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June 29, 2026
Cartoon image shows a man using advanced technology
Artificial intelligence can be a big resource for health brokers, experts say. (This image was created with AI)

How health insurance brokers can use AI to thrive

Health insurance brokers have been using artificial intelligence in various forms for years and didn’t realize it.

June 29, 2026
Image shows a graph on the rising LTC costs
Long-term care options continue to be more costly. Source: Genworth (This image was created with AI)

High costs of coverage, LTC crisis continue to shape health care ecosystem

American continue to be worried about high health care costs, while an aging population means a crucial need to address long-term care.

June 29, 2026
Image shows the ACLI logo
One in four (25%) middle-class households identified having enough savings to retire at their desired age. (This image was created with AI)

Retirement control is top success measure for middle class, ACLI says

Just one in four middle-class households identified having enough savings to retire at their desired age and lifestyle, a new ACLI survey finds.

June 29, 2026

Estate planning 2.0: How ILITs can create liquidity

Irrevocable life insurance trusts provide liquidity when needed, and control over how wealth transfers stays intact.

June 29, 2026

Two disability policies, two purposes

Not only can business owners lose their personal income, but they can also lose the business they’ve spent years building.

June 26, 2026

State Farm’s agency overhaul: What distribution can learn

State Farm’s “Next Gen Good Neighbor” initiative delivers a message to life and annuity distribution leaders.

June 26, 2026
Image shows the NAIC logo
The NAIC is trying to get to the bottom of a cyberbreach that took place earlier this month. (This image was created with AI)

NAIC criticized over network flaws and communication after cyberattack

The National Association of Insurance Commissioners is struggling to contain the fallout from a June 11 cyber breach that potentially exposed sensitive information.

June 25, 2026

How executive benefits impact an estate plan

Advisors increasingly deal with executive benefits when creating an estate plan for business executives.

June 25, 2026
Image shows a man holding a phone in front of a damaged car
AI-generated image fraud is an exploding trend. (This image was created with AI)

AI-created images in insurance fraud and the impacts on clients, advisors

As AI use grows, insurance companies are increasingly questioning whether photos submitted during the claims process are real.

June 25, 2026

A new era at the Federal Reserve

Now that he has been confirmed by the Senate, Kevin Warsh will step into a role closely watched by world and business leaders.

June 24, 2026
Image shows the United Healthcare logo
A group of ex-employees say UnitedHealth is using forfeiture funds to pay the corporate match for 401(k) plan participants. (This image was created with AI)

Judge allows UnitedHealth 401(k) forfeiture lawsuit to proceed

A federal judge has allowed portions of a class-action lawsuit against UnitedHealth Group over its use of 401(k) forfeiture funds to proceed.

June 24, 2026

The freedom to dream, the courage to build

The freedom to build something meaningful often comes with risk.

June 24, 2026
Image includes the words, "Life Settlement Boom" amid flames
The life settlement market saw nearly a 10% increase in 2025. (This image was created with AI)

What advisors need to know about the life settlement boom

As the cost of living puts greater pressure on household budgets, the market for life settlements continues to grow as well.

June 23, 2026
Image shows a man with a laptop at the pool
Summer is often a much slower time for financial advisors. (This image was created with AI).

Avoid the ‘summertime slump:’ Strategies to remain productive

Two financial professionals shared some of the strategies that you can use to make sure that your summer months are productive as you try to move your practice to a higher level of success.

June 23, 2026
Image shows the CareFirst logo
CareFirst alleges that insurance broker Avraham Rappaport and his brother, Eliezer Rappaport, illegally enrolled hundreds of ineligible individuals in health insurance plans. (This image was created with AI)

CareFirst accuses Maryland insurance brokers of overseeing $50M fraud

A Maryland insurance broker and his associates are accused of orchestrating a years-long international health fraud scheme.

June 23, 2026
Image shows a cartoon man dumping money beside a new truck
Americans carry nearly $1.7 trillion in auto loan debt. (This image was created with AI)

Report: Many Americans paying up to 45% of annual income on auto loans

Americans are carrying nearly $1.7 trillion in auto loan debt, more than $13,800 per household. Experts say that isn’t a good recipe for financial success.

June 23, 2026

Why annuities are gaining traction with younger investors

For younger investors, the appeal is not necessarily guaranteed income decades down the road.

June 23, 2026
The image shows money and several blocks labeled for IRA
The backdoor Roth IRA is a strategy for higher earners who are not eligible to contribute to a Roth IRA. (This image was created with AI)

What advisors and clients must know about Roth conversions

Roth conversions are among the most popular retirement planning strategies, but the rules surrounding them are increasingly complex.

June 22, 2026

How accelerated underwriting is transforming life insurance

Accelerated underwriting isn’t only a convenience, but it is a capital-efficiency play.

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