Family communication: Financial planning’s growing blind spot
Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
News, trends, sales data, and helpful peer advice for life insurance professionals, including insurance agents.
Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
Indiana lawmakers will likely consider requiring more disclosures from insurance companies about their exposure to private credit funds due to the role that the state plays as a backstop for some insurance policies. Two independent investment analysts pushed for more oversight of the financial asset class at the state Interim Study Committee on…
Governor Maura Healey's Division of Insurance announced today that nine health and dental insurance carriers will return $14.5 million to hundreds of thousands of Massachusetts consumers through rebates required under the state's health and dental insurance laws. For the first time, Massachusetts is requiring dental insurance companies to issue…
Shareholders of both companies approved the Equitable-Corebridge merger on July 30, with more than 97% voting in favor.
Fred and Wilma Flintstone are living the high life. Fred has a one million life insurance policy from " The Rock Insurance Company." Louisiana law recognizes a simple principle; if someone pays you money by mistake that you were never legally entitled to receive, the person who made the payment can generally recover it.
When everyone claims the same edge, no one has an edge.
For the second quarter ended June 30, 2026, iA Financial Group recorded core earnings† of $330 million and core diluted earnings per common share†† of $3.68, which is 5% higher than the same period in 2025, when insurance experience was very favourable. “Our diversified business model continued to demonstrate its strength in the second quarter, as broad-based…
Most employers want to invest in their people, but intention alone doesn’t solve for execution.
Judge Sherilyn Peace Garnett gave the 29 plaintiffs one final opportunity to revive several fraud-related claims through an amended complaint.
For years, the technology ran ahead of regulation. That era is closing.
AM Best has revised the outlooks to negative from positive and affirmed the Financial Strength Rating of A- and the Long-Term Issuer Credit Ratings of“ a-” of the following subsidiaries of Group 1001 Insurance Holdings, LLC: Delaware Life Insurance Company and Clear Spring Life and Annuity Company. These companies are referred to as the Group 1001 Life& Annuity…
The decision continues a summer winning streak for life insurers in stranger-originated life insurance, or STOLI, cases.
The property/casualty operating subsidiaries of Fortegra include Lyndon Southern Insurance Company; Insurance Company of the South; Response Indemnity Company of California; Blue Ridge Indemnity Company; Fortegra Specialty Insurance Company; and Fortegra Europe Insurance Company SE. In addition, AM Best has removed from under review with positive…
Delos Harley Yancey, Jr., age 92, passed away peacefully July 28, 2026, at his home in Rome, Georgia surrounded by loving family. Mr. Yancey was born July 6, 1934, in Atlanta, Georgia, son of Delos Harley Yancey, Sr. and Elizabeth Beauchamp Yancey. As Chairman, President and CEO of State Mutual Insurance Company, he spearheaded transformative milestones such as merging…
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that veteran financial advisor Vincent Esparza, CFP, CLU, has joined the firm as senior wealth advisor. Based in the Deer Valley Airpark,…
The agenda featured topics such as: the 340B Drug Pricing Program; autonomous vehicles; artificial intelligence; tort reform; developments in the flood insurance marketplace; insurance affordability and availability; charity care and medical debt reforms; innovations in disease screening and testing; insurers’ use of aerial imaging; and more.
Mercer Advisors, Inc., a national wealth management and financial planning firm, today unveils the second generation of Aspen, its proprietary, artificial intelligence- enabled ecosystem that powers its full-spectrum family office offering. Mercer Advisors built Aspen as a family office platform, to support its advisory teams in local markets in delivering…
Lincoln Financial today announced that it has entered into an agreement with Talcott Financial Group under which Lincoln will cede approximately $5.8 billion of in-force GUL statutory reserves, representing approximately 37% of Lincoln’ s remaining in-force guaranteed universal life block to a Talcott subsidiary. In connection with the transaction,…
HACKENSACK, N.J., July 29, 2026/ PRNewswire-PRWeb/– Paperclip, the leading secure data exchange platform for the insurance and financial services industry, announced today that National Life Group has joined its growing carrier network. The partnership enables distribution partners across the Paperclip ecosystem to seamlessly send Informal business to…
2026 JUL 28– By a News Reporter-Staff News Editor at Insurance Daily News– According to news reporting originating from Washington, D.C., by NewsRx journalists, a trademark application has been made for“ DIGITAL ADVISOR SUCCESS HUB” by DAVID J. DAVIS BAKER& MCKENZIE LLP, representing Jackson National Life Insurance Company. This application was made available to…