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March 24, 2026
Image shows a doctor holding a piggy bank.
Healthcare costs are rising dramatically.

AHIP focusing on health care affordability, CEO says

Health care affordability is the “north star” for AHIP, its president and CEO said Monday at the opening of the association’s annual Medicare, Medicaid, Duals and Commercial Markets Forum in Washington.

LIMRA: Final retail annuity sales total $464.1 billion in 2025

March 23, 2026

Total U.S. annuity sales increased 7% to $464.1 billion in 2025, according to LIMRA’s U.S. Individual Annuity Sales Survey, which…

March 23, 2026
Image shows the Texas and California state flags
A pair of advisors paid the price last week for illegal dealings with clients.

Advisors in Texas and California banned for fraud scams

Two advisors were penalized last week for scamming clients and advisory firms out of hundreds of thousands of dollars.

March 23, 2026
Image shows an older couple
Annuities can help younger generations replace traditional retirement pension income.

How annuities can enhance retirement income for post-pension clients

How annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

March 20, 2026

Charitable giving planning can strengthen advisor/client relationships

As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.

March 20, 2026

New individual life premium hits record-setting $17.5B in 2025

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

March 20, 2026

Insurers optimistic about their investments in 2026

Insurers remain optimistic about their investments going into 2026, despite heightened market uncertainty.

March 20, 2026

New $6K deduction could provide tax planning window for retirees

Following the One Big Beautiful Bill Act, eligible retirees may face a lower tax bill in the coming years.

March 19, 2026
Image shows a halo over a family home
Cyber coverage helps shield clients from financial loss and disruption caused by online threats.

The cyber shield: protecting high-net-worth clients from digital risks

High-net-worth families often face elevated cyber risk because of their visibility, financial resources, and complex lifestyles.

March 19, 2026

Four advisors. Four turning points. One missing assumption

Disability income protection planning is one of the most essential components of financial planning and one of the most overlooked.

March 19, 2026
Image shows the CVS Caremark logo
CVS Caremark is being sued by a roofer's union.

Lawsuit: CVS Caremark inflated drug costs via ‘manipulation scheme’

A group of health plan customers has filed a lawsuit accusing CVS Caremark and affiliated entities of orchestrating a scheme that allegedly drove up prescription drug costs.

March 19, 2026
Image shows the words "NAIC Unaffordability Study"
NAIC regulators are wading into the health insurance affordability issue.

New NAIC group wades into the skyrocketing cost of health insurance

A new National Association of Insurance Commissioners’ working group aims to identify policy solutions to rising health care costs and insurance premiums.

March 18, 2026

High-risk assets gaining attention from many Americans

A sizable number of Americans – particularly young adults – are investing in or are considering investing in high-risk/speculative assets such as prediction markets, sports betting and cryptocurrencies.

LIMRA: Single premium pension risk transfer sales jump 132% in Q4 of 2025

March 18, 2026

New premium for single-premium products — both buy-out and buy-in contracts — surged 132% in the fourth quarter to $28 billion, according to LIMRA’s U.S. Group Annuity Risk Transfer Sales Survey.

March 18, 2026
Image shows the Department of Labor logo in front of Congress.
A federal judge vacated the DOL's latest attempt to expand fiduciary duty.

Judge KOs Labor Department’s latest fiduciary rule

A federal judge officially killed the Department of Labor’s Retirement Security Rule on Tuesday.

March 18, 2026

Where love meets preparation

The day my father gave me a gift of peace, clarity, preparation – and love.

March 18, 2026
Image shows a block award with the words, "#1 2025 Annuity Sales."
Saltzman Associates’ inaugural annuity market year in review, which looked at institutional distribution through banks and broker-dealers, found that nearly all product lines saw growth.

2025: A record-breaking year for annuity sales via banks and BDs

In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales across bank, BD and wirehouse channels.

March 17, 2026

Investors remain skeptical of AI in financial advice

Only 38% of affluent investors are comfortable with artificial intelligence, according to Cerulli Edge-U.S. Retail Investor Edition.  

March 17, 2026

Social engineering and cyber risk

Social engineering is the top driver of commercial cyber claims.

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