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Embracing a family-centric approach to financial planning

5 hours ago Top Stories No comments.
Image shows a family around the dinner table
Many advisors are encouraging a family-centric approach to financial planning. (AI-generated image)

A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.

Read more
11 hours ago
Image shows a number 4 and a wooden man in a wheelchair
Americans are making too many common mistakes when it comes to long-term care, experts say. (AI-generated image)

4 common LTC missteps older Americans must avoid

Why it’s crucial for advisors to address the realities of planning for and paying for care.

August 7, 2026
Image shows the Prudential logo
Prudential Financial is reshaping its global footprint under CEO Andy Sullivan. (AI-generated image)

Prudential to exit emerging markets and shift $3B to core businesses

The overhaul represents the latest sweeping strategy employed by CEO Andy Sullivan in his second year leading Prudential.

August 7, 2026
Image shows the Corebridge logo
Corebridge Financial and Equitable Holdings shareholders successfully approved the merger on July 30. (AI-generated image)

Corebridge annuity sales slip ahead of Equitable marriage

Corebridge Financial saw lower annuity sales in the second quarter, but remains focused on its coming merger with Equitable Holdings.

August 6, 2026
Image shows the California state flag and the word "Fees"

California teachers settle class-action lawsuit over in-plan annuity fees

Plaintiff Danielle Krimbow and the Life Insurance Company of the Southwest announced a tentative settlement in their lawsuit over annuity fees.

August 6, 2026
Image shows both the Corebridge and Equitable logos.
Equitable and Corebridge executives say their merger is progressing on schedule. (AI-generated image)

‘Uniquely positioned’: Equitable outlines future post-Corebridge merger

Shareholders of both companies approved the Equitable-Corebridge merger on July 30, with more than 97% voting in favor.

August 6, 2026
Image shows a CMS page
CMS administrator Dr. Mehmet Oz announced his agency will send Notices of Intent to Terminate ACA exchange agreements to 100 agents and brokers. (AI-generated image)

Industry groups urge caution in the wake of CMS action against ACA agents

Health agent organizations praised the Centers for Medicare & Medicaid Services for seeking to weed out fraud and abuse in the Affordable Care Act marketplace, but cautioned that enforcement must be based on evidence.

August 5, 2026
Image shows a concerned couple
A new LIMRA study found that 88% of pre-retirees have thought about how they will generate income in retirement. (AI-generated image)

Americans aren’t turning retirement plans into action, LIMRA finds

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

August 5, 2026
Image shows the words, "Home Insurance Crisis"
One progressive group is promoting a federally run property insurance system. (AI-generated image)

Home insurance is in crisis: Could a federal solution be the answer?

A progressive group says a federal single-payer model is the best way to deal with future property insurance costs. Critics disagree.

August 4, 2026
Image shows the Jackson logo on a phone
Jackson Financial CEO Laura Prieskorn is retiring in September. (AI-generated image)

Jackson Financial CEO caps 40-year career with blockbuster Q2

Jackson’s Q2 retail annuity sales of $5.9 billion were up 34% from the second quarter of 2025.

August 4, 2026
Image shows the AGI logo
American Growth Insurance (AGI) recently announced its launch as an AI-enabled insurance brokerage. (AI-generated image)

How AGI’s new AI-driven platform changes the game for advisors

American Growth Insurance (AGI) recently announced its launch as an AI-enabled insurance brokerage growth platform.

August 3, 2026
Image shows the Penn Mutual logo
Judge Sherilyn Peace Garnett gave plaintiffs one final opportunity to revive several fraud-related claims. (AI-generated image)

Judge again tosses Penn Mutual whole life lawsuit alleging tax scam

Judge Sherilyn Peace Garnett gave the 29 plaintiffs one final opportunity to revive several fraud-related claims through an amended complaint.

August 3, 2026
Image shows workers pounding rocks.
Regulators are plowing ahead on updates to annuity illustration rules. (AI-generated image)

NAIC regulators begin consensus phase on annuity illustration overhaul

An NAIC working group is moving into a new phase of its effort to overhaul annuity illustration rules.

July 31, 2026
Image shows scales with Ameritas on the weighty end and Wells Fargo on the other
The Court of Appeals for the 8th Circuit affirmed summary judgment in favor of Ameritas in another STOLI case. (AI-generated image)

Court sides with Ameritas in denying $4M STOLI payout to Wells Fargo

The decision continues a summer winning streak for life insurers in stranger-originated life insurance, or STOLI, cases.

July 31, 2026
Cartoon image shows a man looking at a strong investment

Market-value adjusted annuities: Key considerations for advisors

Like most financial products, market value-adjusted (MVA) fixed annuities come with trade-offs.

July 30, 2026
Image shows the Cigna logo
Cigna executives say the cost of GLP-1s is declining. (AI-generated image)

Cigna reports more AI, more health customers and more profit in strong Q2

The Cigna Group reported better-than-expected second-quarter results, driven by its Evernorth health services business.

July 30, 2026
Image shows a man pointing a couple towards a golden path.
With all the economic uncertainty, it’s more important than ever for advisors and their clients to assess where they stand with their retirement goals. (AI-generated image)

How advisors can prepare clients for an uncertain retirement landscape

Security Benefit found that 76% of advisors consider geopolitical instability the most difficult risk to plan for.

July 29, 2026
Image shows the Medicare CMS logo
The Centers for Medicare & Medicaid Services will discontinue the Part D voluntary premium stabilization program after 2026. (This image was created with AI)

CMS will discontinue Part D subsidies for 2027

Medicare Part D prescription drug plans could be more expensive for about 25 million Americans next year as the Trump administration plans to end Medicare Part D subsidies.

July 29, 2026
Image shows the words "Immediate Care Plan."
The Immediate Care Plan was created by Lumos Insurance, and is built on the chassis of a single-premium immediate annuity. (This image was created with AI)

Immediate Care Plan: A new solution for funding LTC

The plan is designed to fill the gap between what a care recipient needs to spend monthly on care and the amount of monthly income they have from sources such as Social Security, a pension or interest on investments.

July 28, 2026
Image shows Karlan Tucker

‘I wish I’d met him sooner:’ Karlan Tucker remembered for integrity, faith

Karlan Ken Tucker, 66, died Thursday in Littleton, Colo. He leaves behind a national footprint of advisors serving clients with integrity.

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