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August 4, 2026
Image shows the Jackson logo on a phone
Jackson Financial CEO Laura Prieskorn is retiring in September. (AI-generated image)

Jackson Financial CEO caps 40-year career with blockbuster Q2

Jackson’s Q2 retail annuity sales of $5.9 billion were up 34% from the second quarter of 2025.

August 4, 2026
Image shows the AGI logo
American Growth Insurance (AGI) recently announced its launch as an AI-enabled insurance brokerage. (AI-generated image)

How AGI’s new AI-driven platform changes the game for advisors

American Growth Insurance (AGI) recently announced its launch as an AI-enabled insurance brokerage growth platform.

August 4, 2026
Benefit brokers must help their small-business clients by having smarter conversations with workers. (AI-generated image)

Supporting small businesses starts with smarter benefits conversations

Most employers want to invest in their people, but intention alone doesn’t solve for execution.

August 3, 2026
Image shows the Penn Mutual logo
Judge Sherilyn Peace Garnett gave plaintiffs one final opportunity to revive several fraud-related claims. (AI-generated image)

Judge again tosses Penn Mutual whole life lawsuit alleging tax scam

Judge Sherilyn Peace Garnett gave the 29 plaintiffs one final opportunity to revive several fraud-related claims through an amended complaint.

August 3, 2026
Why did the algorithm decline your client for coverage? (AI-generated image)

Declined by a machine? The end of the unexplainable no

For years, the technology ran ahead of regulation. That era is closing.

August 3, 2026
Image shows workers pounding rocks.
Regulators are plowing ahead on updates to annuity illustration rules. (AI-generated image)

NAIC regulators begin consensus phase on annuity illustration overhaul

An NAIC working group is moving into a new phase of its effort to overhaul annuity illustration rules.

July 31, 2026
Image shows scales with Ameritas on the weighty end and Wells Fargo on the other
The Court of Appeals for the 8th Circuit affirmed summary judgment in favor of Ameritas in another STOLI case. (AI-generated image)

Court sides with Ameritas in denying $4M STOLI payout to Wells Fargo

The decision continues a summer winning streak for life insurers in stranger-originated life insurance, or STOLI, cases.

July 31, 2026
Cartoon image shows a man looking at a strong investment

Market-value adjusted annuities: Key considerations for advisors

Like most financial products, market value-adjusted (MVA) fixed annuities come with trade-offs.

July 31, 2026
What is private equity's next play in the insurance world? (AI-generated image)

Private equity’s next play in insurance

How will PE firms originate and manage the next generation of long-duration assets?

July 30, 2026
Image shows the Cigna logo
Cigna executives say the cost of GLP-1s is declining. (AI-generated image)

Cigna reports more AI, more health customers and more profit in strong Q2

The Cigna Group reported better-than-expected second-quarter results, driven by its Evernorth health services business.

July 30, 2026

What Colorado small businesses get wrong about cyber liability

Asking whether a business has cyber insurance is the wrong question.

July 30, 2026
Image shows a man pointing a couple towards a golden path.
With all the economic uncertainty, it’s more important than ever for advisors and their clients to assess where they stand with their retirement goals. (AI-generated image)

How advisors can prepare clients for an uncertain retirement landscape

Security Benefit found that 76% of advisors consider geopolitical instability the most difficult risk to plan for.

July 29, 2026
Image shows the Medicare CMS logo
The Centers for Medicare & Medicaid Services will discontinue the Part D voluntary premium stabilization program after 2026. (This image was created with AI)

CMS will discontinue Part D subsidies for 2027

Medicare Part D prescription drug plans could be more expensive for about 25 million Americans next year as the Trump administration plans to end Medicare Part D subsidies.

July 29, 2026
Image shows the words "Immediate Care Plan."
The Immediate Care Plan was created by Lumos Insurance, and is built on the chassis of a single-premium immediate annuity. (This image was created with AI)

Immediate Care Plan: A new solution for funding LTC

The plan is designed to fill the gap between what a care recipient needs to spend monthly on care and the amount of monthly income they have from sources such as Social Security, a pension or interest on investments.

July 29, 2026
Clients no longer have to choose between traditional long-term care insurance and self-funding. (AI-generated image)

LTCi innovations that protect your client’s independence

For too long, long-term care planning has been framed as a narrow choice between paying out of pocket or buying a traditional long-term care insurance policy.

LIMRA: Annuity sales set new quarterly record with $123.9B in Q2

July 28, 2026

Total U.S. annuity sales rose 4% year over year to a record $123.9 billion in the second quarter of 2026,…

July 28, 2026
Image shows Karlan Tucker

‘I wish I’d met him sooner:’ Karlan Tucker remembered for integrity, faith

Karlan Ken Tucker, 66, died Thursday in Littleton, Colo. He leaves behind a national footprint of advisors serving clients with integrity.

Corebridge adds options to its Power Series of indexed annuities

July 28, 2026

Corebridge Financial announced the addition of Protected Growth Benefit and preset allocation options to select versions of The Power Series…

July 28, 2026
Top advisors share reasons why women are reluctant to invest (AI-generated image)

Why women must be more engaged in investing

Advisors share some of the barriers women face, and a few steps that can help remove these barriers and empower more women to invest.

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