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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.

March 16, 2026
Image shows a panel of people in darkness
AI adoption is accelerating sharply, with evolving large language models expanding what insurers, advisors and independent agencies can accomplish.

AI evolution in life insurance: A test of compliance

A panel of insurance and legal leaders says artificial intelligence is rapidly transforming the life and annuities industry, but compliance is a concern.

March 13, 2026
Image shows the 5-Minute Finance logo and a chest marked "QLAC."
QLACs are not common, so it’s less likely for advisors to recommend them to clients in comparison to other fixed income options.

The untapped potential of Qualified Longevity Annuity Contracts

Annuities are a strong choice for clients looking to drive guaranteed income, providing different options for unique client situations.

March 13, 2026
Image shows the Oaktree and A-Cap logos
A-Cap is going into business with Oaktree.

Oaktree grabs control of Atlantic Coast Life Co. in blockbuster A-Cap deal

Advantage Capital signed an agreement with global investment manager Oaktree Capital Management to provide critical funding support for its financially troubled life insurers.

March 13, 2026

The forces shaping life and annuities in 2026

In 2026, the focus is set to move beyond digitizing individual steps and toward reinventing the end-to-end operating model.

March 13, 2026
Image shows the Nassau Financial Group logo
The PHL Variable liquidation is entering a new phase.

PHL Variable liquidation: Regulators, investors pivot legal fire to Nassau

A group of large PHL Variable policyholders, and the Connecticut insurance commissioner both took aim at Nassau Financial Group in separate court filings this week.

March 13, 2026

Rising health care costs drive sharp increase in retirement anxiety

Persistent and rising health care costs, coupled with longer life expectancies, are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study.

March 12, 2026
Image shows the word, "Underwriting."
Experts say technology could drive better underwriting.

Why experts are calling this the ‘golden age’ of underwriting

Advancements in technology are ushering in what experts have dubbed the “golden age of underwriting,”

March 12, 2026

‘Make It FAIR Act:’ What California policyholders need to know

The bill aims to expand what the FAIR Plan covers, strengthen how claims are handled and hold the system accountable when it fails policyholders.

March 12, 2026

Younger generations experience serious health issues earlier in life

What do these early-onset health conditions mean for insurance?

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