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July 23, 2025
Image shows a picture of Greg Lindberg and model people
Victims of Greg Lindberg's widespread fraud are getting some funds returned after a judge's order this week.

Judge approves distribution of $318M to Greg Lindberg victims

A North Carolina judge approved the distribution Tuesday of $318 million to various victims of Greg Lindberg’s financial fraud.

July 23, 2025

Private assets, alternatives gain ground in the L/A sector

Life and annuity insurers continue to pursue an expanded universe of investment options to generate additional portfolio income.

July 23, 2025
Image shows a couple looking at a paper with the words, "Partial Benefits" above
Not all PHL Variable policyholders will receive full benefits, regulators say.

PHL rehabilitator: some policyholders ‘unlikely’ to ever get full benefits

Some PHL Variable policyholders are “unlikely” to ever receive their full benefits, Connecticut Insurance Commissioner Andrew Mais said.

July 22, 2025

What’s behind ACA premium increases for 2026?

The American Academy of Actuaries delved into the factors influencing double-digit proposed premium hikes for next year.

July 22, 2025
Image shows a gavel and an Iowa flag
An Iowa judge partially struck down the state's PBM law.

Iowa judge grants partial injunction blocking parts of state’s PBM law

An Iowa judge partially and temporarily blocked the state’s controversial law regulating pharmacy benefit managers.

July 22, 2025

The strategic TPA: From cost center to growth engine

As insurers face new growth pressures and rising consumer expectations, the role of the TPA is evolving.

July 22, 2025
Image shows a giant red cross
A Connecticut judge denied intervenor status for a PHL Variable policyholder.

$18M policy owner denied ‘seat at the table’ in PHL Variable rehab effort

A high-dollar policyholder has no right to “full-party” status in the PHL Variable rehabilitation proceedings, a Connecticut judge ruled Friday.

July 21, 2025

No one is too young (or too broke) for an estate plan

Why financial advisors should start this conversation sooner than later.

July 21, 2025
Image shows Matthew Motil and his logo.
A popular former podcaster was sentenced to 70 months in federal prison for orchestrating a real estate Ponzi scheme.

‘Cash Flow King’ gets 70 months in prison for $7M Ponzi scheme

Matthew Motil, the so-called “Cash Flow King,” was sentenced to 70 months in federal prison for running a $7M Ponzi scheme.

July 21, 2025
Image shows the NAIC logo.
An NAIC task force is attempting to update RBC principles.

New NAIC task force urged to update RBC to avoid more insurer failures

An NAIC task force is tackling risk-based capital ratio in an effort to better identify “potentially weakly capitalized companies.”

July 18, 2025
Image shows the FACC logo and justice scales against the Texas state flag.
An industry trade group says it's time to move on from fiduciary rule efforts.

Trade group to appeal ‘mixed bag’ ruling on beleaguered fiduciary rule

The Federation of Americans for Consumer Choice will appeal a mixed ruling that keeps alive the Department of Labor’s fleeting attempts to reinterpret fiduciary duty.

July 18, 2025

ACA marketplace plans seeking double-digit premium increases for 2026

The 24 million Americans who obtain health insurance through the Affordable Care Act marketplace will have to dig deeper into their pockets for coverage next year.

July 18, 2025
Illustration of Ben Franklin's image from a $100 bill overlappting money transfer statistics. Implementing-best-practices-during-the-Great-Wealth-Transfer.

Implementing best practices during the Great Wealth Transfer

In the face of The Great Wealth Transfer, it is important for wealth managers to follow best practices, according to The Cerulli Report.

July 18, 2025

Harness AI for marketing success

If you’re still marketing the way you did five years ago — or even one year ago — you’re already behind.

July 17, 2025
tariffs

Tariff uncertainty and volatility mark administration’s first six months

Tariffs and the uncertainty surrounding them emerged as the biggest policy issue coming out of the first six months of the Trump administration and the new Congress, according to some industry leaders and policy experts.

July 17, 2025
Image shows the U.S. Capitol.
The SECURE Act changed the rules for many clients who inherited individual retirement accounts.

How SECURE changed the rules for inherited IRAs

Even though SECURE took effect five years ago, advisors still receive questions from clients about IRS regulations that complicated the rules for certain classes of IRA beneficiaries.

July 17, 2025
Image of young couple with the words "Long-term Care" in the background. Selling-long-term-care-insurance-to-younger-clients-and-prospects.

Tips to help advisors sell long-term care insurance to younger prospects

Some helpful tips that financial professionals can use to increase their chances of selling LTCI to their younger prospects and clients.

July 17, 2025

The future of Medicaid waivers under the ‘big beautiful bill’

These changes could increase waitlists, narrow eligibility and disproportionately affect recipients across the nation.

July 16, 2025
Image shows Joe Belth
Life insurance educator Joe Belth died Saturday at 95.

‘We lost a great one’: longtime life insurance educator Joe Belth dies at 95

Dr. Joseph Belth wrote and edited The Insurance Forum for 40 years, and authored several books on the life insurance industry.

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