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NY insurance agent and Ponzi schemer faces 4-12 years in prison

April 29, 2026

A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…

April 29, 2026
Image shows five young people standing around
Younger investors are drawn to annuities and the potential for accumulation.

A new opportunity for advisors: Younger indexed annuity buyers

Nationwide’s latest Advisor Authority study found that a majority of millennials and Gen Xers are likely to put part of their portfolio in an annuity.

April 29, 2026

Are you truly independent? 5 questions to ask

It may be difficult to put a price on your independence, but you should at least know some of the costs.

April 28, 2026

Slim chances of major health care legislation passing this year

Health care affordability is a top priority for Washington lawmakers, but election-year politics, the Senate filibuster and a slim Republican majority cloud the outlook for passage of any major health care legislation this year.

Insurance agency mergers and acquisitions dip in first quarter

April 28, 2026

The pace of M&A activity slowed slightly in the first quarter of 2026 versus 2025, but the downward trend appears…

Foresters Financial revamps accelerated underwriting, raises limits to $2M

April 28, 2026

Foresters Financial today announced a significant expansion of its accelerated underwriting (AUW) program in the U.S., effective April 26. The…

April 28, 2026
Image shows Greg Lindberg and a calendar.
The Greg Lindberg legal saga could end next month.

North Carolina court finally sets sentencing date for Greg Lindberg

Billionaire financier Greg Lindberg is scheduled for sentencing next month, potentially marking the end of a ten-year legal drama that dismantled his insurance empire.

April 28, 2026

AI is coming to Medicare claims

Artificial intelligence can process a prior authorization request in mere seconds, cross-referencing thousands of variables without fatigue.

April 28, 2026

Creators are the new underwriters of trust

As faith in institutions wanes, auto insurers can rebuild credibility and attract younger customers by shifting from brand-led advertising to creator-driven storytelling on platforms they own.

April 28, 2026

The gap between policy awareness and investor conversations

A concerning gap exists between widespread investor awareness of policy issues and meaningful planning conversations that address these risks, a recent survey revealed.

FACC and DOL enter stipulation to dismiss 2020 guidance lawsuit

April 27, 2026

The Federation of Americans for Consumer Choice has dropped its lawsuit against the Department of Labor after the agency withdrew guidance at the center of the dispute.

April 27, 2026
Image shows a pile of money with a sunset in the background.
An Iowa widow claims that life insurers sold her indexed universal life policies in a risky premium financing plan.

Iowa widow claims premium-financed IUL plan jeopardized family farm

An Iowa widow has filed suit against two life insurers, alleging a complex estate-planning strategy using IUL left her family’s debt-free farmland at risk.

Zinnia’s Zahara policy admin system adds FIA chassis to product library

April 27, 2026

Zinnia today announced the addition of a pre-configured fixed indexed annuity chassis with support for guaranteed lifetime withdrawal benefits, further accelerating carriers’ speed to market.

April 27, 2026

Redefining life insurance for a new era of trust and protection

Life insurance has existed in the U.S. for generations, but the dynamics around purchasing it are changing.

April 27, 2026

Younger investors turn to ‘finfluencers’

Young investors may seek out finfluencers because they feel more connected with them in terms of their background, age or life situation.

April 24, 2026
Image shows a couple in a split screen
Modern retirement income software allows advisors to integrate a wide range of financial variables into a single model.

Using digital retirement modeling to strengthen client understanding

The complexity of retirement planning creates uncertainty for many. They may have significant savings but struggle to visualize what those assets actually mean for their future.

April 24, 2026
Image shows several check marks and the letters, NAIC.
State insurance regulators are working on plans to implement new guidance on artificial intelligence.

NAIC regulators debate the scope of AI guardrails

State insurance regulators are at the implementation phase of guidance on artificial intelligence, following broader adoption of a model bulletin.

April 23, 2026
Image shows people reaching for a pile of coins.
Nearly 100 million Americans report being either uninsured or underinsured.

Life insurance premium surges, but coverage is still falling short for many

Despite individual life insurance new annualized premium surging 10% in 2025, the fourth record-setting year in the past five, just…

April 23, 2026

LTD claims: What advisors and clients must know

Disability insurers evaluate risk at two critical points: before issuing a policy and after a claim is filed.

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