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March 5, 2026
Image shows a man and a robot sitting together
Current insurance agency AI adoption levels vary widely—33% are just experimenting, 22% are using AI in limited areas, 8% are embedding it in daily workflows, and 31% are not using it at all.

Two-thirds of independent agencies plan to increase AI use this year

According to the Big ‘I’, two-thirds of independent agencies plan to increase their AI usage in the next 12 months.

March 4, 2026
Image shows money and a basketball and the word "Fraud" in lights
A financial advisor defrauded several NBA players out of more than $5 million, investigators say.

Advisor convicted of defrauding NBA players through viatical life sales

A California investment adviser was convicted of defrauding three former NBA players out of more than $5 million, federal prosecutors said.

March 4, 2026
Image shows a couple meeting with a financial advisor
Market reports are the basis for objective, data-driven, investment decision-making.

Market reports turn economic trends into a strategic edge for advisors

Market reports usually include pricing pressures and geographic risk factors that turn complex data into practical guidance for retirement planning.

March 4, 2026

How technology is changing personal injury auto claims

The auto insurance claims operation in 2026 looks almost nothing like it did five years ago.

March 3, 2026

Rethinking whether annuities are too late for older retirees

“I’m too old for an annuity” represents one of your greatest untapped opportunities.

LIMRA: Individual life insurance new premium sets 2025 sales record

March 3, 2026

Total new annualized premium increased 10% year over year to $17.5 billion in 2025, according to preliminary results from LIMRA’s individual life insurance sales survey.

Wisconsin releases enforcement actions for February

March 3, 2026

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for February. The actions are…

March 3, 2026

How AI can drive and bridge the insurance skills gap

Artificial intelligence presents an opportunity to bridge a skills gap between older, more tenured insurance professionals and the younger counterparts the industry often struggles to recruit.

March 3, 2026

Personal lines stabilization doesn’t mean agent complacency

Personal lines are entering 2026 with real signs of stabilization, but not the kind that lets agents relax underwriting discipline or reset client expectations.

March 3, 2026
Image shows the SEC logo and a pic of Tai Lopez
The SEC is in settlement talks with three defendants it accuses of running a scam.

SEC in ‘active and detailed’ settlement talks with accused scammer Tai Lopez

The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.

March 2, 2026
Image shows the cover of a new book from Jamie Hopkins.
A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning.

Sketching out the golden years: new book tries to make retirement planning fun

Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.

MassMutual reports strong 2025 results

March 2, 2026

MassMutual reported “excellent” financial results for 2025, driven by strong sales, record operating earnings, and growth of its wealth management…

March 2, 2026
Image shows a bridge that spells out "Annuities"
Since most annuities are tax deferred, clients who want to retire early are hesitant to leverage them.

Advising clients wanting to retire early: how annuities can bridge the gap

Now that Americans are healthier, more active, and living longer than ever before, outliving retirement income is a real concern.

March 2, 2026

Employment trends are reshaping the insurance industry

Insurers occupy a dual role in today’s employment environment.

March 1, 2026

What’s next for Congress in 2026?

As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.

March 1, 2026

Relationships: The foundation of sales

Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.

March 1, 2026

The first of everything — with Uziel Gomez

Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.

March 1, 2026

Keeping it simple — With Bill Egan

Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.

March 1, 2026

Using cash value life insurance as a buffer asset in retirement

The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.

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