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November 1, 2024
Image shows the Prudential logo
Prudential reported a fall in third-quarter profit.

Prudential rides five $1B-selling annuity products to solid Q3

Booming annuity sales helped Prudential record strong performance in its retirement businesses during a successful third quarter.

November 1, 2024

A dynamic duo — Judith and Simone Lee

Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.

November 1, 2024

Creating the Preeminent Partnership — With Simplicity’s Bruce Donaldson

The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.

November 1, 2024

FRDs: The money must go somewhere

The need for guaranteed lifetime income is fueling interest in annuity sales.

November 1, 2024

Transferring generational wealth involves more than financial assets

Family dynamics, philanthropic goals and the family’s legacy all play a part.

November 1, 2024

Holistic financial planning is the way forward

Thoughts on building a new future by looking ahead.

November 1, 2024

When LTC planning takes an unexpected turn

How to consider alternative options for clients with adverse health conditions.

November 1, 2024

Pros and Cons of AI in the industry

Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.

November 1, 2024

Crisis to creativity: Evolving to meet needs of millennials and Gen Z

Life insurance must shake off its reputation as death insurance.

November 1, 2024

Peak 65 to fuel digital boom in annuities

The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.

November 1, 2024

50 years of ERISA: A look back at its roots

Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.

November 1, 2024

ICHRAs: A choice for small employers

Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.

November 1, 2024

Navigating the unknown tax terrain

Providing advice on taxes can open new doors for advisors.

October 31, 2024

Insurers, regulators race to harness power of AI

Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.

Athene announces CFO Martin P. Klein to retire

October 31, 2024

Athene Holding today announced that Martin Klein, executive vice president and chief financial officer, has informed the company of his…

October 31, 2024
Illustration with a swirling, hurricane-like pattern with the Allstate logo overlaying it. Allstate-reports-strong-Q3-earnings-despite-hurricane-losses.

Allstate reports strong Q3 earnings despite hurricane losses

Despite huge losses from hurricanes, Allstate reported strong earnings and improved strategic position for the third quarter 2024.

October 31, 2024
Image of a person dialing down risk on a "Risk" dial. Investors-reduce-risk-in-reaction-to-market-volatility.

Taming market volatility risk is a must for investors

Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.

October 31, 2024
Image shows the Lincoln Financial logo
Lincoln Financial executives say they are turning the corner despite recording a third-quarter loss.

Lincoln Financial delivers nuggets of good news, along with $528M Q3 loss

Lincoln Financial executives gave plenty of reasons Thursday for Wall Street analysts to feel good about its future: strong annuity sales, a new Bermuda reinsurer, and a new company branding effort.

October 31, 2024
Image shows several cartoon snippets related to AI.
Artificial intelligence is changing the insurance industry dramatically.

Insurers need to work fast to train employees on AI, or risk losing them

Having perfunctory skills in artificial intelligence is now “table stakes” for new hires in the insurance marketing world.

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