Insurance Compact warns NAIC some annuity designs ‘quite complicated’
In one product trend, regulators are seeing more guaranteed living withdrawal benefits attached to non-variable annuities.
Estate planning during the great wealth transfer
The great wealth transfer is well underway, with trillions expected to pass from one generation to the next.
Advocates warn of ‘significant time bomb’ with healthcare barriers
Advocates urged regulators Monday to focus efforts on health care coverage access during the National Association of Insurance Commissioners’ fall meeting.
Senate Dems to force ACA vote while competing plans float in the House
The Senate is expected to vote later this week on a Democratic proposal to extend expiring enhanced Affordable Care Act tax credits and prevent health insurance premiums from skyrocketing for millions of Americans.
New York Life continues to close in on Athene; annuity sales up 50%
New York Life sold 50% more annuities through three quarters than in 2024, LIMRA reported in its updated sales rankings.
Main Street families need trusted financial guidance to navigate the new Trump Accounts
Many parents are looking for ways to build financial security for their children despite rising costs.
Opportunities exist in serving middle-market businesses
Property/casualty insurers and their agents have a sizable opportunity to serve middle-market businesses, a Conning report said.
Judge tosses Penn Mutual whole life lawsuit; plaintiffs to refile
A California judge granted motions to dismiss a lawsuit filed by a group of 29 plaintiffs who claim that Penn Mutual Life Insurance Co. and several co-defendants ran a tax-avoidance scam.
Are the holidays a good time to have a long-term care conversation?
Are the holidays a good time to have a long-term care conversation? OneAmerica Financial’s findings shed some light.
NAIC panel readies controversial RBC changes for fall meeting vote
Regulators discussed the purpose of risk-based capital data last week as work progressed on an at-times controversial set of RBC principles.
Removing barriers to annuity adoption in 2026
Current trends point to a meaningful uptick in annuity adoption in the coming year.
Bill that could expand access to annuities headed to the House
A bill with more than 20 measures to improve retirement and other investment options is headed to the House of Representatives next week.
Will Congress take action on ACA next week? If so, what?
There are 10 working days on the calendar before many Americans see their enhanced Affordable Care Act credits expire.
Fixing the friction: Simplifying ICHRA enrollment
When individual coverage health reimbursement arrangements launched in January 2020, they ushered in a new era of flexibility in employer-sponsored health benefits.
Judge approves PHL Variable plan; could reduce benefits by up to $4.1B
A Connecticut judge signed off Tuesday on changes to a moratorium on benefits available to the financially troubled PHL Variable Insurance Co.
ACA marketplace allowed possible fraud through fake enrollees, GAO says
The Affordable Care Act marketplaces allowed fake enrollees to obtain coverage in 2024 and 2025, the General Accounting Office said in a report issued this week.
Prudential leads all life sellers as Q3 sales rise 3.2%, Wink reports
Prudential Financial ranked No. 1 in overall life insurance sales during the third quarter, with a market share of 5.7%, Wink, Inc. reported.
Private equity, crypto and the risks retirees can’t ignore
An executive order issued by President Donald Trump in August encouraged U.S. regulators to make it easier for retirement savers to incorporate alternative assets into their portfolios.
LTC: Help clients make the leap from interest to planning
Clients are interested in long-term care solutions, but they often are not ready to make the jump from interest to planning.
