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June 20, 2025
Sign saying "crisis ahead" with Social Security and Medicare logos.

Social Security, Medicare heading for 2033 crisis, trustees report

Social Security and Medicare’s primary trust funds are projected to become insolvent by 2033 unless Congress acts promptly.

June 20, 2025
Illustration showing symbols for wealth and for bitcoin. Could-a-bitcoin-based-indexed-annuity-be-in-the-future

Could a bitcoin-based indexed annuity be in the future?

An insurtech holding company is seeking a fronting carrier and regulatory approval for a bitcoin-based indexed annuity.

June 19, 2025
Illustration of a car with an insurance checklist beside it as a young woman scrolls through auto insurance competitors on her phone. Despite-auto-insurers-return-to-the-black-some-customers-unhappy.

Despite auto insurers’ return to the black, some customers unhappy

America’s auto insurers have finally shifted out of the red—but are now trying to avoid losing their most valuable customers.

June 19, 2025
Image shows the State Farm logo
State Farm recently won approval for an emergency 17% rate hike in California.

‘Tough decisions’ on the way as California grapples with insurance crisis

Nearly six months after a series of devastating wildfires, California’s property insurance crisis is far from stabilized.

June 19, 2025
Group of robots are working in a large room with 3d interfaces. CFP Board convenes AI Working Group.

CFP Board convenes AI Working Group

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

June 18, 2025
House of cards falling with the words "$50 Million" overlaying the image. N.Y. man charged in 'Eight Percent Fund' $50M ponzi scheme.

N.Y. man charged in ‘Eight Percent Fund’ $50M ponzi scheme

N.Y. man charged by authorities with one of the largest and longest-running Ponzi schemes in state history.

June 18, 2025
Image of an agent with empty pockets with the United Health Care logo and the words "Medicare Advantage Commission." Agent groups condemn United Healthcare eliminating commissions.

Agent groups condemn United Healthcare eliminating commissions

Professional associations representing the agent community have come out against United Healthcare’s recent decision to eliminate agent commissions across more than 100 Medicare Advantage plans in more 20 states.

June 18, 2025
A glass overflowing with juice with two fruits labeled "annuity" nearby. Annuities 'can add a little juice to the retirement portfolio.

Annuities ‘can add a little juice to the retirement portfolio’

Retirement is not a one-time event; it is a dynamic phase of life that requires a vision of what the post-employment years will look like for each individual and how that vision will be funded.

June 17, 2025

How HR 1 supports Main Street Americans

Here’s how this legislation helps in four key areas: families, employers, health care and retirees.

June 17, 2025

Annuity sales top $100B for the 6th straight quarter, LIMRA reports

U.S. annuity sales exceeded $106 billion in the first quarter, with more than half of the top 20 carriers reporting sales growth, LIMRA reported.

June 17, 2025

Birth rate rise among 40-somethings spikes interest in benefits

The increase in births to women in their prime wage-earning years coincides with a spike in interest in disability and paid leave benefits among women in that age group.

June 17, 2025
Image of a long-term care patient and medical provider. LTC market will face 'greater strain.' Are solutions already at hand?.

LTC market will face ‘greater strain.’ Are solutions already at hand?

The long-term care issue is receiving plenty of attention — both from the explosive growth of LTC riders attached to life insurance, as well as several state and federal proposals.

June 16, 2025
Image of babies sitting next to a large bank now with a picture of President Trump and the denomination of$1,000. Trump-Administration-To-Give-1000-Boost-to-All-Newborn-Babies.

Trump bill includes $1K investment account for newborns

A nearly overlooked feature in President Trump’s “One Big Beautiful Bill” would provide a $1,000 investment account for American babies.

June 16, 2025
Image says, "Annuity King Civil Suit"
Phillip Roy Wasserman claims agents had biases when they investigated his annuity business.

‘Annuity King’ gets trial date for lawsuit against feds, Florida regulators

Phillip Roy Wasserman is expected to get another day in court to make his case that state and federal agents broke the law during investigations that led to his fraud conviction.

June 16, 2025

Empowering Medicare Advantage enrollees with hospital indemnity plans

A hospital indemnity plan sometimes gets lost in the noise of all the options you’re encouraged to offer to clients.

June 13, 2025
Image shows a man and a pile of money
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

Why your clients should be planning for healthcare costs in retirement

Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

June 13, 2025
Cruise ship and two passengers asking "Ready? Why-emotional-readiness-is-key-to-retirement.

Why emotional readiness is one key to retirement

Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.

June 13, 2025

On-demand pay: A benefit that helps drive employee retention

The challenge to make ends meet is taking its toll on the workforce.

NY insurance agent accused of running a $50 million Ponzi scheme

June 12, 2025

New York Attorney General Letitia James announced the arrest of Miles Burton Marshall, a Madison County tax preparer and insurance…

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