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April 1, 2026

The quiet rise of AI in everyday insurance decisions

For advisors, the real change isn’t technology; it’s how technology is used.

April 1, 2026

Can AI be trusted for premium finance planning?

Experts say it’s possible, but it’s not without risk.

March 30, 2026
Image shows big iron gates marked "401K"
A proposed Department of Labor rule would allow some private equity investments inside retirement plans.

The DOL wants to open the gates to private equity in 401(k)s. Good idea?

A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.

March 30, 2026
Image shows the Equitable and Corebridge logos
The Corebridge Financial merger with Equitable Holdings has the annuity industry buzzing.

Three ways the Corebridge/Equitable merger could shake up the annuity market

The news of the Corebridge/Equitable merger provided shocks through the life and annuity markets.

March 27, 2026
Image shows scales with money and a heart balanced
Medicare Advantage enrollment continues to grow.

CMS seeks stability in the Medicare market

Stability in the Medicare market is among the priorities for the Centers for Medicare and Medicaid Services, according to the agency’s deputy administrator and the chief policy and regulatory officer.

March 26, 2026
Image shows the logos of Corebridge and Equitable.
Corebridge and Equitable are merging in a blockbuster deal.

Corebridge, Equitable merge to create potential new annuity sales king

Corebridge and Equitable announced an agreement to combine in an all-stock merger, valuing the combined company at approximately $22 billion.

March 26, 2026
Image shows the CCIIO chief and the words, "ACA Fraud"
CCIIO plans to implement identity proofing by the next open enrollment period.

CCIIO chief: ‘Still a lot of fraud’ in the ACA marketplace

Crushing fraud is one of the main priorities for Medicaid and the Affordable Care Act marketplace, according to the deputy administrator and director of the Center for Consumer Information and Insurance Oversight.

March 26, 2026
Image shows the NAIC logo
Regulators are considering changes to its open meetings policy.

NAIC regulators field complaints about transparency, closed meetings

NAIC regulators defended the need for private meetings Tuesday as consumer advocates and industry representatives called for more transparency.

March 24, 2026
Image shows a doctor holding a piggy bank.
Healthcare costs are rising dramatically.

AHIP focusing on health care affordability, CEO says

Health care affordability is the “north star” for AHIP, its president and CEO said Monday at the opening of the association’s annual Medicare, Medicaid, Duals and Commercial Markets Forum in Washington.

LIMRA: Final retail annuity sales total $464.1 billion in 2025

March 23, 2026

Total U.S. annuity sales increased 7% to $464.1 billion in 2025, according to LIMRA’s U.S. Individual Annuity Sales Survey, which…

March 23, 2026
Image shows the Texas and California state flags
A pair of advisors paid the price last week for illegal dealings with clients.

Advisors in Texas and California banned for fraud scams

Two advisors were penalized last week for scamming clients and advisory firms out of hundreds of thousands of dollars.

March 23, 2026
Image shows an older couple
Annuities can help younger generations replace traditional retirement pension income.

How annuities can enhance retirement income for post-pension clients

How annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

March 20, 2026

Charitable giving planning can strengthen advisor/client relationships

As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.

March 20, 2026

New individual life premium hits record-setting $17.5B in 2025

Total new annualized premium exceeded $17.5 billion in 2025, up 10% year over year, according to LIMRA’s individual life insurance sales survey.

March 20, 2026

Insurers optimistic about their investments in 2026

Insurers remain optimistic about their investments going into 2026, despite heightened market uncertainty.

March 19, 2026
Image shows a halo over a family home
Cyber coverage helps shield clients from financial loss and disruption caused by online threats.

The cyber shield: protecting high-net-worth clients from digital risks

High-net-worth families often face elevated cyber risk because of their visibility, financial resources, and complex lifestyles.

March 19, 2026

Four advisors. Four turning points. One missing assumption

Disability income protection planning is one of the most essential components of financial planning and one of the most overlooked.

March 19, 2026
Image shows the CVS Caremark logo
CVS Caremark is being sued by a roofer's union.

Lawsuit: CVS Caremark inflated drug costs via ‘manipulation scheme’

A group of health plan customers has filed a lawsuit accusing CVS Caremark and affiliated entities of orchestrating a scheme that allegedly drove up prescription drug costs.

LIMRA: Single premium pension risk transfer sales jump 132% in Q4 of 2025

March 18, 2026

New premium for single-premium products — both buy-out and buy-in contracts — surged 132% in the fourth quarter to $28 billion, according to LIMRA’s U.S. Group Annuity Risk Transfer Sales Survey.

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