In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
OBBBA and New Year’s resolutions
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
Structuring a successful insurance company sale
The successful sale of an insurance business starts with a strong valuation.
Retirement optimism climbs, but emotion-driven investing threatens growth
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
Investor use of online brokerage accounts, new investment techniques rises
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
It’s the most accident-prone time of the year
What holiday driving trends reveal about risk, claims and coverage gaps.
Judge rules against loosening receivership over Greg Lindberg finances
A bid by disgraced financier Greg Lindberg to loosen the receivership controls over his business assets was rejected last week by the North Carolina Court of Appeals.
Bill aims to boost access to work retirement plans for millions of Americans
Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.
Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.
How OBBBA is a once-in-a-career window
Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.
The 2025-2026 risk agenda for insurers
The insurance regulatory and risk landscape was demanding in 2025 — and all signs point to 2026 being even more complex.
House OKs health bill without extending ACA credits
The Affordable Care Act cost cliff likely will hit as Americans ring in the New Year, now that the House of Representatives approved an alternative health care bill that does not include extending enhanced tax credits that are due to expire Dec. 31.
5 things I wish I knew before leaving my broker-dealer
Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.
4 GOP reps join Democrats in forcing ACA vote
Four moderate Republican congressmen joined Democrats in the House to force a vote on extending the Affordable Care Act enhanced subsidies, which are due to expire Dec. 31, hiking the cost of health care premiums for millions of Americans.
GOP scuttles vote on package without ACA tax credits
House Speaker Mike Johnson said he won’t call a vote Wednesday to extend enhanced subsidies under the Affordable Care Act.
Stabilize the Medicare Advantage marketplace, Idaho director tells NAIC
The Idaho Department of Insurance Director described his state’s actions against unfair trade practices regarding Medicare Advantage plans, while the head of an agents’ association expressed her frustration.
Product understanding will drive the future of insurance
As product sales continue to be sold through independent channels, carriers are increasingly reliant on distributors to push a broader portfolio of product offerings.
Iowa defends Athene pension risk transfer deal in Lockheed Martin lawsuit
Iowa submitted a brief Wednesday in support of Lockheed Martin Corp. in a lawsuit over its choice of Athene Annuity and Life Co. in a pension risk transfer deal.
NAIC’s 2026 AI evaluation pilot moves ahead as industry balks
State insurance regulators are committed to kicking off a pilot program in 2026 to test insurers’ use of artificial intelligence.
