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December 31, 2021
Our stories on the Shurwest bankruptcy generated plenty of discussion.

2021 Story Of The Year: Shurwest Bankruptcy Reveals Alleged Fraud

Courts in several states continue to referee an unraveling of the saga with a team of attorneys representing at least 142 plaintiffs in an Arizona bankruptcy court. A March 3 hearing is scheduled in that case.

3 Ways To Help Clients Align Their Money With Their Values

December 29, 2021

With what seems like an onslaught of endless crises, clients have begun asking about what they can do to help bring about more positive change. Beyond donating to charities or allocating time to volunteer, are there other actions they can take to make a difference?

December 28, 2021
Insurance is up in all lines due to a host of reasons.
The economic upheaval is unsettling for those needing insurance coverage.

Don’t Repeat These Mistakes With Your Clients In 2022

This year has taught financial advisors many valuable lessons—lessons that should hopefully prepare them to handle the numerous opportunities and challenges that await them in 2022.

December 28, 2021
Many people are considering 2025 New Year's financial resolutions.

Time To Make 2022 Resolutions — Here’s 3 Tips To Keep Them

Setting New Year’s resolutions allows us to exercise the virtue of aspiring to a goal and following through on it, having a sense of control over the events in our life.

December 27, 2021
Inflation is on the minds of many Americans.

Inflation Seen As Biggest Risk To Americans’ Retirement Plans In 2022

Americans say they worried the most about the COVID-19 pandemic in 2021, but rising inflation is now seen as the biggest risk to their retirement plans.

Claims Paid By LTC Insurers Grew By $700M In 2021

December 27, 2021

The nation’s long-term care insurers paid out $12.3 billion in claims during 2021. That represents a significant increase over prior…

December 27, 2021
The year in annuity news was filled with pandemic impacts.

Top 10 Annuity Stories Of 2021

The pandemic effects, combined with the persistent low-interest-rate environment and ever-changing regulatory landscape, made annuity sales a difficult proposition in 2021.

December 22, 2021
The financial services industry is going digital at a fast rate, a recent survey finds.

Insurance Is Overdue For Digital Transformation

Insurers that are currently offering digital products are seeing benefits across the insurance value chain.

Integrity Surprises Employees With $125M Payout And Equity Stake

December 21, 2021

On the heels of a $1.2 billion minority equity investment and just in time for the holidays, Integrity Marketing Group,…

December 21, 2021
SECURE 2.0 would make it easier to save for retirement, backers say
Many Americans are concerned about their retirement security.

Americans Financially Optimistic About 2022, Fidelity Finds

This year, more than 6 in 10 (62%) Americans feel optimistic about the future, despite the unknown and 72% are confident they’ll be in a better financial position in 2022.

Robelynn Abadie Receives 2021 John Newton Russell Memorial Award

December 21, 2021

The National Association of Insurance and Financial Advisors announced Robelynn H. Abadie, CAP™, CHRS, LUTCF, CSA, RFC, RDA™, Founder and Owner…

December 21, 2021
Finding talent is going to challenge insurers in 2022, a new survey concludes.

Insurers Challenged To Find Talent In 2022, Deloitte Survey Says

Attracting the right talent may be the biggest challenge insurers face in 2022, Deloitte’s Annual Insurance Industry Outlook reported.

December 20, 2021
More Americans are getting financial advice from social media.

Younger Generations Turn To Social Media For Financial Advice

More than one-third (39%) of Americans under the age of 65 are receiving their financial advice online or from social media, according to a survey by the National Association of Personal Financial Advisors.

December 17, 2021
Washington state's new long-term care insurance benefit is the first of its kind.

Washington State Delays Controversial LTCi Program Start Date

Gov. Jay Inslee announced Friday a decision to delay the start of a mandatory payroll tax to fund Washington state’s new long-term care program.

More Than 285K Sign Up For Health Insurance Via Get Covered New Jersey

December 17, 2021

Department of Banking and Insurance Commissioner Marlene Caride today announced that more than 285,000 New Jerseyans are signed up for…

December 17, 2021
Merger activity is expected to continue strong into 2022.

No Sign Of M&A Activity Slowing Down, NAILBA CEO Says

The pace of mergers and acquisitions in the independent brokerage sector has quickened, a panel at the National Association of Independent Life Brokerage Agencies said.

Workplace Life, DI And Supplemental Health See Double-Digit 3Q Growth

December 17, 2021

WINDSOR, Conn. Dec. 16, 2021—New annualized premium for workplace life insurance, disability insurance and supplemental health products increased significantly in…

Louisiana Insurer To Assume Policies From Insurers In Receivership

December 17, 2021

A Louisiana licensed insurer plans to acquire all policies from Access Home Insurance Co. and State National Fire Insurance Co.,…

Fitch: No Surprises Act Likely Affects Health Insurers More Than Consumers

December 17, 2021

The Federal No Surprises Act (NSA), which will take effect on Jan. 1, 2022 as part of the Consolidated Appropriations…

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