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September 23, 2025
Image shows the Harvard website
A Harvard Business School alum is accused of targeting former classmates in a Ponzi scheme.

Indictment: Harvard grad preys on biz school alums for Ponzi scheme

A Harvard graduate who told investors he could time Warren Buffett’s investments to return huge profits was actually running a Ponzi scheme, authorities said.

September 23, 2025
Flow reinsurance is a popular tool in life insurance and annuities (AI-generated image)

Flow reinsurance: A popular tool in the life/annuity reinsurance market

Flow reinsurance deals take different forms.

September 22, 2025
Illustration indicating icons representing the process to enroll in a federal health insurance plan is the initials "CCIIO" overlapping the image. CCIIO-rescinds-policy-that-agents-said-hindered-health-enrollments.

Federal policy that agents said hindered ACA health enrollments is rescinded

After an outcry from health insurance agents and the associations that represent them, a new federal policy that they said hinders agents from enrolling people in coverage on the federal health insurance marketplace has been rescinded.

September 22, 2025
Image showing Mickey Mouse with a judge's gavel and a copyright symbol. Copyright-lawsuits-highlight-potential-risks-for-agents-using-AI-tools-in-marketing.

Copyright lawsuits highlight potential risks for agents using AI tools in marketing

Experts warn that the same artificial intelligence tools fueling efficiency may also carry significant copyright risks.

September 22, 2025
Image shows a father and son going over finances
It can take time to build trust with Gen Z clients.

Tips for translating finance for the Gen Z client

No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals.

September 22, 2025
Authorization form with the NCOIL logo overlapping. Prior-authorization-must-be-transparent-and-uniform-NCOIL-says.

Prior authorization subject of NCOIL model act

The purpose of the act is to protect the health care professional-patient relationship from unreasonable third-party interference.

September 22, 2025
Image shows snippets of headlines the the words, "Mortality Data."
The widespread adoption of GLP-1 weight-loss drugs could reduce mortality rates in the coming decades, according to new Swiss Re research. (AI-generated image)

Swiss Re study: GLP-1 drugs could cut U.S. mortality a staggering 6.4% by 2045

The continued use of GLP-1 weight loss drugs could cut mortality rates by up to 6.4% by 2045, according to new research spearheaded by Swiss Re.

September 22, 2025

IUL: Are you ready for what’s next?

IUL can offer a middle ground, with flexible premiums and tax-advantaged growth.

September 19, 2025
Image shows the UnitedHealth logo and money
A former Optum employee participated in a years-long scam involving phony invoices.

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.

September 19, 2025

Medicaid/Medicare cuts: Are insurance CIOs ready?

The “One Big Beautiful Bill” presents a fundamental challenge to chief information officers.

September 18, 2025
Image shows the PacLife logo and the Washington state flag
PacLife is settling a Washington state lawsuit over its IUL policy performance. (AI-generated image)

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.

September 18, 2025
Image shows the National Life Group logo
A Vermont judge dismissed two National Life companies from an IUL lawsuit. (AI-generated image)

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%.

September 18, 2025

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.

September 18, 2025
Image of a piggy bank with medical devices around it and the word "HSA." 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. (AI-generated image)

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.

September 18, 2025
Image shows a courtroom ecene and the letters IUL
A newly branded law firm plans to devote its energies to indexed universal life litigation.

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.

September 18, 2025

Life insurance can benefit you while you’re alive

Life insurance is typically viewed as just a payout when you die.

September 17, 2025
Image of stacks of coins with a large percent symbol, and a photo of Fed Chairman Jerome Powell. Fed-cuts-interest-rates-a-quarter-point-signals-more-to-come.
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target. (AI-generated image)

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.

September 17, 2025
Image of a golden egg labeled "Annuity" in a nest.
Annuities are booming — what could fuel the next wave?

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?

September 17, 2025

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.

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