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August 13, 2026
Researchers look at a new approach to retirement income (AI-generated image)

A hybrid approach outperforms the 4% Rule, researchers find

Many retirees believe they have two choices when it comes to withdrawing their retirement funds: either let the 4% Rule guide them and risk running out of money, or put the entire amount into an annuity.

August 13, 2026
Automated handwritten mail is a way to provide a personalized experience for clients (AI-generated image)

Automated handwritten mail: Helping agencies scale the personal touch

A growing number of agencies are turning to a tool that might sound old-fashioned for an industry built on customer relationship management systems and drip campaigns: handwritten mail.

August 12, 2026
Image shows the letters, PBM.
Examiners say PBMs are stonewalling their inquiries. (AI-generated image)

‘You’ll never get that information’: Inside the brutal PBM exam process

PBM examiners describe a hostile response and a pattern of delays, obfuscations and persistent legal threats.

August 12, 2026
A retirement plan is incomplete without integrating long-term care into it. (AI-generated image)

The missing piece in most retirement plans

Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.

August 12, 2026
Image shows a young man showing an older man his Tik-Tok
More younger clients are getting financial advice from social media apps. (AI-generated image)

Clients are bringing TikTok insurance advice into advisor meetings

Many so-called experts are sharing social media insurance tips that may or may not be accurate, often leaving clients misinformed.

LIMRA: Individual life sales continue growth trend in Q2, led by whole life and VUL

August 11, 2026

Total U.S. individual life insurance new annualized with excess premium rose 3% year over year to $4.7 billion in the…

Cayman Islands premier to meet with U.S. reinsurance regulators

August 11, 2026

Premier and Minister for Financial Services and Commerce, the Hon. André M. Ebanks MP is travelling to Columbus, Ohio, this…

August 11, 2026
Image shows the Genworth logo
Genworth is without CEO Tom McInerney while he deals with a health issue. (AI-generated image)

Genworth leans on mortgage unit, CareScout to offset Q2 LTC liabilities

Interim President and Chief Executive Officer Jerome T. Upton is leading the company during CEO Tom McInerney’s medical leave.

August 11, 2026
It's possible to build a scaleable, AI-ready midmarket brokerage (AI-generated image)

How to build a scalable, AI-ready midmarket brokerage

The insurance industry is investing heavily in AI, yet many organizations continue to struggle with scaling initiatives beyond individual use cases.

August 11, 2026
Image shows the words, "New Rules"
The California Supreme Court recently ruled that policyholders can seek declaratory relief from their excess insurers. (AI-generated image)

Are your clients ready for California’s new insurance rules?

Policyholders do not have to exhaust all underlying coverage before they pursue claims against excess insurers, a California court ruled.

August 10, 2026
Image shows a family around the dinner table
Many advisors are encouraging a family-centric approach to financial planning. (AI-generated image)

Embracing a family-centric approach to financial planning

A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.

August 10, 2026
The aging U.S. population means an increasing need for life insurance (AI-generated image)

The silver economy ushers in a new era of life insurance growth

Longer lives, fewer births and an unprecedented concentration of wealth among older Americans are reshaping the demand for financial protection products.

August 10, 2026
Advisors must help family members communicate about matters such as life insurance coverage. (AI-generated image)

Family communication: Financial planning’s growing blind spot

Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.

August 10, 2026
Image shows a number 4 and a wooden man in a wheelchair
Americans are making too many common mistakes when it comes to long-term care, experts say. (AI-generated image)

4 common LTC missteps older Americans must avoid

Why it’s crucial for advisors to address the realities of planning for and paying for care.

August 7, 2026
Image shows the Prudential logo
Prudential Financial is reshaping its global footprint under CEO Andy Sullivan. (AI-generated image)

Prudential to exit emerging markets and shift $3B to core businesses

The overhaul represents the latest sweeping strategy employed by CEO Andy Sullivan in his second year leading Prudential.

August 7, 2026
Summer is a great time to build your sales pipeline. (AI-generated image)

3 summer sales habits that build next year’s pipeline

For employee health and benefits sales leaders, this is not your quiet period.

August 7, 2026
Image shows the Corebridge logo
Corebridge Financial and Equitable Holdings shareholders successfully approved the merger on July 30. (AI-generated image)

Corebridge annuity sales slip ahead of Equitable marriage

Corebridge Financial saw lower annuity sales in the second quarter, but remains focused on its coming merger with Equitable Holdings.

August 6, 2026
Image shows the California state flag and the word "Fees"

California teachers settle class-action lawsuit over in-plan annuity fees

Plaintiff Danielle Krimbow and the Life Insurance Company of the Southwest announced a tentative settlement in their lawsuit over annuity fees.

Wisconsin releases enforcement actions for July

August 6, 2026

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

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