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August 29, 2025

5 strategies to deepen client trust through annuity education

Annuity professionals are navigating one of the most opportunity-rich, yet misunderstood, moments in our industry’s history.

August 29, 2025
An online investor is sitting with his head in his hands, with a thought balloon that says "Bad Online Financial Advice!" Misleading online information leads many Americans to make financial errors.

Misleading online information leads many Americans to make financial errors

Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online

August 29, 2025

Relationships over revenue: The real secret to selling life insurance

The agents who win are the ones who play the long game.

August 28, 2025

Peak 65 brings peak risk: Preventing elder financial fraud

This dramatic demographic shift brings with it not only increased demand for retirement and health care planning but also an urgent need to safeguard seniors from financial exploitation.

August 28, 2025

The Big Beautiful Bill: 8 financial planning impacts and strategies

The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.

August 28, 2025
Image ahows a cowboy judge lassoing a "Lawsuit" sign
A pair of leading insurers received good news and bad news from courts this week.

Court update: Allianz Life faces bevy of lawsuits over July data breach

Allianz Life Insurance Co. of North America faces several lawsuits related to a July data breach that affected 1.4 million people.

Transamerica welcomes Jason Frain as head of retirement solutions

August 27, 2025

Transamerica announced that Jason Frain has joined the company as head of retirement solutions, effective immediately. In this role, Frain…

August 27, 2025

Private credit enters your 401(k)? What investors need to know

Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.

August 27, 2025
Individual deciding between two different piggy banks. Picking the right savings account can help lower-asset households.

Is it possible to save too much in retirement accounts?

Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.

August 26, 2025
Illustration with a busy financial graph and several eyes peering out from behind the graph. Jackson-Nationals-study-reveals-hidden-dangers-for-risk-averse-investors.

Jackson National study reveals hidden dangers for risk-averse investors

A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.

August 26, 2025
Image shows a cowboy on a roundup
Several new products were announced Monday.

Product alert: New life insurance, annuity offerings hit the shelves

Monday became a new product release day as three prominent life insurance companies unveiled their new offerings.

August 26, 2025
Photo of teens driving in a car. Key insights from WalletHub’s 2025 analysis on teen drivers.
Getting a driver’s license is a rite of passage in the U.S. But for many teens, it comes with serious risks.

Key insights from WalletHub’s 2025 analysis on teen drivers

Getting a driver’s license is a rite of passage in the U.S. But for many teens, it comes with serious risks.

August 26, 2025

What a tsunami teaches us about coastal insurance risk

Tsunamis bring flooding that’s outside of the coverage provided by a standard homeowners policy.

August 26, 2025
Americans continue to warm up to annuities.

Annuities vs. the 4% Rule: Why guaranteed income wins

The research also found that those with smaller nest eggs benefit from annuitizing more of their income.

August 26, 2025
Image showing fireworks with the words 401(K) overlapping. Why-SECURE-20-and-State-Mandates-Are-Powering-a-Micro-401k-Boom.

Why SECURE 2.0 and state mandates are powering a micro 401(k) boom

Micro 401(k) plans are set to rapidly expand over the next few years due to incentives provided by SECURE 2.0, and states mandates.

August 25, 2025
Image shows a gavel and the words ACA
A Maryland judge blocked most of a Trump administration rule limiting the Affordable Care Act.

Judge partially blocks ACA enrollment rules set to take effect today

A Maryland judge blocked several parts of an Affordable Care Act exchange enrollment and eligibility rule on Friday, siding with a coalition of plaintiffs in a federal lawsuit.

August 25, 2025
Illustration with health icons and the words "NAIC." NAIC-hears-recommendations-on-regulating-level-funded-health-plans.

NAIC meeting warns: Level-funded plans could destabilize health insurance

Level-funded health plans are growing in popularity as small-group employers look to save money on their workers’ health coverage.

August 25, 2025
Image shows a trophy reflecting $115B in annuity sales
Annuity sales set new records in the second quarter, Wink reports.

Annuity sales surge to $115B in Q2, with a new market leader, Wink reports

Wink’s Sales & Market Report revealed a record-setting second quarter, and a shakeup at the top.

August 25, 2025
Illustration with the word "Premiumrs" and increasing bar graph bars. Instability-leading-to-higher-health-insurance-premiums.

NAIC panel cites ‘instability,’ ACA turmoil as 2026 premium hikes loom

Health insurance premiums are trending upward due to instability in the marketplace, a panel of experts said.

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