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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.

May 24, 2024
Dr. Joseph Coughlin of the Massachusetts Institute of Technology AgeLab, discusses longevity at the recent announcement event of the AgeLab and John Hancock.
Dr. Joseph Coughlin of MIT's AgeLab, discusses longevity at a recent event announcing the new partnership of the AgeLab and John Hancock.

John Hancock and MIT AgeLab team up to study, improve longevity

What will it take to live a longer, healthier life? John Hancock has entered into a five-year collaboration with MIT’s AgeLab to find out.

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.

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