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March 20, 2026

New individual life premium hits record-setting $17.5B in 2025

Total new annualized premium exceeded $17.5 billion in 2025, up 10% year over year, according to LIMRA’s individual life insurance sales survey.

March 20, 2026

Insurers optimistic about their investments in 2026

Insurers remain optimistic about their investments going into 2026, despite heightened market uncertainty.

March 20, 2026

New $6K deduction could provide tax planning window for retirees

Following the One Big Beautiful Bill Act, eligible retirees may face a lower tax bill in the coming years.

March 19, 2026
Image shows a halo over a family home
Cyber coverage helps shield clients from financial loss and disruption caused by online threats.

The cyber shield: protecting high-net-worth clients from digital risks

High-net-worth families often face elevated cyber risk because of their visibility, financial resources, and complex lifestyles.

March 19, 2026

Four advisors. Four turning points. One missing assumption

Disability income protection planning is one of the most essential components of financial planning and one of the most overlooked.

March 19, 2026
Image shows the CVS Caremark logo
CVS Caremark is being sued by a roofer's union.

Lawsuit: CVS Caremark inflated drug costs via ‘manipulation scheme’

A group of health plan customers has filed a lawsuit accusing CVS Caremark and affiliated entities of orchestrating a scheme that allegedly drove up prescription drug costs.

March 19, 2026
Image shows the words "NAIC Unaffordability Study"
NAIC regulators are wading into the health insurance affordability issue.

New NAIC group wades into the skyrocketing cost of health insurance

A new National Association of Insurance Commissioners’ working group aims to identify policy solutions to rising health care costs and insurance premiums.

March 18, 2026

High-risk assets gaining attention from many Americans

A sizable number of Americans – particularly young adults – are investing in or are considering investing in high-risk/speculative assets such as prediction markets, sports betting and cryptocurrencies.

LIMRA: Single premium pension risk transfer sales jump 132% in Q4 of 2025

March 18, 2026

New premium for single-premium products — both buy-out and buy-in contracts — surged 132% in the fourth quarter to $28 billion, according to LIMRA’s U.S. Group Annuity Risk Transfer Sales Survey.

March 18, 2026
Image shows the Department of Labor logo in front of Congress.
A federal judge vacated the DOL's latest attempt to expand fiduciary duty.

Judge KOs Labor Department’s latest fiduciary rule

A federal judge officially killed the Department of Labor’s Retirement Security Rule on Tuesday.

March 18, 2026

Where love meets preparation

The day my father gave me a gift of peace, clarity, preparation – and love.

March 18, 2026
Image shows a block award with the words, "#1 2025 Annuity Sales."
Saltzman Associates’ inaugural annuity market year in review, which looked at institutional distribution through banks and broker-dealers, found that nearly all product lines saw growth.

2025: A record-breaking year for annuity sales via banks and BDs

In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales across bank, BD and wirehouse channels.

March 17, 2026

Investors remain skeptical of AI in financial advice

Only 38% of affluent investors are comfortable with artificial intelligence, according to Cerulli Edge-U.S. Retail Investor Edition.  

March 17, 2026

Social engineering and cyber risk

Social engineering is the top driver of commercial cyber claims.

March 17, 2026

OBBBA opens the door for advanced wealth transfer strategies

The One Big Beautiful Bill Act opens the door for advisors to implement advanced wealth transfer strategies in 2026.

March 17, 2026
Image shows a damaged vehicle and the Florida state seal.
Florida’s recent tort reforms were designed to reduce lawsuit incentives.

Florida tort reform: A new era for insurance company loss ratios

Florida’s recent tort reforms were designed to reduce lawsuit incentives and the additional costs that arise when claim payouts increase because of societal and legal pressures.

March 16, 2026

Ethics and IUL: Tax-advantaged strategies for client success

IUL remains one of the most misunderstood and often misrepresented products in our industry.

March 16, 2026
Image shows the number $11.7 Billion and "2025 Life Sales"
Consumers continue to like indexed life insurance.

Indexed life sales hit big despite lawsuits, market headwinds, Wink finds

Despite several high-profile lawsuits and continued market turbulence, indexed life insurance remains the preferred product for consumers.

March 16, 2026

Are the biggest life insurance opportunities hiding during tax season?

Tax filing season offers life insurance professionals a powerful yet underused window for proactive planning.

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