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Democrats could advance legislation to address Social Security shortfall

13 hours ago Top Stories No comments.
What does the future hold for Social Security? (AI-generated image)

Now that the midterms are in the history books, here are some possible scenarios for what could happen to Social Security.

Read more
15 hours ago
Image shows a picture of an Annuity Buyer's Guide book
The NAIC wants to update its Annuity Buyer's Guide, which goes out to annuity purchasers. (AI-generated image)

Regulators advance shorter, streamlined annuity buyers guide

The Annuity Buyer’s Guide Working Group approved a shorter buyer’s guide designed to give consumers updated annuity information.

November 9, 2026
A 12-quarter streak of more than $100 billion in quarterly sales continued as the U.S. annuity market reached a new high, with registered index-linked annuities posting another strong quarter. (AI-generated image.)

Annuity sales hit record $126.3B as RILA sales top $25B

A 12-quarter streak of more than $100 billion in quarterly sales continued as the U.S. annuity market reached a new high, with registered index-linked annuities posting another strong quarter.

November 9, 2026
More Americans approaching retirement expect to work longer or gradually leave the workforce. F&G and LIMRA research examines retirement timing, financial concerns and interest in predictable income. (AI-generated image.)

More pre-retirees rethink retirement as income-planning concerns grow

More Americans approaching retirement expect to work longer or gradually leave the workforce. F&G and LIMRA research examines retirement timing, financial concerns and interest in predictable income.

November 9, 2026
Image says, "The Inheritance Gap"
A retirement plan should use the assets and income a client already has, not counting on an inheritance. (AI-generated image)

The inheritance gap: Helping clients plan for money that hasn’t arrived

Some clients plan their financial future around an expected inheritance, but relying on money not guaranteed can create unnecessary risks.

November 6, 2026
Image shows a dollar bill with pills spilled over it
Drug pricing is sure to be a hot issue in the new Democrat-led Congress. (AI-generated image)

New Congress must address drug affordability

Now that the midterms are over, Democrats in Congress and the Trump administration will compete to prove to voters that they are the party of drug pricing reform.

November 6, 2026
Image shows the Genworth logo
Jerome Upton will take over as CEO of Genworth Financial in 2027. (AI-generated image)

Genworth reports loss of $41M in CEO Tom McInerney’s final earnings

Genworth Financial reported a third-quarter net loss of $41 million as longtime CEO Tom McInerney delivered his final earnings report.

November 6, 2026
Life insurance underwriting reports are at the center of a class-action case involving allegations of mismatched medical and prescription records. Milliman denies wrongdoing, and the settlement awaits court approval. (AI-generated image)

Milliman’s proposed $15.5 million settlement puts life insurance underwriting data in focus

Life insurance underwriting reports are at the center of a class-action case involving allegations of mismatched medical and prescription records. Milliman denies wrongdoing, and the settlement awaits court approval.

November 5, 2026
A federal court judge granted a stay of the moratorium on new ACA agent registrations. (AI-generated image)

Health agents victorious against CMS moratorium

U.S. District Court Judge Stephanie Gallagher ordered an end to a CMS temporary moratorium on new agent and broker registrations for the federally facilitated Affordable Care Act exchanges for the 2027 plan year.

November 5, 2026
Image shows a Prudential logo
Prudential Financial continues to work through problems at Prudential of Japan. (AI-generated image)

Prudential earnings dip as Japan sales suspension offsets U.S. growth

Prudential Financial reported lower third-quarter earnings Wednesday as a sales suspension in Japan offset strong growth in annuity sales.

November 5, 2026
AI capabilities are already operating within Crump Life Insurance Services as AmeriLife prepares to expand its partnership with Palantir across the enterprise. (AI-generated image.)

AmeriLife partners with Palantir on AI rollout across insurance distribution

AI capabilities are already operating within Crump Life Insurance Services as AmeriLife prepares to expand its partnership with Palantir across the enterprise.

November 5, 2026
Image shows a LTC patient and the Capitol dome.
Two-thirds of the Medicaid program goes to pay for nursing home care. (AI-generated image)

Lawmakers warming to discussing long-term care

Several factors are creating a fertile environment for discussing long-term care policy in Washington, an industry association leader said.

November 4, 2026
Image shows the CVS Health logo
CVS Health is splitting into two companies. (AI-generated image)

‘The next important chapter’: CVS Health splits into two companies

CVS Health announced Wednesday that it will separate its healthcare services operations from its retail pharmacy and community healthcare business.

November 4, 2026
Image shows a blue wave over the U.S. flag
Democrats stormed back to power by taking both the House and Senate Tuesday night. (AI-generated image)

Markets love election results, but split government to impact policy

The Dow Jones soared more than 1,200 points by midday Wednesday after mid-term election results swept Democrats back into power.

November 4, 2026
Cartoon image shows a clipboard with an "insurance" form on it
Federal employees have access to more life insurance coverage after a recent decision. (AI-generated image)

Turning expanded eligibility into a better coverage plan for federal clients

Advisors with current and former federal employees as clients should review life insurance requirements now that added coverage is available.

November 3, 2026
Image shows the Equitable and Corebridge logos
Both Equitabke and Corebridge report strong annuity sales in advance of their merger. (AI-generated image)

Equitable, Corebridge steam toward merger with strong Q3 annuity sales

The “new Equitable” is expected to debut in early 2027 as regulatory approvals are anticipated by the end of the year, executives said.

November 3, 2026
Hail, tornadoes and damaging winds continue to drive costly claims across the country. Moody's and Gallagher Re examine regional loss patterns, rising repair costs and the reinsurance outlook. (AI-generated image)

Severe storms drive $43B in U.S. insured losses as 2026 winds down

Hail, tornadoes and damaging winds continue to drive costly claims across the country. Moody’s and Gallagher Re examine regional loss patterns, rising repair costs and the reinsurance outlook.

November 3, 2026
JD Power and TransUnion report higher auto insurance switching, while separate consumer research identifies price as a leading reason for changing carriers. (AI-generated image)

The insurance retention challenge: Why customers shop around and switch

JD Power and TransUnion report higher auto insurance switching, while separate consumer research identifies price as a leading reason for changing carriers.

November 2, 2026
- Oklahoma's latest action follows months of financial oversight as Mending prepares to discontinue its fully insured health plans. (AI-generated image.)

Mending Health moves into conservatorship as Oklahoma steps up oversight

– Oklahoma’s latest action follows months of financial oversight as Mending prepares to discontinue its fully insured health plans.

November 2, 2026
Image shows cartoon of a retired couple.
Clients spend 40 years saving and then often struggle to spend because they fear running out of money. (AI-generated image)

How advisors can help frugal retirees finally enjoy their savings

A well-structured decumulation plan can balance lifestyle goals with essential expenses and turn a nest egg into sustainable retirement income.

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