How SECURE changed the rules for inherited IRAs
Even though SECURE took effect five years ago, advisors still receive questions from clients about IRS regulations that complicated the rules for certain classes of IRA beneficiaries.
Tips to help advisors sell long-term care insurance to younger prospects
Some helpful tips that financial professionals can use to increase their chances of selling LTCI to their younger prospects and clients.
‘We lost a great one’: longtime life insurance educator Joe Belth dies at 95
Dr. Joseph Belth wrote and edited The Insurance Forum for 40 years, and authored several books on the life insurance industry.
Advisors: Guidance, policy changes needed to support caregivers
Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.
New technology uses AI to help insurers detect fraudulent activity
A new AI-powered solution helps insurers detect fraud by flagging unusual user activity directly on an insurance company’s website.
Could the insurance industry trigger a new financial crisis?
A series of alarming reports and dire headlines have raised the specter of a new financial crisis — this time triggered not by banks or exotic securities, but by the insurance industry.
NAIC committee unanimously passes reinsurance asset-testing guideline
A new asset-testing guideline for reinsurance deals will result in no direct action, even if regulators uncover negative numbers.
Charitable giving: Cash ‘bad;’ everything else ‘good’
The holy grail of charitable planning is donating a long-term capital gain asset that has appreciated the most.
SEC: Cutter Financial press release on verdict ‘inaccurate and misleading’
The SEC wants to further investigate Cutter Financial Group, including the press release CFG issued in response to an April verdict on SEC charges.
Mayors, liberal groups sue to stop CMS rule cracking down on Obamacare
A coalition of Democratic mayors, liberal advocates and physicians are suing the Trump administration over new rules designed to “undermine”…
Tariffs upend Q3 economic outlook
Tariffs have impacted Morningstar’s third-quarter economic outlook, with predictions that they will push gross domestic product forecasts downward while increasing inflation.
SEC’s Reg BI at year 5: ‘A glass half-full’ as challenges remain
After five years, many advisors and brokers remain divided on the Securities and Exchange Commission’s Regulation Best Interest.
Americans prep for possible recession
From dusting off their resumes to going off-grid, Americans are bracing themselves for a possible recession this year.
Dr. Emmanuel Hostin settles with American Transit, dropped from lawsuit
American Transit filed a stipulation of voluntary dismissal Tuesday for Hostin and Hostin Orthopaedics & Sports Medicine.
UnitedHealth facing more lawsuits from disgruntled shareholders
UnitedHealth Group is facing another round of shareholder lawsuits citing the alleged Medicare fraud investigation reported by the Wall Street Journal in May.
CT insurance commissioner to court: loosen moratorium on PHL Variable
Connecticut Insurance Commissioner Andrew Mais is asking a judge to loosen the moratorium on PHL Variable policies.
PwC on midyear M&A: ‘Consolidation of consolidators’
Sustained interest in insurance and a “unique” surge in megadeals reflect “the consolidation of consolidators,” says PwC’s Mark Friedman.
How new AI benchmarking tool helps insurers track ROI
Digital customer service platform Glia has launched a new benchmarking tool to help insurers “cut through the fog” in analyzing AI strategy.
SCOTUS ruling on nationwide injunctions could have lasting implications
A SCOTUS ruling on birthright citizenship could also shut down a key strategy for financial services to block unwelcome federal rules.
