Medicare Advantage plans aren’t going away
Deb Nelson is reassuring her Medicare Advantage clients that the plans they like are not going away.
‘The court is troubled’: Judge tells Security Benefit, plaintiffs to work faster
It’s been nearly five years since plaintiffs sued Security Benefit Life Insurance Co. over the performance of a proprietary index and companion fixed indexed annuity.
Insurers, trade groups seek influence via donations in divisive election
The insurance industry donated more than $60 million during the current 2023-24 election cycle, according to Open Secrets, a nonprofit organization tracking campaign finance and lobbying.
Poor website design could be hindering Americans’ retirement planning, study finds
A recent survey found approximately one in five retirement plan websites and mobile apps do not meet client expectations.
Judge grants government $1.5M forfeiture from Greg Lindberg
A federal judge granted the government forfeiture of nearly $1.5 million in funds previously seized from disgraced financier Greg Lindberg after his bribery conviction.
Are all millionaires confident in their financial plans?
While nearly half of millionaires surveyed believe their financial plans need improvement, those with financial advisor feel more confident.
DOL appeals Texas court decision freezing its new fiduciary rule
Department of Justice attorneys filed an appeal Friday in Texas federal court, seeking to overturn a stay of its Retirement Security Rule.
777 Partners lawsuit: former IT employee stole laptops for lender
777 Partners, the high-profile investment firm at the center of a swirling controversy over missing funds, hit back with its own lawsuit last week.
Greg Lindberg appeals judgment awarding $166M to Dutch insurer
Troubled financier Greg Lindberg is appealing a $166 million award to a Dutch insurer in a dispute over solvency capital ratios.
Internships and mentorships fuel financial advising careers
Becoming a financial advisor can be challenging, even with a wealth of resources available.
Women and money: Learning the right language
Working with women is one of the biggest opportunities financial professionals have today. But they must understand how women view money and know the right language to be a trusted advisor to them.
American Life targets accumulation seekers with new FIA
American Life & Security Corp. is feeding that market need for more new products and innovation with the new MaxGrowth FIA.
Senate chair wants to see PBM reform bill passed this year
The chairman of the Senate Finance Committee doubled down on his commitment to have a pharmacy benefit manager reform bill passed during Congress’ lame duck session later this year.
AIG names Keith Walsh as new chief financial officer
American International Group announced that Keith Walsh will join the company as executive vice president, chief financial officer, effective October…
Are consumers receptive to an in-plan, retirement-income solution?
New research reveals how consumer feel about retirement income solutions offered within an employer-sponsored retirement plan.
If elected, could Trump actually lower auto insurance rates?
Donald Trump has promised to cut auto insurance rates if he’s elected. But how much control does a sitting president have on premiums?
Greed, fear, and opportunity in turbulent markets
When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.
Insurance experts see good news after Fed cuts rates by a half-point
The Federal Reserve stunned economists today by slashing its benchmark interest rate by a whopping half-point.
Gen Z feels ‘overwhelmed’ and ‘anxious’ about insurance
Generation Z is the newest generation to reach adulthood and the thought of dealing with insurance makes them overwhelmed and anxious.
