Life insurance can play a key role in a client’s financial plan, offering a source of liquidity that doesn’t depend on market conditions.
Retirement providers are investing in digital engagement as competition for retirement assets, rollovers and retention grows.
As some clients age, their financial advisors might take on the added task of helping them manage diminished mental capacity, which includes memory loss and poor financial judgment.
As more insurers limit GLP-1 coverage to patients for weight loss only, employers are searching for ways to preserve access for weight loss alone.
The House Financial Services Committee advanced the CLEAR Forms Act, an IRI-backed bill aimed at simplifying disclosures for certain annuity and insurance products.
Reviewing a financial plan starts with revisiting three core areas: income, expenses and savings.
In its own 32-page lawsuit, the A-Cap insurers accuse Wise of a prolonged and failed campaign to punish the companies.
Ask what stops an attack, not what sees one.
Baby boomers relied on a combination of Social Security, personal savings and a pension. Gen Xers do not have the last leg of the retirement stool.
As artificial intelligence continues to take over the financial services industry, a new report by PwC found there is more demand for AI skills than even MBA degrees, which were traditionally the gold standard for workforce talent in the field.
South Carolina insurance regulators are taking another shot at placing two Advantage Capital Partners-owned insurers into rehabilitation.
As employers begin to evaluate benefit plans for 2027, many confront a difficult challenge.
Nearly 40% of middle-class Americans said they plan to use Medicare to cover their future long-term care expenses – even though Medicare doesn’t cover LTC.
The first rate adjustment under Fed Chair Kevin Warsh and runs counter to President Donald Trump’s repeated calls for lower borrowing costs.
Although no final policy has been issued, agent organizations are mobilizing against it before open enrollment begins on Nov. 1.
NAIC regulators are closing in on changes that would limit the use of historical investment returns in annuity illustrations.
How can advisors best help clients understand the benefits and drawbacks of surrendering an annuity contract?
The recent Taylor Farms/Taco Bell lettuce recall is a case study about the tremendous risk for insurers when supply chains aren’t recall-ready.
Equitable has launched what it says is the first bitcoin-linked option within a registered index-linked annuity, tied directly to BlackRock’s IBIT ETF.
