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March 10, 2026

Nearly half of surety bonding professionals worried AI will take their job

The potential for artificial intelligence to transform underwriting workflows has caught up to the surety bonding industry.

March 10, 2026

Confidence is the new workplace currency

Two trends reshaping how employers, brokers and financial professionals can support employees.

March 10, 2026
Image shows a book with the title, "Texas Disclosure 101"
A new Texas disclosure law is setting new rules for agents.

Texas Disclosure 101: A survival guide for P&C agents and clients

Earlier this year, a new law went into effect in Texas, requiring insurers to provide a reason for declining or…

March 9, 2026
Image shows a pair of cartoon millennials meeting with an advisor
Millennial couples are due to inherit substantial assets in the coming years.

Millennials are inheriting billions and they want to know what to do with it

Millennials are emerging as the next financial phenomenon and are already shaping the economy. They require tailored financial advice.

March 9, 2026
Image shows a frustrated man sitting at a computer.
Legacy technology systems are holding insurers back. (AI-generated image)

Insurers can’t afford to keep relying on legacy tech, study says

The legacy technology systems that many insurers rely on are holding them back. Still, it’s unsustainable for insurers to keep kicking the can down the road long-term, according to a new study.

March 9, 2026

What Trump Accounts reveal about time and long-term wealth

Trump Accounts aren’t the only savings vehicles for children, but they are unique.

March 6, 2026
Image shows Marv Feldman
Marv Feldman passed away Wednesday at age 80.

Marv Feldman, life insurance icon and 2011 JNR Award winner, passes away at 80

In 1967, while finishing his senior year at Ohio State University, Marv Feldman signed his first insurance contract with New York Life.

March 6, 2026

How gamification helps insurers engage and educate younger homeowners

How can we make insurance feel less like a chore and more like a conversation?

March 6, 2026
Image shows a graphic of an older couple approaching a bridge of laptops
Technology could help seniors close the retirement savings gap.

Could tech be the key to closing the retirement saving gap?

With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.

March 6, 2026

How to elevate annuity discussions during tax season

Tax season creates a rare opportunity for engagement, making it the ideal moment to connect tax awareness with long-term income strategy.

March 5, 2026

Different generations are hopeful about their future, despite varied goals

Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.

March 5, 2026
Image shows the Strait of Hormuz and a ship wheel
The availability of maritime insurance is having a big impact gas prices.

Morningstar: US oil tanker insurance plan won’t lower gas prices

The U.S. International Development Finance Corp. will begin offering “political risk insurance” at “reasonable prices” to commercial tankers. Will it free up oil traffic?

March 5, 2026

Reimagining life insurance to close the coverage gap

Repositioning life insurance from a protection product to a wellness benefit is a win for both carriers and consumers.  

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.

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