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‘AI communication gap’ leaves negative impression on customers

July 3, 2026 Top Stories No comments.

Some insurers should reconsider how they use artificial intelligence for customer service, as a new Trustpilot report found that an “AI communication gap” could negatively affect consumer reviews.

Read more
July 2, 2026
Image shows the words, "LTC Underwriting."
Assisting clients through the LTCi underwriting process is a valuable service advisors can provide. (This image was created with AI).

How to help clients navigate the LTCi underwriting process

Agents and advisors are vital in assisting their clients with the often-challenging process of navigating long-term care insurance underwriting.

July 1, 2026
Image shows the letters PHL
The National Organization of Life and Health Insurance Guaranty Associations is handling the request for proposals to take PHL business. (This image was created with AI)

PHL Variable liquidation pushed out to 2027, Connecticut regulators say

The liquidation of PHL Variable Insurance Co. will not happen until next year at the earliest, regulators said in an update Tuesday.

July 1, 2026

What’s fueling record annuity growth?

Investors will continue to look for ways to protect their savings from market risk, grow their assets and guarantee income in retirement.

June 30, 2026
Image shows Donald Trump and judicial scales.
A coalition of 25 Democratic-led states and the District of Columbia are suing the Trump administration over a Medicaid work rule. (This image was created with AI)

States take Trump administration to court over Medicaid rule

A coalition of attorneys general are suing to block new federal guidance they say unlawfully narrows exemptions to Medicaid work requirements.

June 30, 2026
Image includes the sentence, "Hedge Funds in Retirement Planning."
For high-net-worth individuals who aren’t completely dependent on their portfolio, hedge funds may be a valuable addition. (This image was created with AI)

What advisors should know about hedge funds in retirement planning

Hedge funds don’t make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.

June 30, 2026
Image shows a woman in front of a computer screen.
A physician is trained to use only the tools of evidence in the form of test results or scans. (This image was created with AI)

Help employers find more medical ‘tools’ for their workers

Telling a patient “you’re fine” when they have symptoms only means that the physician has run out of tools to figure the cause of their illness.

June 29, 2026
Cartoon image shows a man using advanced technology
Artificial intelligence can be a big resource for health brokers, experts say. (This image was created with AI)

How health insurance brokers can use AI to thrive

Health insurance brokers have been using artificial intelligence in various forms for years and didn’t realize it.

June 29, 2026
Image shows a graph on the rising LTC costs
Long-term care options continue to be more costly. Source: Genworth (This image was created with AI)

High costs of coverage, LTC crisis continue to shape health care ecosystem

American continue to be worried about high health care costs, while an aging population means a crucial need to address long-term care.

June 26, 2026
Image shows the NAIC logo
The NAIC is trying to get to the bottom of a cyberbreach that took place earlier this month. (This image was created with AI)

NAIC criticized over network flaws and communication after cyberattack

The National Association of Insurance Commissioners is struggling to contain the fallout from a June 11 cyber breach that potentially exposed sensitive information.

June 25, 2026

How executive benefits impact an estate plan

Advisors increasingly deal with executive benefits when creating an estate plan for business executives.

June 25, 2026
Image shows a man holding a phone in front of a damaged car
AI-generated image fraud is an exploding trend. (This image was created with AI)

AI-created images in insurance fraud and the impacts on clients, advisors

As AI use grows, insurance companies are increasingly questioning whether photos submitted during the claims process are real.

June 24, 2026
Image shows the United Healthcare logo
A group of ex-employees say UnitedHealth is using forfeiture funds to pay the corporate match for 401(k) plan participants. (This image was created with AI)

Judge allows UnitedHealth 401(k) forfeiture lawsuit to proceed

A federal judge has allowed portions of a class-action lawsuit against UnitedHealth Group over its use of 401(k) forfeiture funds to proceed.

June 24, 2026
Image includes the words, "Life Settlement Boom" amid flames
The life settlement market saw nearly a 10% increase in 2025. (This image was created with AI)

What advisors need to know about the life settlement boom

As the cost of living puts greater pressure on household budgets, the market for life settlements continues to grow as well.

June 23, 2026
Image shows a man with a laptop at the pool
Summer is often a much slower time for financial advisors. (This image was created with AI).

Avoid the ‘summertime slump:’ Strategies to remain productive

Two financial professionals shared some of the strategies that you can use to make sure that your summer months are productive as you try to move your practice to a higher level of success.

June 23, 2026
Image shows the CareFirst logo
CareFirst alleges that insurance broker Avraham Rappaport and his brother, Eliezer Rappaport, illegally enrolled hundreds of ineligible individuals in health insurance plans. (This image was created with AI)

CareFirst accuses Maryland insurance brokers of overseeing $50M fraud

A Maryland insurance broker and his associates are accused of orchestrating a years-long international health fraud scheme.

June 23, 2026
The image shows money and several blocks labeled for IRA
The backdoor Roth IRA is a strategy for higher earners who are not eligible to contribute to a Roth IRA. (This image was created with AI)

What advisors and clients must know about Roth conversions

Roth conversions are among the most popular retirement planning strategies, but the rules surrounding them are increasingly complex.

June 22, 2026
Image shows workers on a street bench
The percentage of workers who are saving for retirement is down 5% from 2025, with 59% of workers saying they are currently saving. (This image was created with AI)

Worker retirement confidence dips to lowest level in a decade

Worker confidence in their retirement readiness reached its lowest level since 2017, and healthcare concerns, along with a decrease in savings, are driving that decline in confidence.

June 22, 2026
Image shows a cartoon version of a State Farm agent
State Farm is overhauling its longstanding compensation model for agents. (This image was created with AI)

Insurance sector braces for impact after State Farm comp changes

State Farm’s sweeping overhaul of agent compensation could be the beginning of a broader transformation of the property & casualty industry.

June 19, 2026
Image shows two men shaking hands.
Insurance brokerage transaction volume rose by 293% between 2013 and 2021. (This image was created with AI)

What’s behind private equity investment in insurance brokerages

U.S. insurance brokerage deal volume has increased dramatically over the past 10 years, and that increase is primarily driven by private equity investment.

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