The CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.
For decades, the 4% rule has served as a widely accepted guideline for retirees seeking to ensure their savings last throughout retirement.
The special master assigned to untangle Greg Lindberg’s finances and arrive at a restitution number is expected to complete his work by mid-May.
Premium financing can make insurance more accessible and affordable, while also boosting agency revenue.
Tesla owners may face increasing auto insurance premiums due to rising reports of vandalism directed at Tesla CEO Elon Musk.
Two professional associations representing health agents and brokers came out against the Medicare Payment Advisory Commission’s view of those who enroll consumers in coverage.
LIMRA’s AI Governance Group launches tools and resources to help life insurance companies effectively adopt AI.
Advisors should lean into conversations with clients and prospects about a range of retirement planning scenarios.
Offshore reinsurance gives life insurers more options to invest their capital, with access to increased scale and new business volumes. But is it financially sound?
Insurance and financial plans go hand in hand.
The Life Insurance Consumer Advocacy Center (LICAC) has filed a lawsuit against the California Department of Insurance (CDI) for violations…
Most legal and insurance industry experts aren’t expecting federal AI guidelines anytime soon under the Trump administration.
RMD rules are more than just guidelines, according to EBRI research released last week, but are clearly a defacto default strategy.
Short and to the point, these one-liners can be used in various scenarios to get prospects to learn more about how you can help them.
EBRI’s studies show that 94% of companies say they have a responsibility to make sure employees are financially secure. Are they delivering?
Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in partnering with a financial advisor?
Insurance executives are optimistic about the major trends influencing their industry, but remain aware of critical risks to their organization.
A group of 29 plaintiffs claim that Penn Mutual Life Insurance Co. and several co-defendants ran a tax-avoidance scam around whole life insurance policies.
New York accuses Allstate Insurance and its affiliates of failure to build proper data security protection against serious data breaches.
