Medicaid asset protection planning: Crisis planning vs. preplanning
Eligibility rules can devastate families financially if proper planning is not in place.
What high-performing advisors are doing differently in 2025
Top advisors are maximizing their use of technology and helping clients anticipate risk.
Buy-sell agreements and life insurance
Life insurance can secure business transitions and build future confidence.
The reshaping of the Medicare Advantage market
The landscape for selling health care to seniors, particularly Medicare Advantage plans, is experiencing substantial changes, forcing financial advisors and insurance agents to reconsider their strategies and approach during Medicare’s annual enrollment period.
Ex-FBI agent warns insurers: Beware ‘Scattered Spider’ cyber attacks
A major international cybercrime organization known as Scattered Spider is setting its sights squarely on the insurance industry.
Actuaries seek better data on troubling age 80+ mortality trend
Regulators and actuaries are considering a data change to better account for a puzzling mortality degradation in individuals ages 80 and older.
The case for bitcoin in Main Street investment portfolios
Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.
Supreme Court preserves key part of the ACA
The Supreme Court ruled Friday that an Affordable Care Act provision requiring insurers to cover certain preventive care is constitutional.
The retirement shuffle: How the industry can adapt
Market volatility, recession fears, tariff uncertainties and other macroeconomic factors are driving many investors to rethink their long-term retirement and financial plans.
Legacy mindset holding insurers back on implementing AI, expert says
An industry expert says while some insurers have implemented individual use-cases for AI, many still struggle to see a bigger-picture view.
Corebridge inks $2.8B variable annuity transaction with Venerable
Corebridge Financial has a deal with CS Life Re, a subsidiary of Venerable Holdings, to reinsure all the variable annuities of its Individual Retirement business, with account value totaling $51 billion.
Parliamentarian rejects Medicaid provisions in ‘big beautiful bill’
Senate Parliamentarian Elizabeth MacDonough struck out against the major Medicaid provisions in the “big beautiful bill,” warning senators that bill’s passage may be at risk.
Supreme Court allows Medicaid cuts to Planned Parenthood
The court ruled in favor of South Carolina over its effort to defund Planned Parenthood, concluding that individual Medicaid patients cannot sue to enforce their right to pick a medical provider.
Health plan regulatory changes happening ‘fast and furious’
Legislative and regulatory changes affecting health plans are happening fast and furious as a new administration reaches its six-month mark.
Iowa business groups file lawsuit to stop state PBM law
A coalition of Iowa business interests are suing the state to stop a law restricting pharmacy benefit managers (PBMs).
12 steps to successful long-term care planning
The missing link in long-term care planning isn’t only about products or strategies, it’s about people’s mindsets.
Health insurers tell HHS, CMS they’ll fix prior authorization system
Health insurers pledged to streamline and improve the prior authorization processes for Medicare Advantage, Medicaid, Affordable Care Act marketplace and commercial plans covering nearly eight out of 10 Americans.
Advisors At Risk: What new study reveals about the succession planning crisis
While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.
Industry groups eye New Jersey independent contractor rule warily
New Jersey Department of Labor and Workforce Development officials are reviving the “ABC Test” for independent contractor status.
