Regulators critical of Medicare snags and no-show CMS
Insurance regulators have many complaints for CMS officials about how Medicare programs are functioning in their states.
As Social Security hits 90th anniversary, is ‘back-door’ privatization looming?
August marks the 90th anniversary of Social Security; its defenders raise new warnings of privatization in the Trump era.
A checklist for success in Medicare AEP
After you’ve crossed each of these tasks off your AEP prep checklist, you’ll have everything in place to make the most of this year’s annual enrollment period.
Don’t let long-term care costs derail retirement
No one wants to think about the care they might require in the no-go years of retirement, yet most of us will likely require some sort of care in our elder years.
Winning With AI: Strategies from the insurance industry’s top performers
Experts share key insights on what the top five industry leaders in AI rollouts did to deploy the technology most successfully.
Why everyone benefits from a retirement planning class
Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.
NAIC gets pushback on fast-track effort to add ‘rigor’ to 33-year-old RBC standard
State insurance regulators are moving with alacrity on a controversial plan to overhaul the risk-based capital (RBC) framework by the end of 2025.
Inside the daily discipline of annuity leaders
Charisma might get someone through a first meeting, but it won’t carry a career.
DOL seeks another delay to decide on fiduciary rule future
The Department of Labor remains undecided about what to do with the Biden-era Retirement Security Rule, its latest attempt to expand fiduciary duty.
Is the life insurance industry evolving fast enough to meet consumer expectations?
The life insurance and annuity industry has been in a race to catch up with other industries in the adoption and use of digital tools and artificial intelligence.
Cooling off period urged before regulators tackle proposal to hide RBC
A proposal to make a key measure of insurance companies’ financial health confidential is teed up for regulators to tackle in October.
NAIC regulators: Signs of ‘progress’ getting life insurers to cut spreads
State insurance regulators report “progress” getting life insurers to pull back on overly optimistic investment growth projections.
Why many facing retirement no longer believe in retiring at 65
Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.
Athene Q2 annuity sales remain strong despite 19% drop
Athene retooled its annuity sales strategy during a second quarter that saw several changes in the company, including its leadership structure.
‘Off the rack’ model portfolios hit record $7.7 trillion as advisors embrace efficiency and scale
Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.
NAIC takes another swing at stricter rules on life insurance illustrations
State insurance regulators are again nibbling around the edges of an actuarial guideline designed to limit unrealistic life illustrations.
New AI tool helps insurers navigate complex policies
A Chicago-based startup has launched an AI tool to help insurance professionals navigate increasingly complex claims and policies.
With ‘the great wealth transfer’ underway, tools include life insurance, gifting strategies
The great wealth transfer is reshaping the financial landscape as trillions of dollars will change hands over the next 23 years.
Congress could consider PBM reform, gig worker benefits
Congress is on recess after passing the “big beautiful bill” in early July, but a few health and retirement related issues are expected to come before lawmakers when they get back to work in September.
