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June 12, 2023
Image shows the Citizens Property Insurance Corp. logo.
Citizens Property Insurance Corp. says it needs steep premium hikes in order to continue.

Florida’s Citizens Property Insurance makes case for 12% premium hike

Florida’s insurer of last resort, Citizens Property Insurance Corp. made a case to regulators Thursday for double-digit rate increases for Citizens customers across the state.

June 9, 2023
Illustration of many people in a group conversing. Experts share networking tips for financial advisors.

Experts share networking tips for financial advisors

Three industry experts  share their networking tips for advisors.

June 8, 2023
Image shows the Lincoln Financial logo
Lincoln Financial is being sued by an ex-agent, and his clients, who say the FIA they bought did not perform as expected.

Lincoln Financial in settlement talks with ex-agent who sued over FIA returns

Lincoln Financial is in settlement talks with nine plaintiffs — including an ex-Lincoln agent — who allege that the insurer misrepresented the potential returns of its fixed indexed annuity.

June 8, 2023

The LGBTQ+ market: A rainbow of opportunity

This growing market segment is a land of opportunity for financial and insurance professionals.

June 8, 2023
Image of Uncle Sam looking very happy and wearing cool sunglasses with stacks of money behind him. What will make long-term bonds attractive again? Recession, say some.

What will make long-term bonds attractive again? Recession, say some

Investors yearning for the day when long-term bonds again become attractive investment vehicles will have to wait a while longer. And it may hinge on whether the economy dips into recession.

June 7, 2023

Annuities Unleashed: What lies ahead?

The annuity sales landscape is changing fast, with potential disruptions from technology, regulations and distribution all converging at once. Our Wednesday, June 7th webinar will cover the trends in annuity products and sales and highlight what to look for in the coming years.

June 7, 2023
Image of upward trending graph, with the words "Life Sales Up" superimposed. After lagging, life insurance sales on the increase.

After lagging, life insurance sales on the increase

After an extended period of lagging life insurance policy sales, the industry may be forging a comeback, at least according to several accountings.

June 7, 2023

Advisor trends and challenges for 2023: What’s the next big thing?

These trends represent a general overview of the industry and should continue to evolve as the financial landscape changes.

June 7, 2023
Image of man in business clothes sitting in the lotus position. Follow-through: 10 expert tips on how to accomplish your goals.

Follow-through: 10 expert tips on how to accomplish your goals

While most advisors have tools and experience to help them stay organized, the follow-through on goals tends to be the real challenge.

June 6, 2023
Photo shows a man outside an office building with the sign 'Welcome back!" out front.
Some P&C insurers are bringing employees back to the office for at least a few days a week.

Farmers Insurance the latest to send employees back to the office

P&C insurers continue to battle fiercely for talent to fill positions such as underwriter, claims adjuster and agent. Is forcing a return to the office a good idea?

June 6, 2023

Keeping the fox out of the hen house: Protect and grow your book of business

How to protect and nurture your book of business for organic growth while giving your clients top-notch education and service.

June 6, 2023
Image of the British flag with the work Insurtech superimposed. The British are coming! US-UK partnership adds 6 insurtechs to Conn.

The British are coming! US-UK partnership adds 6 insurtechs to Conn.

A year-old unique partnership program to foster the entry of British insurtechs to the U.S. market recently signed up six new entrants.

June 5, 2023
Image shows Fixed IUL with an X overlaid and the Global Atlantic logo in the background.
Global Atlantic is done selling new fixed IUL, effective July 1.

Global Atlantic to stop selling new fixed indexed universal life policies

Global Atlantic is getting out of the fixed IUL business. The company will instead focus on its hot-selling annuity lines, an executive told employees.

June 5, 2023
Image shows a man seemingly held captive with an outdoor scene as a backdrop.
States are competing furiously for captive insurance business.

States competing fiercely for lucrative captive insurance business

Iowa is expected to enact legislation in the coming weeks that will open the state up for lucrative captive insurance business.

June 2, 2023
Image of a devilish looking robotic creature. How insurance professionals can get into trouble with AI.

How insurance professionals can get into trouble with AI

We have all learned that AI can be wrong, but individuals assume liability if they propagate that information.

June 2, 2023
Illustration of a person standing under a glass jar while in the palm of a giant hand, with a downward financial graph in the background. How financial advisors can retain clients in uncertain times.

How financial advisors can retain clients in uncertain times

To receive the referrals they need to grow their business, financial advisors must retain happy clients in uncertain economic times.

June 1, 2023
Image shows a crown against a blue sky backdrop and the words "tax evasion."
Phillip Roy Wasserman next faces tax evasion charges.

‘Annuity King’ faces a second trial on tax evasion charges

Phillip Roy Wasserman’s legal troubles did not end with his May 15 conviction on nine fraud counts. The self-styled ‘Annuity…

June 1, 2023
Image of life insurance advertisement showing fanily with a downward trending graph superimposed on it. Life insurance sales down 'across the board,' Wink reports.

Life insurance sales down ‘across the board,’ Wink reports

Life insurance sales suffered greatly from several disruptions in the first quarter, posting sales losses across the board, Wink, Inc. reported today.

June 1, 2023

3 steps to mitigate financial risks in retirement

Retirement planning doesn’t always include discussion about post-retirement risks. How you can help your client navigate retirement securely.

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