Indexed universal life is expected to have had a record year in 2022 when the fourth quarter is tallied. But new regulatory guidance this year might disrupt the streak.
Automation should allow customers to perform tasks while freeing up staff to work on more complex issues.
Transamerica announces the availability of the Transamerica Financial Choice IUL, a new index universal life insurance policy to protect beneficiaries while providing flexibility and opportunity for tax-advantaged supplemental income.
The battle against inflation, a possible recession and a potentially flat year for life insurance sales are all top of mind for financial services firms providing critical insights for advisors as they help their clients navigate the challenges and opportunities that lie ahead.
Amid all the stories about sophisticated cybercrimes, it turns out the most common crime impacting corporate America is simple fund transfer requests that send money into the accounts of criminals, a recent study shows.
Under the $1.65 trillion federal spending bill approved by Congress in December, states can begin disenrolling people from Medicaid in April even if the public health emergency designation remains in place.
Department of Business and Industry Director Terry Reynolds announces the appointment of Nick Stosic as Interim Insurance Commissioner at the…
The Federal Reserve has been aggressively raising its key rate to bring inflation down to 2%, but it will also bring down the economy with it, according to a BlackRock report
Lee is president of Lee Investment Management in Saratoga Springs, N.Y.
From changes to required minimum distributions to emergency withdrawals from 401(k) plans, here are some highlights of the new law.
Study finds that the nation’s youngest adults are taking significant steps to improve their financial wellbeing, with the goal of retiring at age 59 – years ahead of the generations that preceded them.
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for December. The actions are…
The ongoing criminal case pitting the government against the self-titled, “Annuity King” could finally go to trial this spring.
It’s overwhelming to join any association because there are typically a lot of resources available to you, so you don’t know where to start.
Cash and bond yields have given accounts a “nice lift,” leading the analysts to increase their recommended withdrawal rate to 3.8%, up from 3.3%.
Insurers can increase revenue and reduce operating expenses by reinventing product offerings and improving the customer journey.
Natural disasters seemed to dominate property and casualty news in 2022 in what was really a moderately damaging year compared to previous ones. But it was auto insurance that generally brought more interest from readers.
A FINRA survey showed that more young people are getting into investing – and may be getting in over their heads.
The more advisors encourage clients to talk to their children about all financial matters, the less scary or taboo these issues become.
