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July 22, 2024

CrowdStrike: What to tell clients when a cyber event affects them

The CrowdStrike cyber event is another example of how clients depend on their advisors for calm and reason.

July 22, 2024
Image of a caduceus against a backdrop of the US Supreme Court. Health-insurers-health-care-industry-to-feel-impact-of-SCOTUS-Chevron-ruling.

Health insurers likely to feel impact of SCOTUS Chevron ruling

Health insurers and the broader health care industry brace for impact from the recent landmark SCOTUS Chevron deference doctrine ruling.

July 22, 2024
Image shows the Symetra logo
Symetra's new IUL can be an entirely online purchase.

New Symetra IUL takes entire application and underwriting online

Symetra Life Insurance Co. is out with a new indexed universal life product that offers consumers a fully automated online digital purchase process.

Considine to retire as CEO of NCOIL; Successor picked from within

July 19, 2024

National Council of Insurance Legislators’ CEO Commissioner Tom Considine announced his retirement effective Dec. 31, 2024. The announcement came during…

July 19, 2024
Image of outdoor green scene with green color globe and the letters "ESG." Fifth Circuit overturns DOL's ESG rule, cites recent SCOTUS ruling.

Fifth Circuit overturns DOL’s ESG rule, cites recent SCOTUS ruling

The Court of Appeals for the Fifth Circuit tossed out the Biden administration’s ESG rule in a decision posted this morning.

July 19, 2024
Illustration of a person picking fruit from a tree carefully tended and watered. 5-ways-to-get-meaningful-feedback-from-clients.

5 ways to get meaningful feedback from clients

Client feedback helps identify what you are doing well and what needs improvement. But how best to collect this valuable information?

July 18, 2024
Illustration of a mysterious figure in the dark with the word "Security" in the background. With-cyber-attacks-on-the-rise-what-can-businesses-do-about-it.

With cyber attacks on the rise, what can businesses do about it?

Increasingly frequent and costly cyber attacks could have major implications for insurance providers and their clients.

July 18, 2024
Image shows a man holding keys.
Connecting better with clients can unlock greater rewards for advisors.

Unlocking Success as an early financial planner: Beyond the technical expertise

By Jack Heintzelman As a financial planner, you’ve already achieved significant milestones. You hold licenses, designations, and possess years of…

July 18, 2024
Image shows Greg Lindberg
Greg Lindberg changes course, pleads guilty to $2 billion fraud

Prosecutors urge judge to reject Greg Lindberg petition for a new trial

Federal prosecutors say the second prosecution of Greg Lindberg on bribery charges was free of errors and the court should reject the defendant’s request for a new trial.

July 17, 2024
Image of a medical researcher looking at test results. How-early-cancer-screening-benefits-life-insurance-policyholders.

How early cancer screening benefits life insurers and policyholders

A health care company is teaming up with life insurers to help solve what it calls “a $201 billion problem in America” – late-stage cancer treatment.

Iowa insurance commissioner to control companies on behalf of defrauded investors

July 17, 2024

Iowa Insurance Commissioner Doug Ommen was appointed the receiver of Beckstone Partners, LLC (Beckstone), DesFined, LLC (DesFined), East King Management,…

Connecticut Gov. Lamont signs new captive insurance law

July 17, 2024

Connecticut Insurance Department (CID) Commissioner Andrew Mais announced that Gov. Ned Lamont has signed into law Public Act No. 24-138,…

July 17, 2024
Image shows the Ameritas logo.
Ameritas is challenging another life insurance policy as a potential STOLI.

Ameritas lawsuit: $5M New Jersey policy hid a STOLI connection

Ameritas Life Insurance Co. is challenging another life insurance policy under New Jersey’s ban on stranger-originated life insurance (STOLI).

July 17, 2024

Limited-pay options for lifetime coverage

Limited-pay life insurance is an appealing proposition to many clients.

July 16, 2024
Illustration of workers and symbols representing employee benefits. Whats-influencing-the-employee-benefits-landscape.

What’s influencing the employee benefits landscape?

A changing workplace, economic factors and an expanded array of options are among the issues influencing the employee benefits landscape in 2024, according to LIMRA research.

July 16, 2024

American National introduces proprietary custom annuity index

American National Group today announced the launch of its first proprietary custom index, which will be paired with American National’s…

July 16, 2024
High net worth father and son. 4-ways-to-retain-your-clients-high-net-worth-children.

4 ways to retain your client’s high net worth children

With only one in five affluent investors using the same advisor as their parents, we get some advice on how to engage your client’s children.

AIG adds ex-Accenture global supply head to executive team

July 15, 2024

American International Group today announced that Melissa Twiningdavis has been appointed executive vice president, chief administrative officer, effective Sept. 1….

July 15, 2024
Image of the US Securities and Exchange Commission logo. SEC-ruling-could-amp-up-RILA-accessibility-encourage-competition.

SEC ruling could amp up RILA accessibility, encourage competition

The SEC has adopted tailored disclosure requirements and offering processes for RILAs and registered market value adjustment annuities.

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