings, shifts focus to exclude legacy blocks

Genworth Financial continues to grow its CareScout brand while doubling down on efforts to proactively manage its mispriced LTC blocks.

May 6, 2026
Image shows the CVS logo and "Q1 Results"
CVS will launch the Health100 app, an AI-powered digital health platform created with Google Cloud, later in 2026.

Aetna drives CVS to $100B quarter as earnings soar

CVS Health reported strong first-quarter results Wednesday, with its insurance business, anchored by Aetna, showing meaningful improvement.

May 6, 2026

Life insurance premium jumps 10% in 1Q

Total U.S. individual life insurance new annualized premium plus excess jumped 10% year over year to $4.5 billion in the first quarter of 2026, according to LIMRA’s preliminary U.S. Life Insurance Sales Survey.

AIG to sell remaining shares in Corebridge Financial

May 6, 2026

American International Group announced Tuesday that it will sell about 25 million shares of common stock of Corebridge Financial, representing…

May 6, 2026

More investors will seek comprehensive financial planning

Advisors expect that 54% of clients will receive ongoing comprehensive planning advice by 2027, up from the current 48%, according to the latest Cerulli Edge—U.S. Advisor Edition.

May 6, 2026

Medicare Advantage: What agents in the field are seeing

The economics are straightforward, and they’re ugly.

May 5, 2026
Image shows the logos of Corebridge and Equitable.
Corebridge and Equitable are merging in a blockbuster deal.

Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms

Corebridge and Equitable announced a March merger to form a $22 billion entity, a deal expected to close by year-end 2026.

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