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November 14, 2023
Man riding a bike down the middle of the street in what looks like a financial district, with plus sign superimposed around him.

Financial well-being, health care affordability are top concerns for workers and bosses

Employers are showing greater concern over their workers’ financial well-being as well as their workers’ ability to afford health care..

November 14, 2023

AI can upskill the insurance workforce

AI can help insurance companies upskill their workforce while improving customer satisfaction.

November 14, 2023
Image of people going through many documents and looking at tablets, with the Department of Labor logo overlapping the image.

How captive and independent agents are affected by the DOL rule

The new DOL fiduciary rule is 500 pages. The biggest fight will come down to how agents – independent and captive agents – are regulated.

November 14, 2023
Illustration of an older couple pouring over forms spread across a table and looking concerned.

Most Americans aware of LTC’s importance, but few have started preparing

Many Americans have not taken any steps to prepare long-term care plans despite being keenly aware of its importance, a study found.

November 13, 2023
Image shows the SHIP logo in front of nursing home imagry.
Washington Insurance Commissioner Mike Kreidler says SHIP mailed "misleading" options to long-term care policyholders.

Washington asks court to block SHIP long-term care rate increases

Washington state turned to the courts last week in a bid to block any premium increases by Senior Health Insurance Company of Pennsylvania.

November 13, 2023
life insurance

Life insurance: Helping clients achieve tax avoidance

Cash value life insurance is a “tax me never” asset for clients in retirement, two insurance company executives said at a recent industry event.

November 13, 2023

Tell-tale signs it’s time to sell your insurance business

Here are some issues to consider if you are thinking about selling your business.

November 13, 2023
Image shows the magnified image of the Department of Labor logo.
The Department of Labor is likely going to end up in court defending its proposed fiduciary rule, analysts say.

Fiduciary rule goals look suspiciously similar to SEC agenda, analyst says

Oversight of fixed indexed annuities remains just beyond the reach of federal regulators, but analysts are starting to see a coordinated effort to change that.

November 10, 2023
Image shows the Brookfield logo in front of a city image.
Brookfield is deploying insurance capital in investing strategies.

Brookfield Q3 earnings’ report reflects hefty insurance assets

The impact of life insurance assets is already having a big impact on the bottom line for Brookfield Corp., as the firm stockpiles cash for future investment.

November 10, 2023
Financial graphs trending downward with the Genworth logo superimposed.

Genworth struggles to find positives in bleak Q3 earnings

Genworth Financial execs had to dig deep into the Q3 financial results to find positive signs in the wake of precipitous drops in earnings.

November 10, 2023
Image shows the Jackson Financial logo
Jackson Financial reported a big boost in registered indexed-linked annuity sales in Q3.

Jackson Financial touts strong RILA sales, investment income in Q3

A product pivot to registered indexed-linked annuities delivered momentum for Jackson Financial during the third quarter.

November 9, 2023
Athene logo with words "Record Q3 $872 Million"

Athene sets record quarter in Q3 with $872M earnings

Athene reported earnings of $872 million in the third quarter, a record quarter and a 36% improvement on the same period last year.

November 9, 2023
personalization

Personalization: The untapped opportunity for insurance marketing

Personalization and other emerging tools can help insurers develop marketing that’s more specific to their customers – current and future.

November 9, 2023
A group of women pictured against a background of financial charts showing upward growth.

Women gaining ground with their finances, study shows

Women are making financial gains on many fronts and modeling healthy money behaviors, according to a survey from Fidelity Investments.

November 8, 2023
"Comment Period: Extension Request"

Trade groups ask DOL for an extension of fiduciary rule comment period

Eighteen financial services industry and business trade groups sent a letter to the Department of Labor today asking for an extension to the 60-day public comment period for its controversial fiduciary rule package.

November 8, 2023
Image shows the Brighthouse company logo.
Brighthouse reported mixed numbers for annuity sales in Q3.

Brighthouse buoyed by investments, helping offset annuity sales decline

Brighthouse annuity sales were down during the third quarter, the insurer reported, but segment earnings rose substantially thanks to strong investment gains.

November 8, 2023
Image of AI and financial symbols superimposed over a background of skyscrapers in a business district.

AI to “change everything” for financial services, says banking panel

While it’s expected Al will transform businesses like financial services, a consumer banking panel believes the changes will be jaw-dropping.

November 8, 2023

Maximizing value: Three tips for brokers this open enrollment season

Open enrollment season is the perfect time to position yourself as a top-notch benefits broker all year.

November 8, 2023
The word "BRAND" surrounded by illustrations of all the different aspects of branding that include a relevant icon and the term, such as planning, strategy, innovations, research, marketing, etc.

Branding: Not what you think it is

Branding is a feeling and not a logo, advisors were told at a recent conference.

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