TIAA unveils ‘policy roadmap’ to boost retirement readiness
When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.
Ameritas: FINRA settlement precludes new lawsuit over annuity sales
A retired Navy veteran and his wife are suing Ameritas over the alleged fraudulent sale of unsuitable equity-indexed annuities.
2026 may bring higher volatility, slower GDP growth, experts say
The coming year will bring increased market volatility and a slowing in U.S. gross domestic product as the economy contends with a slackening labor market and the impact of tariffs.
2025 wildfires, flooding and severe storms lead to insured losses of $88B
The year of 2025 was one of the costliest for insurers in terms of natural disasters, resulting in insured losses totaling $88 billion.
Why affluent clients underuse advisor services and how to close the gap
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
Most Americans surveyed cut or stopped retirement savings due to the current economy
A recent study found that more than half of Americans have either stopped or reduced retirement savings due to the economic environment.
How pre-retirees are approaching AI and tech
A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.
Kyle Busch hits PacLife role in amended IUL fraud claims suit
Kyle Busch and his legal team filed an amended complaint Tuesday with more specific claims of alleged indexed universal life sales fraud by PacLife.
‘Cashing Out’: Film recounts how viatical settlements arose from AIDS crisis
Matt Nadel had to confront a lot of personal and ethical conflicts while making “Cashing Out,” a short film recounting the birth of the viatical settlement industry.
Senate report alleges Medicare upcoding by UnitedHealth
A Senate report released Tuesday alleges that UnitedHealth Group is gaming the Medicare Advantage system to reap massive payments.
Retirement Reimagined: This generation says it’s no time to slow down
Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
Americans have ambitious financial resolutions for 2026
Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.
‘My life has been destroyed’: Dean Vagnozzi plots life insurance comeback
Once a top producer, Dean Vagnozzi became ensnared in a Securities and Exchange Commission investigation into Par Funding, found to be a Ponzi scheme. Now Vagnozzi is back.
Many auto insurers slashing rates as claims drop
Insurers nationwide are slashing vehicle insurance rates in response to a sharp reduction in claims.
‘Deskless’ workers need support with workplace benefits
How do employers engage and support “deskless” workers in their selection and use of workplace benefits?
How financial planners can use modeling scenarios to boost client confidence
Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.
Reframing lifetime income as an essential part of retirement planning
Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.
Integrity adds further scale with blockbuster acquisition of AIMCOR
Integrity Marketing Group upscaled in a big way on Thursday with its acquisition of AIMCOR Group, a leading national insurance distributor.
Vermont judge sides with National Life on IUL illustrations lawsuit
A Vermont judge sided with National Life companies in a lawsuit over an indexed universal life policy that returned 0%.
