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September 3, 2026
Image shows the numbers "403(b)."
According to IRI, more than 10 million Americans participate in 403(b) plans. (AI-generated image)

IRI urges Senate action on 403(b) parity legislation

The Insured Retirement Institute is urging Senate leaders to move forward with legislation that would expand investment options for people saving in 403(b) retirement plans.

DLA Piper adds former NAIC CEO Gary Anderson to its Insurance practice

September 3, 2026

DLA Piper has added Gary Anderson as a Partner in its Insurance practice in Boston, where he advises insurers, reinsurers,…

September 3, 2026
Image shows a cartoon large man making a fist.
NAIC regulators were urged this week to get tougher on annuity illustration rules. (AI-generated image)

NAIC working group pressed to accelerate annuity illustration overhaul

The working group is weighing revisions addressing how insurers present non-guaranteed crediting rates and other issues.

September 2, 2026
Image shows an outdoor scene with a family under a dome.
For retirees and pre-retirees, estate planning is about much more than simply deciding who gets what. (AI-generated image)

Three estate planning ideas to protect your clients and their wealth

A basic estate plan can easily cost thousands of dollars, yet many families never take the next step to address the unique circumstances surrounding their wealth and family.

Wisconsin releases enforcement actions for August

September 2, 2026

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for August. The actions are…

September 2, 2026
Millions of employees rely on supplemental insurance for financial protection, yet many never file claims. Insurers think they may have found a solution. (AI generated image)

Can insurers finally eliminate the supplemental claims headache?

The supplemental claims process remains a challenge for many employees. Insurers are testing ways to help workers access missed benefits.

September 1, 2026
Image shows the Wink, Inc. logo
Annuity sales were flat during the second quarter. (AI-generated image)

Wink: Annuity sales post strong Q2, led by MYGAs and structured products

Annuity sales seem to be settling at a level the industry can sustain, with second-quarter sales again topping $100 billion.

September 1, 2026
Image shows the CareFirst logo
CareFirst is suing a pair of Maryland brokers in a dispute over enrollment. (AI-generated image)

CareFirst should have seen alleged fraud 3 years earlier, defendants say

CareFirst alleges that defendants enrolled hundreds of ineligible individuals in health insurance plans reserved for Maryland residents.

September 1, 2026
AI displayed as apart of the insurance process
AI is reshaping the insurance buying journey, shifting agents' roles from information providers to trusted advisors. (AI-generated image)

AI isn’t replacing agents, but it’s changing their value

More insurance shoppers are turning to AI. The trend could reshape the role of agents, but not in the way many expect.

September 1, 2026

How AI Is Changing Life Insurance

As insurers invest in automation and generative AI, routine administrative work is expected to decline. Experts say human judgment, compliance expertise and customer relationships will remain essential to the industry’s future.

September 1, 2026

Indexed Universal Life: Tax-Free Promise or Costly Illusion?

Marketed to high earners as a powerful, tax-free vehicle for building retirement wealth, indexed universal life insurance now faces intense scrutiny over hidden fees and complex structures.

September 1, 2026

The triumph of daily victories — With John Nichols

John Nichols knows that no one achieves success alone; it takes mentorship to survive and thrive in a business that’s tough to break into.

September 1, 2026
Patrick Crayton celebrates after scoring a touchdown against the New York Giants in a December 2008 game in Irving, Texas. • Louis Lopez/Cal Sport Media/Newscom

Patrick Crayton’s New Insurance Playbook

After an eight-year NFL career, Patrick Crayton is tackling the entrepreneurial world by launching his own Farmers Insurance agency from the ground up in Carrollton, Texas.

September 1, 2026

The power of independence in the high net worth market

Being independent enhances the producer’s ability to respond quickly to client needs and emerging market trends.

September 1, 2026

Turning awareness into action during Life Insurance Awareness Month

The industry must combine innovative technology with trusted professional guidance and a renewed commitment to consumer education.

September 1, 2026

Life insurance is for real life

Technology can’t replace a personal connection with someone you trust.

September 1, 2026

Why traditional websites are failing insurance agents

Artificial intelligence is replacing traditional search engines as the main tool for consumers to find a provider’s website.

September 1, 2026

The national debt: A retirement planning issue

Advisors can help clients build resilient plans that can withstand changing economic and policy conditions.

September 1, 2026

It’s September. You know what that means.

September is the month when everything ramps up after the lazy days of summer. Vacation time is over. School is in full swing. People get serious about their work after three months of saying, “Let’s circle back after Labor Day.”

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