The passage of the SECURE Act in 2019 and SECURE 2.0 in 2022 incentivized people to save for retirement but added some tax implications that advisors and clients must consider when planning for the post-employment years.

The retirement confidence of American workers dropped significantly last year, the largest, one-year drop recorded since 2008, according to a recent study.

When targeting the LGBTQ+ market, advisors can highlight several key selling points to attract and serve this community effectively.

A Missouri appeals court yesterday affirmed a lower court ruling denying life insurance death benefits to the widow of a dentist who died before paying his initial premium.

More than a year after Geico employees kicked off a campaign to unionize, leaders say the workplace culture has not improved.

Here are the three biggest misconceptions about life insurance policy appraisals and why they’re wrong.

During its eight years in operation, Friday Health Plans grew quickly and now has fallen just as fast.

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.

Three industry experts  share their networking tips for advisors.

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.

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.

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

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.

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

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

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

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?

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

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