More shopping, less switching and a new kind of buyer
While an expectation of a mass switching frenzy in the year ahead seems logical, the most relevant data says otherwise.
Prudential calls 90-day sales pause to sort out Japan ‘misconduct’
Prudential Financial has a Japan problem that CEO Andy Sullivan is trying to clean up via a 90-day pause on sales activity.
CMS proposed rule impacts MA marketing and enrollment
The Centers for Medicare & Medicaid Services Contract Year 2027 Proposed Rule contains a number of provisions impacting Medicare Advantage and Medicare Part D prescription drug plans.
Indexing the industry for IULs and annuities
Clients are terrified of doing everything “right” and still running out of money.
AI in life and health: Poised for a 2026 breakthrough?
With compelling use cases emerging across the life and health sector, the age of artificial intelligence is here.
What’s behind Medicare Advantage product deserts
Product deserts are locations where Medicare Advantage plan disruption, shrinking availability and choices are creating challenges for enrollees and advisors.
Judge orders Greg Lindberg to pay $526 million to policyholders
A North Carolina judge ordered Greg Lindberg to pay $526 million to long-suffering policyholders.
Another large policyholder asks court to intervene on PHL liquidation
Another large policyholder is asking a Connecticut judge to permit an emergency intervention in the pre-liquidation proceedings for PHL Variable.
Medicare Advantage shifts focus to quality
Medicare Advantage plans face pressure to be profitable, so carriers are shifting their focus to quality.
How to discuss higher deductibles without losing client trust
Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
Court fines Cutter Financial $100,000, requires client notice of guilty verdict
A Massachusetts judge fined Jeffrey Cutter $50,000 and Cutter Financial Group $100,000 today for an Advisors Act violation involving the sale of fixed indexed annuities.
John Hancock looks to new AI underwriting tool to slash processing time
John Hancock’s new Gen-AI powered underwriting tool may cut down preliminary processing times from one day to just 15 minutes.
Three things winning firms are doing to recruit advisors
The competition for experienced advisors is brutal.
Health care outlook: Volatility and potential coverage gaps
The outlook for health care in 2026 will be shaped by the events of 2025, with an environment of volatility and fissures in coverage that will ripple through all sectors of the health care system.
Sixth Circuit to review class certification in State Farm vehicle value suit
The Sixth Circuit Court of Appeals agreed Thursday to reconsider class certification granted to plaintiffs suing State Farm over the values it assigns to totaled vehicles.
2026: The industry responds to an aging population
Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
Hybrids will lead the way in product trends for 2026
Consumer behavior shifts and technological advances will drive product innovation in the coming year.
Knighthead’s big move — With Ed Massaro
CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.
Building momentum — with Lonniece McDonald
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
