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July 23, 2026

Advisors don’t have an annuity problem; they have an integration problem.

For 20 years, the retirement income debate has been framed as a product argument. That framing misses a deeper issue.

July 23, 2026
Image shows a woman running a cash register
Thirty-five percent of nonretirees feel behind their peers in retirement planning. (This image was created with AI)

Nearly half of nonretirees doubt they will fully retire

This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.

July 23, 2026
Agentic AI is playing a bigger role in insurance sales. (This image was created with AI)

Agentic AI is transforming insurance sales both for consumers and agents

The use of agentic AI in the insurance industry has positively impacted sales by empowering consumers and helping less experienced agents overcome barriers, according to an industry expert.

July 22, 2026

Opinion: We must clear the insurance industry’s name

My recent experience taught me that leaders in our industry can and will exploit systems intended to serve policyholders for their own benefit.

July 22, 2026
Image shows an open laptop
Canvas recently launched the 10-year MYGA Future Fund with a 6.3% interest rate. (This image was created with AI)

Canvas steps into the direct-to-consumer market that has yet to take off

Canvas Annuity, a digital direct-to-consumer annuities provider, recently announced a new 10-year multi-year guaranteed annuity.

July 21, 2026
Image shows the NAIC logo
NAIC regulators are trying to get a better handle on offshore reinsurance transactions. (This image was created with AI)

Regulators: ‘No firm conclusions’ from first offshore reinsurance filings

State insurance regulators have begun reviewing the first round of reserve adequacy reports required under a new reinsurance guideline.

July 21, 2026
Image shows a couple preparing to vote.
More than six in 10 consumers (61%) in the Insurify study said they believe elections affect their insurance costs. (This image was created with AI)

High cost of home insurance may drive voter turnout for midterms

A majority of Americans say rising home insurance costs would make them more likely to vote in the midterm elections.

July 21, 2026
Image shows a graphic of a man pointing up
U.S. retail annuity sales reached a record $464.1 billion in 2025. (This image was created with AI)

The next growth phase in life/annuities depends on modernization

As the life and annuity market continues to grow, the next phase of that growth will depend on how well the industry modernizes the sales, service and back-office workflows that turn consumer interest into completed protection.

July 20, 2026
Image shows a man facing a storm of bills
Over half (53%) of millennials and one-third (33%) of Gen X still feel financially dependent on their parents, new data shows. (This image was created with AI)

How can more Americans achieve financial independence?

The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.

July 20, 2026

Savers vs. spenders: How money management attitudes impact financial confidence

By understanding behavioral drivers, individuals can create strategies to strengthen their financial health and align with long-term goals.

July 20, 2026
Image shows the words, "Critical Care Riders."
The best candidates for critical care riders are clients whose livelihoods would be halted during a medical crisis. (This image was created with AI)

Critical care riders: the living benefit more clients should understand

Critical care riders transform life insurance from a product that only pays out when someone passes away into a policy with living benefits.

July 17, 2026

What’s at stake if insurers rush into AI too early?

Insurers may be in a race to adopt and scale artificial intelligence faster than their competitors do, but jumping the gun could lead to disaster.

July 17, 2026
Image shows a couple meeting with an advisor
Engaging with the next generation of clients, specifically Generation Z often requires a fresh perspective. (This image was created with AI)

Demonstrating the value of life insurance to Gen Z

What often drives someone to meet with a financial advisor is a desire to protect what is most important to them.

July 17, 2026

Mid-year benefits review: What employers miss before renewal

Mid-year is one of the most misleading periods in employee benefits planning.

July 17, 2026
Image shows the California state flag and a judge's gavel.
A federal judge certified a class of California public-school employees in their lawsuit over in-plan annuity fees. (This image was created with AI)

CA judge certifies class action in teachers’ lawsuit over in-plan annuity fees

A California federal judge is allowing a teacher to represent a class of educators who say they were misled on the fees for an annuity rider.

July 16, 2026
Image shows the UnitedHealth logo
UnitedHealth Group far exceeded analysts' expectations for second quarter earnings. (This image was created with AI)

Fewer members, more profit: UnitedHealth shares surge on Q2 earnings beat

UnitedHealth Group on Thursday became the second major health insurer in as many days to report strong second-quarter profits.

July 16, 2026

Trust, technology and the future of claims

As artificial intelligence increasingly shapes life insurance operations, the industry faces a critical challenge

July 16, 2026
Image shows the words "Retention" and "cost"
The vast majority of employers surveyed – 94% - said controlling medical costs was important to them in 2026, up from 91% last year. (This image was created with AI)

Employers weigh retention, costs in developing benefits strategies

Employers are focusing on employee retention and well-being, while keeping an eye on costs, as they develop their workplace benefits strategies.

July 15, 2026
Image shows the UnitedHealth Group logo.
A federal appeals court cleared UHG in a lawsuit over Medicare benefits. (This image was created with AI)

Appeals court tosses lawsuit accusing UnitedHealth of misleading seniors

A federal appeals court sided with UnitedHealthcare Tuesday on a lawsuit over how the insurer markets its Medicare Advantage plans.

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