A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…
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.
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.
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.
The pace of M&A activity slowed slightly in the first quarter of 2026 versus 2025, but the downward trend appears…
Foresters Financial today announced a significant expansion of its accelerated underwriting (AUW) program in the U.S., effective April 26. The…
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.
AI is coming to Medicare claims
Artificial intelligence can process a prior authorization request in mere seconds, cross-referencing thousands of variables without fatigue.
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.
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.
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.
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 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.
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.
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.
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.
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.
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…
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.
