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69% of Americans concerned about their current financial situation

August 11, 2022

ATLANTA – Aug. 11, 2022: New consumer data shows a greater need for financial advice across generations. intelliflo, the leading…

Businesses increasingly concerned about meeting ransomware demands

August 10, 2022

WATERLOO, ON, Aug. 10, 2022 /PRNewswire/ — BlackBerry Limited (NYSE: BB) (TSX: BB) and Corvus Insurance today released the BlackBerry Cyber Insurance Coverage study, showing businesses are…

August 10, 2022
Sales of annuities inside retirement plans is growing.
Annexus Retirement Solutions has a leg up on retirement plan annuities.

Annexus company finding retirement plans receptive to annuities

It has been a very busy 2022 for Annexus Retirement Solutions, a critical year for taking advantage of opportunities created when Congress passed the Setting Every Community Up for Retirement Enhancement Act, or Secure Act, in 2019.

August 10, 2022

DEI Success: From making a great hire, to serving a wider audience

The financial services industry has made progress in attracting a diverse field force as well as in serving a diverse population. What has worked and what are the next steps? Our panelists will provide their unique insights.

August 10, 2022
'Soft' fraud is growing, Transunion says
Fraud of all kinds is hurting the insurance industry despite efforts to crack down.

Insurance industry still victimized by growing number of scammers

TransUnion said the insurance industry is seeing more “soft fraud” because some consumers may be representing their policies incorrectly to save money.

August 9, 2022
Principal execs touted strong second-quarter results
Principal Financial Group is in transition after finding a buyer for its traditional insurance business.

Principal Financial’s benefits business jumps while AUM slumps in 2Q

Principal Financial sees its pivot to the small- and medium-sized businesses pay off in its specialty benefits segment, but its assets under management sagged in the quarter.

Middle market businesses continue to thrive despite macroeconomic pressures

August 9, 2022

WHITEHOUSE STATION, N.J., Aug. 9, 2022 /PRNewswire/ — New data released from Chubb and the National Center for the Middle Market (NCMM), housed at…

August 9, 2022
The insurer celebrated a successful IPO for its life and retirement division.
AIG reported strong third-quarter financial performance.

AIG delays IPO for Life and Retirement division

American International Group will attempt a delayed initial public offering next month for its Life and Retirement division.

Sales of life combination products rebound in 2021, LIMRA reports

August 9, 2022

WINDSOR, Conn., Aug. 9, 2022 — Total new premium for individual life combination products increased 22% to $4.3 billion, compared with…

Integrity Marketing Group acquires Richman Insurance Agency

August 9, 2022

DALLAS – AUGUST 9, 2022 – Integrity Marketing Group announced it has acquired Richman Insurance Agency, an insurance marketing organization…

August 8, 2022
Image shows a doctor holding a piggy bank.
Healthcare costs are rising dramatically.

The big bite of health spending on retirees (and what Congress is doing about it)

Retirees and advisors may be underestimating the impact of medical spending on retirement income, according to a Boston College report. But Congress’ reconciliation act might come to the rescue.

How to get the most out of Life Insurance Awareness Month

August 8, 2022

In a few short weeks, the life insurance industry will be participating in Life Insurance Awareness Month. LIAM, the public…

New Tennessee Captive Insurance Co. to insure state property

August 8, 2022

With a focus on fiscal responsibility, the State of Tennessee has established the Tennessee Captive Insurance Company to create additional…

3 ways to navigate the new CMS call recording rules

August 8, 2022

New rules regarding the recording of Medicare Advantage sales calls can be an opportunity for agents.

August 5, 2022

How to master employee benefits

For many business owners and CFOs, employee benefits can be a challenge that they don’t have the time or in-depth knowledge to handle. This is where teams like ours comes in.

August 5, 2022
Brighthouse annuity sales increased 8% quarter-over-quarter.
Brighthouse remains on track five years after the company was spun off from MetLife, executives said.

Brighthouse balances strong annuity sales with weaker life numbers

Brighthouse has navigated a rocky road the past five years. But investors viewed its second-quarter performance favorably. Brighthouse stock rose about 6% as of midday Friday.

Growing number of workers enroll in high deductible health plans

August 5, 2022

(Washington, D.C.) – The Employee Benefit Research Institute (EBRI) today published an Issue Brief entitled, “Recent Trends in Patient Out-of-Pocket…

Most Americans see a bright spot despite declining financial confidence

August 4, 2022

NEW YORK–(BUSINESS WIRE)–As inflation remains elevated and the cost of everyday goods continues to rise, New York Life’s Wealth Watch Survey revealed…

August 4, 2022
Investment losses plagued Lincoln earnings.
Lincoln Financial reported strong life sales in the second quarter.

Lincoln touts ‘robust’ life insurance sales amid ongoing restructuring

During a second-quarter earnings call with analysts today, Lincoln executives touted strong life insurance and annuity sales.

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