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May 24, 2024

How and why insurers must up their AML game

There are many points in the insurance value chain where money laundering can occur.

May 23, 2024

Actuaries delve into Social Security trust fund deficit

A stronger economy is good news for the Social Security program but Congress must act to keep it solvent.

May 23, 2024

Risk reducing strategies for HNW individuals to stay insured

Risk mitigation strategies that insurance professionals should give to their high net worth clients to ensure ongoing coverage.

May 23, 2024
Image showing a retired couple with their extended family.
Retired couple relaxes with their extended family. Recent changes in retirement include many retirees living with extended family members.

Study sheds light on a changing retirement landscape

As the youngest baby boomers begin to reach the age of 65, new research sheds light on the changing retirement landscape.

May 23, 2024
Image of a young woman sitting atop an hour-glass surrounded by financial symbols and graphs and charts. In-plan-annuities-are-gaining-steam-Where-do-we-go-from-here.

In-plan annuities gaining steam: Where do we go from here?

Annuities are becoming more available in the defined contribution space in association with 401(k) plans. What is the future of in-plan annuities, and have they reached a tipping point?

May 22, 2024
Image shows the FACC logo and justice scales against the Texas state flag.
An industry trade group says it's time to move on from fiduciary rule efforts.

FACC injunction request: Freeze DOL fiduciary rule until lawsuit is heard

An industry trade group formally requested a preliminary injunction from a Texas federal court Tuesday to freeze the Department of Labor’s Retirement Security Rule.

May 22, 2024
Image shows the Nationwide and Global Atlantic logos.
Several companies were on the move in the first-quarter annuity sales rankings compiled by LIMRA.

Nationwide, Global Atlantic big movers up the LIMRA Q1 annuity sales chart

A pair of insurers, representing the old guard and the new disrupters, made impressive moves up the LIMRA annuity sales charts in the first quarter.

May 22, 2024

Content marketing planning: 5 best practices for advisors

Content marketing strategy requires more than just quantity — it demands strategic planning and execution.

May 22, 2024
Image of AIG and Corebridge FInancial's logos, superimposed over a large "20%." AIG-Announces-Sale-of-a-20%-Ownership-Stake-of-Corebridge/

Market reacts positively to Nippon stake in Corebridge Financial

Market responds positively to AIG’s sale of a 20% stake in Corebridge Financial to Japan’s largest life insurer.

May 22, 2024
Photo illustration showing the capitol building surrounded by many prescription pills. Prescription-drug-issues-dominate-health-care-policy-in-2024.

Prescription drug issues dominate health care policy in 2024

Prescription drug pricing, pharmacy benefit manager reform and the No Surprises Act are among the health care-related issues making news in Washington.

May 21, 2024
Image of a dart striking a bullseye on a dartboard covered in money. Retirees-shifting-portfolio-focus-from-growth-to-new-target.

Retirees shifting portfolio focus from growth to new target, study finds

Retirement-aged Americans are changing their investment priorities from growth and higher returns. We talked to an expert to find out why.

May 21, 2024
Image showing a split screen image of a dirty factory with dying grass and vegetation vs. a green factory with windmills and other green energy sources. KPMG-panelists-debunk-ESG-myths-surrounding-new-SEC-climate-rules.

Panelists debunk ESG ‘myths’ surrounding new SEC climate rule

Ahead of the SEC moving forward with new Climate Change Disclosure Rules, experts debunk four ESG-related “myths.”

May 21, 2024
Illustration of figures walking near Washington, D.C. landmarks such as the Capitol and the Lincoln Memorial. NAIFA-members-discuss-financial-security-at-the-Capitol.

NAIFA members discuss financial security at the Capitol

The National Association of Insurance and Financial Advisors wraps up its 2024 Congressional Conference Tuesday with a visit to Capitol Hill to discuss issues facing the industry and the people it serves.

May 21, 2024
Image of an emperor's throne, with the logo of the U.S. Department of Labor "seated" on the throne. Why-the-DOLs-Retirement-Security-Rule-is-the-emperor-of-all-Public-policy-mistakes.

Opinion: Why the DOL’s Retirement Security Rule is the emperor of all public policy mistakes

Will the DOL’s new Retirement Security Rule advance the interest of retirement investors? Or will it produce the opposite outcome?

May 21, 2024

Riches beyond income: Why high earnings don’t always equal wealth

Several factors can prevent high earners from building wealth.

May 21, 2024
Image of couple looking concerned as they review financial documents. How-to-address-your-clients-annuity-concerns.

How to address your client’s annuity concerns

Although annuities are experiencing record sales, financial professionals may still face objections when trying to sell them.

May 21, 2024
Image of numerous doctors and patients in a crowd. Health-care-in-2024--The-patients-are-not-all-right.

Health care in 2024: The patients are not all right

Patients are at the heart of the health care industry. Some patient characteristics have remained negative since the pandemic era while others are getting worse. What does that mean for health care providers and the health insurance industry?

May 20, 2024
Image showing a senior citizen looking worried as a graph on a PC screen behind him trends downward. The retirement risks your client may not have considered.

The retirement risks your client may not have considered

Taxes and legislation can post a greater risk to a client’s retirement than what they realize.

May 20, 2024
Image shows paper money and the Oklahoma state flag with the PacLife logo over the top.
A lawsuit over a $15 million premium financing plan has been settled.

$15M premium financing lawsuit against bank, advisor, PacLife is settled

An Oklahoma lawsuit over a premium financing plan involving a $15 million life insurance policy has been settled.

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