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June 1, 2024

Climbing mountains starts with one step

The industry must be united in championing the cause of financial security.

June 1, 2024

Cruising to a bright future in financial services

An experience that brought financial professionals and students together shows that the future is in good hands.

June 1, 2024

LGBTQ+ and life insurance: Is it a matter of trust?

A growing number of young adults identify as LGBTQ+. How can the industry gain their trust?

June 1, 2024

The resurgence of annuities and the DOL rule

The landscape of retirement planning has experienced a significant shift in recent years, thanks in part to the resurgence of annuities as a cornerstone financial product.

North Carolina settles on 8% dwelling insurance rate increase

May 31, 2024

Insurance Commissioner Mike Causey today announced that the N.C. Department of Insurance has settled its legal dispute with North Carolina…

May 31, 2024
Image of many help wanted signs with a crowd of people milling about. Finding,-keeping-insurance-talent-a-challenge-as-industry-retirements-loom

Recruiting insurance talent a challenge as industry retirements loom

About half of the insurance workforce is 55 and older and will be retiring soon, creating many vacancies – and a recruitment nightmare.

May 31, 2024

Safeguarding owner profits in the property market: Navigating risks and strategies

To safeguard investments and ensure long-term profitability, property owners and those who work with them must take forward-looking measures.

May 30, 2024
Image shows a target and a dart in it.
Learn how you can best serve clients with goals-based investing options.

Let’s get back to goals-based investing

While the internet has many resources for learning how to invest, the bottom line is young people seem to not understand why investing matters. Some seem to think investing is a form of status symbol or a financial wellbeing milestone.

May 30, 2024
Image shows Judge Reed C. O'Connor
Judge Reed C. O'Connor is assigned to hear a lawsuit against the Department of Labor Retirement Security Rule.

Judge with a history of striking down federal rules will hear DOL lawsuit

A lawsuit filed by nine industry trade associations against the latest Department of Labor fiduciary rule will be heard by a Texas judge with a reputation for vacating federal rules.

May 30, 2024

How to promote mental health among your contact center agents

How can contact center leaders better support the mental health of those on the front line of these complex, emotional issues?

May 29, 2024
Greg Lindberg seated in a courtroom. Greg-Lindberg-files-motion-for-acquittal-or-new-trial.

Greg Lindberg asks court to set aside bribery conviction, or grant new trial

Embattled financier Greg Lindberg filed a motion for acquittal, or a new trial, today two weeks after a second jury convicted him of bribing the North Carolina insurance commissioner.

May 29, 2024

How PHL’s rehabilitation will rock the life settlement industry

The Connecticut Insurance Department has petitioned for an order of rehabilitation for PHL Variable Insurance Company and its subsidiaries, Concord Re and Palisado.

May 29, 2024
CMS (Centers for Medicare & Medicaid Services) logo. CMS-urged-to-crack-down-twisting-of-health-plans.

CMS urged to crack down on health insurance ‘twisting’

Switching consumer’s health insurance plans without their consent and knowledge has come to be known as “twisting.”

May 28, 2024
Illustration of people in a marketplace with the words "Cannex Annuity Marketplace" superimposed. CANNEX-Launches-Annuity-Marketplace.

CANNEX launches Annuity Marketplace

Financial professionals at small and mid-sized firms will find it easier to select annuities and make decisions on asset allocations, terms and riders for their clients now that CANNEX has partnered with Luma Financial Technologies to launch the CANNEX Annuity Marketplace.

May 28, 2024
Image shows the AmeriLife logo
AmeriLife continues to add more "partners" to its financial services group.

AmeriLife adds a pair of new acquisitions as strong growth continues

AmeriLife Group announced two recent deals that continue the company’s steady growth as a holistic retirement services juggernaut.

May 28, 2024

Health benefits trends leveling the playing field

Now that we’re nearly halfway into the 2024 health benefits plan year, it’s time for employers to begin meeting with their benefits consultants to start planning for the next open enrollment period.

May 27, 2024
Image of a senior citizen who is living on retirement savings and investments. Many-Americans-embrace-the-possibility-of-living-to-100,-but-plan-to-retire-by-65-to-69.

Many Americans hope to live to 100, but are their retirement plans up to the challenge?

More than half of those surveyed want to live to 100, according to a new study, but can their retirement funds support that goal?

May 25, 2024

9 trade groups file a second lawsuit to stop the DOL fiduciary rule

Nine insurance trade associations filed a lawsuit Friday against the Department of Labor to overturn its controversial Retirement Security Rule.

May 24, 2024
Illustration of a group of workers looking at a sign that has a "do not enter" symbol on it. Workplace-retirement-plan-access--More-needs-to-be-done.

Workplace retirement plan access: More needs to be done

Recent efforts to improve access to workplace retirement plans are a step in the right direction, but more work needs to be done to provide workers with the means to save for retirement.

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