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April 1, 2025

How partnering with a CPA firm boosted my life insurance practice

Matching the right advisor to the right accounting firm can be challenging, but worth it.

March 31, 2025
Financial advisor looking at a large variety of financial information. Essential-insights-a-financial-advisor-needs-to-grow-their-practice.

Essential insights a financial advisor needs to grow their practice

With more than half of financial advisors finding acquisition of new clients a challenge, what do they need to know to grow their practice?

March 31, 2025
Medicare Advantage

Medicare Advantage marketing driving up costs; fiduciary role recommended

Medicare Advantage plans increasingly rely on middlemen for marketing, a move that is hiking costs and making it more difficult for government to oversee and regulate the health plans that millions of older Americans rely on. That was among the findings of a report released last week by Sen. Ron Wyden, D-Ore., the ranking member of the Senate Finance Committee.

March 31, 2025
Image shows legal scales
State insurance regulators conceded that artificial intelligence regulation needs to proceed faster.

State insurance regulator on pace of AI rules: ‘We must go faster’

Artificial intelligence is developing fast, maybe too fast for state insurance regulators. But some say they have to move faster.

March 29, 2025
Image of wildfires blazing across an expanse of countryside. As-number-of-wildfires-explode,-expert-says-mitigation-is-possible

As number of wildfires explode, expert says mitigation is possible

The growth of destructive wildfires is a sign that their frequency and intensity has become the “new normal.”

March 29, 2025
Image of the Ansel Health logo. Supplemental-health-startup-breaks-new-ground-with-wide-coverage,-quick-cash-payouts.

Supplemental health startup breaks new ground with wide coverage, quick cash payouts

Startup Ansel Health has carved a niche in the supplemental health insurance space in its effort to provide a better way.

March 28, 2025
Image of buildings in a financial district with the words "Goldman Sachs" overlaying the image. Goldman-Sachs-survey-identifies-top-threats-to-insurer-investments.

Goldman Sachs survey identifies top threats to insurer investments

While inflation once again topped the list of concerns among insurers, a Goldman Sachs survey found other top concerns.

March 27, 2025
Image showing many U.S. political leaders from both major parties. Political-turmoil-outstrips-inflation-as-Americans-top-financial-worry.

Political turmoil outstrips inflation as Americans’ top financial worry

While more than 4 in 10 Americans named inflation as a major financial concern, the U.S. political environment was their top economic worry.

March 27, 2025

Integrity Marketing Group acquiring The Quantum Group

Integrity Marketing Group is acquiring The Quantum Group, an independent distribution company based in Scottsdale, Ariz.

March 27, 2025
Photo illustration of a 55-year-old with price tags showing question marks around his neck. What-the-average-55-year-old-prospect-is-worth-to-an-advisor.

What is the average 55-year-old prospect worth to an advisor?

A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?

March 26, 2025
Image shows the Sentinel Security logo
Utah Insurance Commissioner Jonathan Pike is asking a court to place Sentinel Security and a pair of reinsurers into rehabilitation.

Utah regulators ask court to place Sentinel Security Life into rehab

Utah Insurance Commissioner Jonathan Pike is asking a judge to order rehabilitation for Sentinel Security Life Insurance Co. and a pair of reinsurers.

March 26, 2025
Image shows the American National logo
American National Life Insurance Co. will stop writing new life insurance policies in order to focus on other products.

American National to exit the life insurance business

American National Insurance Co. will stop writing new life insurance policies in order to focus on other products.

March 26, 2025
Image shows a paper bill and the letters RBC
Should life insurance companies be permitted to publicize their RBC ratio?

State regulators want insurers to downplay key financial strength figure

State insurance regulators resumed discussions Tuesday on a proposal to make a key measure of insurance companies’ financial health confidential.

March 25, 2025
Image of an investor looking very emotional. Market-volatility-driven-by-fear-emotion.

Market volatility driven by fear, emotion

Tariffs and fear over uncertainty are driving market volatility, a panel of experts said.

March 25, 2025
2024-individual-life-insurance-premium-sets--sales-record

LIMRA: 2024 life insurance premium sets $15.9B sales record

Annualized individual life insurance in 2024 set a sales record for the 4th consecutive year, according to LIMRA’s survey results.

March 25, 2025

How to address ‘it’s too expensive’ without discounting your value

“It’s too expensive” is an objection that often has nothing to do with money.

March 25, 2025
The word "Reinsurance" against a background of charts and graphs showing economic activity. Critics-multiply-as-state-regulators-attempt-to-rein-in-offshore-reinsurance.

Critics multiply as state regulators attempt to rein in offshore reinsurance

Regulators are trying to get a handle on offshore reinsurance once investment firms took an ownership stake and deals boomed.

March 24, 2025
Image shows Gary Brecka and Grant Cardone.
A fractured business relationship led to dueling lawsuits between Grant Cardone, right, and Gary Brecka.

Grant Cardone, Gary Brecka seek mediation in business breakup lawsuit

High-profile social media stars and former business partners Grant Cardone and Gary Brecka agreed to mediation to address a federal lawsuit filed by Cardone Ventures.

March 24, 2025
Photo illustration of an AI expert preparing to lecture on what explainable AI is as he seemingly holds an electronic orb in his hands. What-is-explainable-AI-and-why-insurers-must-address-it-now.

What is ‘explainable AI,’ and why must insurers address it now?

American insurers are being urged not to drag their feet on ensuring their use of AI is “explainable” to regulators and consumers.

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