
Start estate planning before the family needs it
Families who plan have options when it matters most.
The largest event convening the life & annuity industry — the producers, carriers, wholesalers, capital, and platforms shaping the future of income and financial security. Three days. One ecosystem.

Families who plan have options when it matters most.
Even before the COVID-19 pandemic hit, low- and middle-class Americans were less prepared to deal with the death of a main breadwinner, according to a survey taken in January.
When the COVID-19 pandemic chased everyone indoors an insurance industry that relies on face-to-face contact suddenly had to change course. What happened is insurers, middlemen and agents all learned they can rely on technology to forge a new way of selling insurance products.
Despite the economic craziness — or maybe because of it — Americans are trusting insurance agents and companies more than ever, according to LIMRA data.
According to the J.D. Power 2020 U.S. Insurance Digital Experience Study, insurers have made across-the-board improvements in clarity of information, but many still struggle with the balance of too much information and a minimalist approach.
COVID-19 has helped move a traditionally slow-to-evolve industry in a more chameleon-like way. Insurance carriers have made multiple changes to their underwriting guidelines and product portfolios. Products may have slightly different features or requirements, but they still blend seamlessly into individuals’ financial and retirement plans.
While the COVID-19 pandemic will likely impact the claims side of the insurance industry, it is also affecting another component: insurance company investment portfolios. The past decade’s historically low interest rates led insurers further into generally higher yielding assets, including IG corporate bonds.
MetLife Inc. has agreed to pay $84 million to settle an eight-year-old class-action lawsuit filed by shareholders who claim the insurer underreported its liabilities via claims to deceased policyholders. Plaintiffs claim that MetLife failed to include data from the Social Security Administration’s “Death Master File” in tabulating its reserves.
The National Association of Insurance Commissioners is converting its Summer Meeting to a virtual format.
On a year-over-year basis, May 2020 index was up 5.2% with two less business days than in the 2019 comparative period. As carriers and agents adjust to the new normal and society returns, MIB cautioned against identifying any trends given the impact of the COVID-19 exogenous event.
A new LIMRA study finds just 21% of Americans have a favorable view of the economy, down from 25% in March 2020 and falling to less than half of the 56% reported in January 2020. The ongoing pandemic is chipping away at jobs and spending as millions remain unemployed.
Competitive value is only the beginning.
Explore Oceanview fixed annuity solutions, tools and resources designed to help serve clients.
ICMG 2026: 3 Days to Transform Your Business
Speed Networking, deal-making, and insights that spark real growth — all in Miami.