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From the Field: Expert Insights RSS Get our newsletter
February 4, 2026

Indexing the industry for IULs and annuities

Clients are terrified of doing everything “right” and still running out of money.

February 4, 2026

AI in life and health: Poised for a 2026 breakthrough?

With compelling use cases emerging across the life and health sector, the age of artificial intelligence is here.

February 3, 2026
Image shows a photo of Greg Lindberg
A North Carolina judge ruled that Greg Lindberg owes policyholders $526 million.

Judge orders Greg Lindberg to pay $526 million to policyholders

A North Carolina judge ordered Greg Lindberg to pay $526 million to long-suffering policyholders.

February 3, 2026
Image shows the letters, "PHL" and the word, "Liquidation."
Large policyholders are not happy with the PHL Variable Insurance Co. liquidation attempt.

Another large policyholder asks court to intervene on PHL liquidation

Another large policyholder is asking a Connecticut judge to permit an emergency intervention in the pre-liquidation proceedings for PHL Variable.

February 3, 2026
Illustration showing the words "Medicare Advantage Quality".

Medicare Advantage shifts focus to quality

Medicare Advantage plans face pressure to be profitable, so carriers are shifting their focus to quality.

February 3, 2026
Illustration showing advisor explaining deductibles to a client. How-to-discuss-higher-deductibles-without-losing-client-trust.

How to discuss higher deductibles without losing client trust

Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.

February 2, 2026
Image shows the Cutter Financial Group logo
Cutter Financial Group was fined $100,000 by a federal judge.

Court fines Cutter Financial $100,000, requires client notice of guilty verdict

A Massachusetts judge fined Jeffrey Cutter $50,000 and Cutter Financial Group $100,000 today for an Advisors Act violation involving the sale of fixed indexed annuities.

February 2, 2026
John Hancock logo seen on one of the insurer's buidlings. John-Hancock-looks-to-new-AI-underwriting-tool-to-slashes-processing-time.

John Hancock looks to new AI underwriting tool to slash processing time

John Hancock’s new Gen-AI powered underwriting tool may cut down preliminary processing times from one day to just 15 minutes.

February 2, 2026

Three things winning firms are doing to recruit advisors

The competition for experienced advisors is brutal.

February 2, 2026
Illustration showing health and medical symbols amid a storm. Health-care-outlook--Volatility-and-potential-coverage-gaps

Health care outlook: Volatility and potential coverage gaps

The outlook for health care in 2026 will be shaped by the events of 2025, with an environment of volatility and fissures in coverage that will ripple through all sectors of the health care system.

February 1, 2026

2026: The industry responds to an aging population

Life insurance sales are expected to level off, while interest in annuities will be greater than ever.

February 1, 2026

Knighthead’s big move — With Ed Massaro

CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.

February 1, 2026

Building momentum — with Lonniece McDonald

Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.

February 1, 2026

Start 2026 workplace benefits education now

Poor understanding of benefits presents several challenges to employers.

February 1, 2026

Growing together: The power of professional study groups

Building a small village of like-minded professionals takes time.

February 1, 2026

Take advantage of the exploding $800B IRA rollover market

Position yourself as a rollover expert and get in front of the “money in motion.”

February 1, 2026

The intelligence revolution: Insurance in the fourth industrial era

Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.

February 1, 2026

Looking for retirement flexibility? Annuities are the answer

Different annuity types have different features, but they all share the same basic purpose.

February 1, 2026

Education is the equalizer between surviving and thriving

Financial literacy introduces the language of money. Financial education teaches people how to use it.

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