A court-appointed special master is recommending that victims of a massive insurance fraud scheme tied to Greg Lindberg receive about $1.6 billion.
Many clients don’t buy the insurance coverage they need, even when they can afford it.
Social Security literacy is no longer optional for advisors; they must know the ins and outs of the program that is the foundation for Americans’ retirement security.
Middle-market and mass-affluent households are becoming increasingly important for providers and advisors as their wealth grows and they represent a $25 trillion market opportunity.
How much can AI help the insurance industry offset the continued loss of institutional knowledge as talent ages out?
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for March. The actions are…
Because Medicare decisions directly impact cash flow, risk exposure and retirement stability, you must adopt a fiduciary mindset.
Interim Connecticut Insurance Commissioner Joshua Hershman estimates that about 70% of PHL Variable Insurance Co. policyholders will be fully covered by state guaranty associations.
UnitedHealth has until April 29 to hand over tens of thousands of documents to plaintiffs who claim that the insurer relies on an AI algorithm to deny claims.
The caregiver workforce crisis may be the biggest constraint on access to long-term care services.
Retirement planning has always involved contemplating uncertainty.
As more and more insurers leverage AI for underwriting, claims, and risk management, they face the need for explainability, defensibility, and accountability.
With the introduction of the One Big Beautiful Bill Act (OBBBA), the 2025 tax filing season has been an interesting one.
Regulators highlighted annuity illustrations suggesting annual returns between 10% and 27%, prompting questions about whether consumers are getting good information.
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Not all indexes are created equal, and not all of them are easy to understand.
Trump Accounts represent a structural shift in how we think about financial planning.
