Estate planning and life insurance for the 99%
Estate planning and life insurance are not just for the ultra-wealthy.
Women redefine financial advising as both leaders and clients
By Jennifer Mann Women have made incredible strides to influence professional spaces where men have dominated for years. According to…
Survey: Life insurers want to be better at meeting technology challenges
Life insurers know that technology is one of their biggest challenges to capitalizing on the enormous market appetite for life insurance and annuities.
No Surprises Act results in more disputes than expected
More than two years after No Surprises was enacted, 10 million consumer health claims were protected from unexpected bills. But the independent dispute resolution process is being used more than expected, and eligibility disputes are complex.
One-third of consumers unaware of life insurance tax benefits, says study
Nearly a third of Americans do not realize that they can save on taxes through life insurance, according to a new study.
Life insurance premium growth sets another record in 2023, LIMRA finds
For the third consecutive year, total life insurance new annualized premium set a new sales record, rising 1% to $15.7 billion, according to LIMRA’s U.S. Life Insurance Sales Survey.
Driving into the future: Navigating the evolution of auto insurance
Auto insurance is about to undergo a major transformation as artificial intelligence reshapes consumers’ relationship with their coverage.
Maryland commissioner on NAIC climate effort: It’s time to take action
State insurance regulators are moving ahead with a “National Climate Resilience Strategy” but industry lobbyists are not sure what it means.
Workers seeing financial wellness benefits as a ‘must-have,’ study finds
Workers are increasingly seeing financial wellness benefits as a ‘must-have,’ according to findings in a recent study.
Roth catch-up contribution provision poses challenges for many plans
In response to plan administrator concerns following SECURE 2.0 Act passage, the IRS has delayed the Roth catch-up contribution requirement,
Indexed life sales break records in fourth quarter, Wink reports
Life insurance sales closed 2023 with a very strong fourth quarter, according to Wink’s Sales & Market Report.
Let’s help jumpstart educators’ financial strategies
Educators across the nation are focusing on the second half of the school year, and it’s a good time for financial professionals to find ways to help these educators build a sound retirement strategy.
Athene takes over as annuity sales leader with 72% growth in 2023
Athene Annuity and Life stormed to the top of the annuity sales charts with a 72% year-over-year growth in 2023 sales, LIMRA reported today.
Underwriters must guard against bias and discrimination, speaker says
Data scientists know that artificial intelligence and predictive modeling leads to some biased underwriting. But more studies are needed to determine the full impact.
LIMRA, SPARK Institute gear up to launch fraud-fighting strategy
With criminals seeking to plunder American retirement accounts, LIMRA and SPARK Institute are joining forces to address this rising threat.
Building success with a ‘personal board of directors’
As they look for ways to advance their careers, a growing number of agents and financial advisors are using a ‘personal board of directors.’
Labor Department sends new fiduciary rule to OMB
The Department of Labor sent its new and controversial fiduciary rule to the Office of Management and Budget late Friday afternoon.
NAIC regulators pushed by Feds into climate data collection, advocates say
The Treasury Department settled a long-running dispute with state insurance regulators over climate data collection, announcing Friday that they will partner to compile the data from insurers.
How might a presidential election impact investment decisions?
What impact might the choice of a president have on investment decisions? One way to view that question is through the lens of history.
