Retirement plans could be hit by expiring tax cuts, survey finds
CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.
How failure to modernize could be holding insurance companies back
Failure to modernize back-office operations and embrace new technology that enables efficiency could be holding some insurance companies back.
5 key drivers shaping brokers’ strategies in 2025
As client expectations soar and global challenges intensify, brokers must adapt to effectively protect and guide their clients.
Jury delivers split decision in Jeffrey Cutter annuity sales trial
A Massachusetts jury delivered a split verdict Wednesday against an advisor accused of making improper annuity sales.
IUL: Offering stability amid trade tariff uncertainty
Protection is the new performance in today’s volatile market environment, and that is why so many consumers are turning to indexed universal life.
After slow period, insurance brokerage M&A’s come roaring back
After a rocky stretch and a bit of pandemic-era belt-tightening, the insurance brokerage world came roaring back to life in 2024.
The risk connection: Why ESG matters for insurers
ESG is concerned with business fundamentals: identifying and managing risk.
MIB Group introduces first e-signature platform specifically for life insurance
The first e-signature and workflow support platform specifically designed for life insurance should bring speed and simplicity to the industry, MIB Group said.
Inflation anxiety: Bridging the gap between a client’s fears and their financial plan
With 63% of Americans viewing inflation as a major issue, according to Pew Research Center, clients are understandably anxious.
TIAA, MIT Age Lab ask if investors are happy with financial advice
A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.
Grant Cardone, Gary Brecka, settle dueling state lawsuits
According to new documents filed Tuesday, Grant Cardone and Gary Brecka settled dueling Florida state lawsuits over their bitter business breakup.
The top 3 insurance products every new business needs
Starting a new business is an exciting adventure but it comes with inherent risks.
‘Really huge’ opportunity for life insurance sales if riddle can be solved
The problems facing life insurance sellers are not new: Americans know they need life insurance, but they’re just not buying it.
Flood risk rises as coverage declines in KY, TN & WV
Millions of residents in Kentucky, West Virginia, and Tennessee face growing flood risk while their insurance participation is plummeting.
Despite Medicaid pressures, Elevance reports strong Q1 earnings
Elevance Health Inc. reported strong first quarter 2025 earnings Tuesday with operating revenue rising 15.4% year-over-year to $48.8 billion.
New Jersey becomes 50th state to adopt annuity best-interest rules
New Jersey became the 50th state Monday to adopt a best-interest annuity sales standard, a victory for advocates of state primacy over insurance.
Why financial consciousness is the key to long-term clarity
Financial consciousness is a shift from reactive behavior to proactive ownership.
Cardone, Brecka settle federal lawsuit over breakup; state lawsuits remain
High-profile social media stars and former business partners Grant Cardone and Gary Brecka have “amicably settled” a federal lawsuit filed by Cardone Ventures.
NAIFA eyes tax reform, retirement issues in 2025
Key provisions from the Tax Cuts and Jobs Act of 2017 are set to expire Dec. 31, and the National Association of Insurance and Financial Advisors is making renewal of those provisions one of its top legislative priorities this year.
