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From the Field: Expert Insights RSS Get our newsletter
June 4, 2026
Image shows a retirement cake
Common reasons for retiring earlier than anticipated include health issues that prevent performing the job, an unexpected job loss, and being financially ready earlier than expected. (This image was created with AI)

Allianz studies why 42% of Americans retire sooner than expected

According to a new Allianz study, 54% of Americans say they would retire immediately if they won the lottery.

Idaho Department of Insurance: Former agent convicted of felony fraud

June 4, 2026

The Idaho Department of Insurance announced that Stetzen Bailey, of Heyburn, Idaho, pled guilty on February 23, 2026, to one…

June 4, 2026
Image shows the Prudential logo
Prudential is laying off 53 employees on July 17. (This image was created with AI)

Prudential announces more layoffs as insurer continues to restructure

Prudential overhauled its leadership team, restructured operations, and shed noncore assets to fuel growth, executives have said.

June 3, 2026
Image shows a couple getting financial advice
Life settlements offer a way to unlock much needed liquidity from existing assets. (This image was created with AI)

Why advisors should be talking about life settlements

Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.

June 3, 2026
Image shows NAIC regulators fielding a ton of comment letters
NAIC regulators are trying to tighten up annuity illustrations. (This image was created with AI)

NAIC regulators continue pushing for annuity illustration updates

State insurance regulators want to reopen a key annuity illustration model regulation as they weigh a significant overhaul of how illustrations are used.

Wisconsin releases enforcement actions for May

June 2, 2026

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for May. The actions are…

June 2, 2026
Image shows a color-shaded landscape scene
Property owners in high-risk states like Florida, Oklahoma, Mississippi, Louisiana and Nebraska could have trouble getting affordable home insurance coverage. (This image was created with AI)

The Super El Niño Effect on insurance and what it means for clients

Forecasters are warning that Super El Niño is expected to make its debut soon and will likely continue through winter and early 2027.

June 1, 2026
Image shows the Wink logo and $100B
Quarterly annuity sales continue to hover around the $100 billion mark. (This image was created with AI).

Wink: Flat first-quarter annuity sales fall just short of $100B

Total annuity sales for the first quarter were flat year over year, Wink, Inc. reported Friday, and fell just short of the $100 billion mark.

Matthew Michelini named Athene president, with an eye on annuity growth

June 1, 2026

Athene, the leading retirement solutions company and subsidiary of Apollo Global Management, Inc., announced today that it has appointed Matthew…

June 1, 2026

Millennials are ready to bring their advisor to the family table

Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.

June 1, 2026

Setting the record straight on premium-financed IUL

This is not a funding strategy for the average policyholder.

June 1, 2026

The Annuity Evolution: New Rules, Smarter Tech

Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.

June 1, 2026

Annuities at the speed of a cheetah — With Mark Zesbaugh

Industry veteran Mark Zesbaugh, CEO of Revol One Financial, transitioned from a record-breaking early career in finance to building a modern, tech-forward insurance platform from the ground up.

June 1, 2026

A foundation of faith — with Cheryl D. George

Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.

June 1, 2026

Preserve client assets with a Medicaid-compliant annuity

Help clients access long-term care while preserving as much of their financial legacy as possible.

June 1, 2026

The biggest domestic issue of the 21st century

The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.

June 1, 2026

An HSA can help with high costs, but employees need more support in using it

Employees struggle to manage their HSAs and are frustrated with their HSA experiences.

June 1, 2026

10 underwriting myths that won’t quit

The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.

June 1, 2026

From taboo to transparency: Reframing family financial talk

Help shift the discussion from crisis-driven to intentional.

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