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December 1, 2023

A Taxing Problem: Many tax policy changes slated for 2024

The SECURE Act and its companion, SECURE 2.0, introduced several changes to retirement saving and associated tax implications for 2024. Likewise, the looming presidential election will have major influence on the direction of tax policy.

December 1, 2023

Inflation driving changes to projected 2024 tax rates

For a second year in a row, inflation is expected to negatively impact projected tax rates for 2024.

December 1, 2023

Setting Corebridge on the path to the ‘one-click’ consumer — With Tim Heslin

Tim Heslin’s two decades at AIG prepared him to take the helm of the recently spun-off Corebridge Financial.

December 1, 2023

Despite tech breakthroughs, no revolutionary insurance product — yet

As amazing tech advances abound, the insurance industry has made significant strides in the past few years. But there is much more to come, according to industry-leading tech experts.

December 1, 2023

A multifaceted market — With Iván Watanabe

Iván Watanabe serves an array of clients from the Latino market, each of whom has unique financial needs.

December 1, 2023

Catching up with the consumer in 2024

While technology is driving many industries to new levels of innovation and profit, insurers continue to discuss such advancements in the future tense.

December 1, 2023

Advisors play critical role in retirement planning

Research indicates that working with a financial advisor correlates with more positive retirement experiences.

December 1, 2023

Investors bullish on AI as a financial advisor tool

Financial advisors believe that generative AI — as it develops and matures — could be a game changer.

December 1, 2023

Changing exemptions for life insurance sales in qualified plans

What two prohibited transaction exemptions will mean to advisors and clients.

December 1, 2023

Why one size doesn’t fit all in life insurance

As consumer needs have changed, the life insurance industry responded by creating new products.

December 1, 2023

Financial security for all, not some

There are serious concerns about the rise of the regulatory state and the impact it will have on an already challenging compliance burden.

December 1, 2023

Financial security challenges require united efforts

The merger of NAIFA, the Society of Financial Service Professionals and Life Happens is one way of addressing the financial challenges American consumers face.

December 1, 2023

Not all annuities are equal: Answers to client questions

Helping clients find the annuity that best meets their needs.

November 30, 2023
Image shows the Department of Labor logo with the letters "FIAs" in front.
The DOL specifically singled out fixed indexed annuities when announcing its new fiduciary proposal.

DOL fiduciary proposal applies ‘major hammer’ to bad advice, panel says

A closer look at the 494-page fiduciary rule reveals the potential for severe penalties for any failure to adhere to the fiduciary standards, say lawyers from Groom Law Group.

November 30, 2023
Image of charts and graphs showing growth, with the image of a rocketship blasting off, superimposed.

RILAs fuel strong third-quarter annuity sales, LIMRA reports

For the second consecutive quarter, registered indexed-linked annuity products set a new record with $12.6 billion in sales.

November 30, 2023

How California’s newly proposed property insurance rules are a step in the right direction

By loosening restrictions, California is finally taking a much-needed step in rehabilitating the property insurance market.

November 30, 2023
KKR says owning 100% of Global Atlantic will help the company hit higher profit goals.

Full acquisition of Global Atlantic driving massive growth plan at KKR

KKR’s deal to acquire the remaining 37% of Global Atlantic Financial Group is part of a larger plan to power up the investment firm’s overall earnings, executives said Wednesday.

November 29, 2023
Cigna Humana

Cigna, Humana rumored to be in merger talks

Cigna and Humana are rumored to be in talks to merge after reports earlier this month that Cigna was exploring a sale of its Medicare Advantage business.

November 29, 2023
The words Health Care repeated in a variety of colors.

Three trends driving cost hikes for employer-based health care

Health care cost increases are driven by inflation, increased usage and prescription drug costs.

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