UnitedHealth subsidiary sued over $4.4M stolen by ex-employee
A San Diego-based bank is suing UnitedHealth Group over an embezzlement scheme perpetrated by one of its employees.
Medicaid/Medicare cuts: Are insurance CIOs ready?
The “One Big Beautiful Bill” presents a fundamental challenge to chief information officers.
PacLife settles with Washington state plaintiffs in IUL illustration suit
Pacific Life settled a lawsuit brought by a Washington state couple who claimed they lost substantial retirement funds after being misled on an IUL.
Vermont judge dismisses two National Life companies from IUL lawsuit
A Vermont judge dismissed a pair of National Life companies from a lawsuit over an indexed universal life policy that returned 0%.
Charitable planning can’t wait until 2026
As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change.
HSAs received a major boost from ‘One Big Beautiful Bill’
For the first time in 22 years, a major step in increasing health savings account expansion took place as part of the “One Big Beautiful Bill” signed into law in July.
Law firm launches national practice targeting IUL lawsuits
A pair of South Carolina lawyers are rebranding their firm to focus on IUL litigation. Robert Rikard says IUL abuses are getting worse.
Life insurance can benefit you while you’re alive
Life insurance is typically viewed as just a payout when you die.
Fed cuts rates 25 basis points as Powell warns of cooling jobs market
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target.
Annuities are booming — here’s what could fuel the next wave
Annuities have been the hottest retail investment product by far over the last five years. Can the trend continue?
LLMs hold promise for the actuarial field
Large language models hold promise for many industries and professions, including the insurance industry and the actuarial field.
Life insurers’ superpower? Long-term promises says ACLI CEO David Chavern
ACLI CEO David Chavern discusses the industry’s “moment,” the annuity boom, and why a new vocabulary is needed for what life insurers do.
Why the 2025 hurricane season will be different
Many experts are reporting that an evolving mix of risks will likely play a role in shaping the impact of these powerful storms in 2025.
Markets eye Fed rate cut as Powell’s guidance takes center stage
The Fed faces a balancing act: offer enough stimulus with a rate cut to reassure markets without signaling panic or jeopardizing credibility.
Health agent groups support bill aimed at deceptive Medicare marketing
Health agents’ associations are supporting bipartisan legislation that empowers agents and brokers who sell Medicare Advantage and Part D drug plans while strengthening protections for Medicare beneficiaries.
‘I committed zero crimes’: Unrepentant ‘Annuity King’ pursues appeals from prison
Phillip Roy Wasserman suffered another setback this week when a federal judge sided with Florida and federal investigators in his civil lawsuit.
Not all in Gen Z think alike about retirement planning
The cultural divide among Generation Z isn’t just political — it’s deeply personal.
Beyond the policy: It’s about love
What greater act of love could anyone possibly demonstrate than leaving their legacy prepared, organized and filled with intention in a place and way that will have an impact possibly for generations?
‘Sandwich Generation’ pressures derail retirement plans for millions, study finds
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
