Sentencing for Phillip Roy Wasserman, the self-styled “Annuity King,” was continued Friday after nearly eight hours.

Learn how to embrace your uniqueness to transform your sales presentations.

Fitch Ratings’ analysts came up with a largely “meh” prediction when it comes to its overall 2024 credit outlook for property/casualty insurance. However, the ratings agency showed some optimism in its 2024 credit outlook for personal auto and life insurance.

As we enter a new calendar year, it is time to reflect on past accomplishments and look forward to what can be achieved in the next 12 months.

Technology won’t replace the personal touch; it will improve and augment it.

The Consolidated Appropriations Act of 2021 is imposing new disclosure requirements on health plan providers and the potential for big liability.

Including adult dental care as an essential health benefit and improving access to prescription drugs are among the proposed changes.

Application activity for U.S. life insurance grew at a near 3% rate in 2023, showing the first uptick in almost four years.

The IRS has displayed a troubling pattern of subjecting microcaptive owners to audits and legal uncertainties while refraining from fully prosecuting cases and taking them to tax court.

Critics, and a few supporters, of the Department of Labor fiduciary rule proposal aired their complaints Wednesday at a House Capital Markets Subcommittee hearing.

The DOL’s new rule to determine if a worker is an employee or independent contractor could undermine advisor’s independent contractor status.

Phillip Roy Wasserman is scheduled to be sentenced Friday in his $6.3 million fraud case and Judge Charlene Edwards Honeywell appears determined to avoid any further delays.

How to help clients evaluate suitable candidates and select the best executor.

An aging population faces a patchwork of care options, making the need for planning crucial.

With regulators expected to continue cracking down on off-channel communication in 2024, these five key steps will help avoid penalties.

The House Capital Markets Subcommittee will hold a hearing at 10 a.m. Wednesday on “Examining the DOL Fiduciary Rule: Implications for Retirement Savings and Access.”

Private equity firms continue to stalk insurance company takeovers and critics say the potential for a financial disaster grows along with that trend.

Although many Americans surveyed believe that working with a financial professional would benefit them, most are not doing so.

Where is the nation’s economy headed in 2024? What impact will interest rates, the election, and the job market have?