American International Group announced Tuesday that it will sell about 25 million shares of common stock of Corebridge Financial, representing…
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.
Medicare Advantage: What agents in the field are seeing
The economics are straightforward, and they’re ugly.
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.
Transamerica agrees to $57M settlement in cost-of-insurance lawsuit
Transamerica reached a settlement on charges that it improperly increased COI charges on certain life insurance policies in 2022 and 2023.
The next step for AI in insurance — partnerships to scale
While many insurance providers have begun adopting artificial intelligence, others are already racing ahead to the next stage of scaling solutions.
Your clients are sitting on underused assets
Something significant is happening in the life insurance market, and it is unfolding quietly.
Midlife planning for women: why it matters and how advisors should adapt
Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.
On Monday, Transamerica introduced TSIA Income, a new registered index-linked annuity (RILA) designed to help individuals create protected lifetime income…
Tax anxiety is real, although few have a plan to address it
Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.
American Life & Security Corp., a growing carrier in the annuity and retirement space, today announced it has expanded to…
Life insurance sales surge 7% in 2025, but the work isn’t over
Since the 2020 pandemic, life insurance sales have surged. In 2025, policy counts jumped 7% year over year, but there remains work to be done, LIMRA researchers say.
The case for DTC/agent hybridization
Life and annuity carrier executives are concerned about a critical issue – the increasing cost of customer acquisition.
Trump targets ‘retirement gap’ with new executive order
President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.
Younger investors are engaged and advisors must adapt
Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.
Convertible market dynamics and the portfolio implications for insurers
The convertible market has grown significantly in recent years, reflecting increased equity issuance and evolving corporate financing needs.
Guiding women through the Great Wealth Transfer
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
Bringing meaning to life — With Salene Hitchcock-Gear
Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.
A heart for finance — with Lizbeth Menjivar
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
