Is financial security possible in the longevity economy?
The industry has the tools it needs. What’s missing is the roadmap for how to use them.
SEC pushes Vanguard Fair Fund distribution plan to 2027.
The cost of ignoring long-term care
Why agents can’t afford to stay silent.
What to do when adult children become the client
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
When technology becomes easy to rent, what still separates life and annuity carriers?
If you are not a leader in the AI race, what makes you stand out?
Judge rules insurers not liable for Newport Group’s AME Church pension lawsuit
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
Why vacation homes are becoming a major blind spot for advisors
Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.
The rise of the ‘gray divorce’ insurance client
A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.
Young and insured? You could still face thousands in medical bills
It only takes one unexpected injury or illness to derail your financial plans.
Wildfire smoke, increasing in frequency, has implications for morbidity
As wildfires occur more frequently, research shows that breathing wildfire-related particulate matter is as hazardous to health as smoking cigarettes.
Record IUL sales don’t diminish the need for continued customer engagement
Record IUL growth is raising the standard for case design, consumer education and long-term policy service as financial professionals move through the second half of 2026.
Succession planning: Building the future of your practice
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
Why the insurance claims payout process could deter AI adoption
While many insurers are moving to adopt AI across various aspects of their businesses, claims payouts are being overlooked.
From loss to security: Supporting widowed clients with life insurance
The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.
NABIP makes recommendations for prescription drug affordability
The National Association of Benefits and Insurance Professionals said it is ready to work with lawmakers to advance reforms that increase prescription drug affordability while strengthening Medicare’s long-term sustainability.
Plan now for lower Social Security benefits later
Addressing the Trust Fund’s solvency shortfall will come with a cost for future retirees.
Homeowners accuse Texas windstorm insurer of secretly reducing claims
Plaintiffs, who seek class-action status, allege that TWIA and the adjusting firms secretly altered damage estimates after inspections.
How the AI arms race could drive insurance M&A deals
The ability, or inability, of insurance companies to successfully adopt and scale artificial intelligence could be a driver of merger and acquisition activity over the next 12 months, said Mark Friedman, PwC partner and US insurance deals sector leader.
AI isn’t cutting broker jobs. Here is what it is doing instead
We are poised for a demographic shift that could leave millions of Americans without a broker or advice to help navigate a complex and costly insurance market.
