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Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms

11 hours ago Top Stories No comments.
Image shows the logos of Corebridge and Equitable.
Corebridge and Equitable are merging in a blockbuster deal.

Corebridge and Equitable announced a March merger to form a $22 billion entity, a deal expected to close by year-end 2026.

Read more
13 hours ago
Image shows the Transamerica logo and the word, "settlement"

Transamerica agrees to $57M settlement in cost-of-insurance lawsuit

Transamerica reached a settlement on charges that it improperly increased COI charges on certain life insurance policies in 2022 and 2023.

15 hours ago

The next step for AI in insurance — partnerships to scale

While many insurance providers have begun adopting artificial intelligence, others are already racing ahead to the next stage of scaling solutions.

20 hours ago

Your clients are sitting on underused assets

Something significant is happening in the life insurance market, and it is unfolding quietly.

20 hours ago
Image shows two women at a table and the headline, "Midlife Planning For Women."
Midlife is when earlier financial trade-offs, career pauses, caregiving, and uneven earnings all come into focus.

Midlife planning for women: why it matters and how advisors should adapt

Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.

Transamerica introduces new RILA with optional income features

May 4, 2026

On Monday, Transamerica introduced TSIA Income, a new registered index-linked annuity (RILA) designed to help individuals create protected lifetime income…

May 4, 2026

Tax anxiety is real, although few have a plan to address it

Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.

American Life expands into Wyoming and Mississippi markets

May 4, 2026

American Life & Security Corp., a growing carrier in the annuity and retirement space, today announced it has expanded to…

May 4, 2026
Image shows a graph with life insurance sales rising 7%
The 2026 Insurance Barometer study revealed that 40% of Americans have little or no understanding of life insurance.

Life insurance sales surge 7% in 2025, but the work isn’t over

Since the 2020 pandemic, life insurance sales have surged. In 2025, policy counts jumped 7% year over year, but there remains work to be done, LIMRA researchers say.

May 4, 2026

The case for DTC/agent hybridization

Life and annuity carrier executives are concerned about a critical issue – the increasing cost of customer acquisition.

May 1, 2026
Image shows a packed room with Trump on a screen.
The administration said workers will be able to open accounts through a new federal website, TrumpIRA.gov, beginning next year.

Trump targets ‘retirement gap’ with new executive order

President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.

May 1, 2026
Image shows an advisor meeting with a kid
Millennials and Gen X are starting to prioritize retirement income earlier in their careers.

Younger investors are engaged and advisors must adapt

Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.

May 1, 2026

Convertible market dynamics and the portfolio implications for insurers

The convertible market has grown significantly in recent years, reflecting increased equity issuance and evolving corporate financing needs.

May 1, 2026

Guiding women through the Great Wealth Transfer

Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?

May 1, 2026
Salene Hitchcock-Gear

Bringing meaning to life — With Salene Hitchcock-Gear

Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.

May 1, 2026

A heart for finance — with Lizbeth Menjivar

Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.

May 1, 2026

Making women’s health a higher priority

Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.

May 1, 2026

The weakest link: Lifetime earnings assumptions

A client’s income may not always be there. Why disability planning is crucial.

May 1, 2026

What to do when term life runs out

Reviewing a client’s options when their term life expires.

May 1, 2026

Using life insurance in a cash balance plan

Cash balance plans are powerful, but volatility can drive unpredictable contributions.

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