The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for December. The actions are…
Sky-High COVID-19 Mortality Not Affecting All Life Insurers The Same
There was an expectation by life insurers that COVID-19 deaths would decline as vaccination rates increased throughout 2021. That has not happened, but most life insurers are not reporting any strong impact from higher mortality rates.
Why We Need To Build America’s Personal Financial Safety Net
Households must put their own personal financial safety net in place. The financial services industry, particularly the insurance segment, must step up and help.
Washington, D.C., January 6, 2022 – Certified Financial Planner Board of Standards announced that Kamila Elliott, CFP® has assumed the…
Duluth, GA, Jan. 4, 2022 – Primerica, a leading provider of financial services to families throughout the United States and…
SUMMIT, N.J., Jan. 5, 2022 /PRNewswire/ — Specialty Program Group, LLC (SPG), a leading operator of specialty insurance brokerage firms and underwriting facilities, announced…
Super Bowls Ads, Kobe Bryant Lawsuit Make The Year’s Top P&C Stories
Regulation, business interruption insurance wrangles and some high-profile cases dominated our property & casualty coverage in 2021.
Regulators Continued Targeting Annuity Sales In 2021
Regulators were busy in 2021 and annuity sales remained a prime target.
Advisors Ponder Bitcoin, ‘Decade Of Disappointments’ In 2021 News
There’s never a lack of stories about advisors and the advice they offer. As in other years, 2021 was replete with predictions and proclamations about financial direction.
NAILBA, Finseca Explore Merger To Form Industry Lobbying Power
NAILBA and Finseca announced today that their respective board of directors have voted to initiate a process to explore a merger, which would create a powerful industry lobbying group.
Aging-Related Topics Are Top Health Issues In 2021
But the most popular health-related article of the year dealt with a topic that impacted our readers’ practices.
Questions, Lawsuits Over No Surprises Act
A law to ban unexpected medical bills that took effect on New Year’s Day sounds simple enough. But, like many things out of Congress, the details are complicated. There are questions about how the “No Surprises Act” will be calculated and enforced, and there already have been several lawsuits filed seeking to change or eliminate elements of the complex legislation.
MINNEAPOLIS — Jan. 3, 2022 — Allianz Investment Management launched a new buffered outcome ETF with a six-month outcome period: the…
DENVER (January 4, 2022) – Dennis J. Moore, MBA, CFP, officially became the 2022 President of the Financial Planning Association…
Ponzi Schemes, Improper Annuity Sales Lead Top Fraud Stories Of 2021
Fraudsters earned plenty of headlines throughout 2021 for a variety of scams, improper sales and lawsuit activity.
Giving Back, Giving Big
Members of the financial services community perform philanthropy on a grand scale.
A Relationship Mindset — With Sam Richter
Sam Richter gives you tips on how you can glean information on clients and use it to help them reach their financial goals.
Life is Rich — With Katie Brewer
Katie Brewer focuses on helping young clients build the foundation they need to live their richest lives.
Thermostat Or A Thermometer – Which Is Your Team Culture?
How to go from running hot and cold to knowing what temperature to set.