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March 9, 2026

What Trump Accounts reveal about time and long-term wealth

Trump Accounts aren’t the only savings vehicles for children, but they are unique.

March 6, 2026
Image shows Marv Feldman
Marv Feldman passed away Wednesday at age 80.

Marv Feldman, life insurance icon and 2011 JNR Award winner, passes away at 80

In 1967, while finishing his senior year at Ohio State University, Marv Feldman signed his first insurance contract with New York Life.

March 6, 2026

How gamification helps insurers engage and educate younger homeowners

How can we make insurance feel less like a chore and more like a conversation?

March 6, 2026
Image shows a graphic of an older couple approaching a bridge of laptops
Technology could help seniors close the retirement savings gap.

Could tech be the key to closing the retirement saving gap?

With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.

March 6, 2026

How to elevate annuity discussions during tax season

Tax season creates a rare opportunity for engagement, making it the ideal moment to connect tax awareness with long-term income strategy.

March 5, 2026

Different generations are hopeful about their future, despite varied goals

Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.

March 5, 2026
Image shows the Strait of Hormuz and a ship wheel
The availability of maritime insurance is having a big impact gas prices.

Morningstar: US oil tanker insurance plan won’t lower gas prices

The U.S. International Development Finance Corp. will begin offering “political risk insurance” at “reasonable prices” to commercial tankers. Will it free up oil traffic?

March 5, 2026

Reimagining life insurance to close the coverage gap

Repositioning life insurance from a protection product to a wellness benefit is a win for both carriers and consumers.  

March 5, 2026
Image shows a man and a robot sitting together
Current insurance agency AI adoption levels vary widely—33% are just experimenting, 22% are using AI in limited areas, 8% are embedding it in daily workflows, and 31% are not using it at all.

Two-thirds of independent agencies plan to increase AI use this year

According to the Big ‘I’, two-thirds of independent agencies plan to increase their AI usage in the next 12 months.

March 4, 2026
Image shows money and a basketball and the word "Fraud" in lights
A financial advisor defrauded several NBA players out of more than $5 million, investigators say.

Advisor convicted of defrauding NBA players through viatical life sales

A California investment adviser was convicted of defrauding three former NBA players out of more than $5 million, federal prosecutors said.

March 4, 2026
Image shows a couple meeting with a financial advisor
Market reports are the basis for objective, data-driven, investment decision-making.

Market reports turn economic trends into a strategic edge for advisors

Market reports usually include pricing pressures and geographic risk factors that turn complex data into practical guidance for retirement planning.

March 4, 2026

How technology is changing personal injury auto claims

The auto insurance claims operation in 2026 looks almost nothing like it did five years ago.

March 3, 2026

Rethinking whether annuities are too late for older retirees

“I’m too old for an annuity” represents one of your greatest untapped opportunities.

LIMRA: Individual life insurance new premium sets 2025 sales record

March 3, 2026

Total new annualized premium increased 10% year over year to $17.5 billion in 2025, according to preliminary results from LIMRA’s individual life insurance sales survey.

Wisconsin releases enforcement actions for February

March 3, 2026

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for February. The actions are…

March 3, 2026

How AI can drive and bridge the insurance skills gap

Artificial intelligence presents an opportunity to bridge a skills gap between older, more tenured insurance professionals and the younger counterparts the industry often struggles to recruit.

March 3, 2026

Personal lines stabilization doesn’t mean agent complacency

Personal lines are entering 2026 with real signs of stabilization, but not the kind that lets agents relax underwriting discipline or reset client expectations.

March 3, 2026
Image shows the SEC logo and a pic of Tai Lopez
The SEC is in settlement talks with three defendants it accuses of running a scam.

SEC in ‘active and detailed’ settlement talks with accused scammer Tai Lopez

The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.

March 2, 2026
Image shows the cover of a new book from Jamie Hopkins.
A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning.

Sketching out the golden years: new book tries to make retirement planning fun

Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.

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