Roth conversions are among the most popular retirement planning strategies, but the rules surrounding them are increasingly complex.
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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.
State Farm’s sweeping overhaul of agent compensation could be the beginning of a broader transformation of the property & casualty industry.
U.S. insurance brokerage deal volume has increased dramatically over the past 10 years, and that increase is primarily driven by private equity investment.
The New Jersey Senate is considering legislation to clarify the choice of independent contractor status for certain professionals, including financial advisors.
Current IUL illustrations are likely to leave consumers with unrealistic expectations about policy performance and retirement income potential, experts say.
Federal retirement benefits can be far more complex than those in the private sector, advisors say.
Consumer advocates are urging life insurance regulators to strengthen death-claim searches, warning that the Death Master File isn’t what it used to be.
Financial experts agree that clients should forget trying to time the market and instead focus on solid planning and risk tolerance.
Lindberg, sentenced to 12 years in prison last month, said investigators are suddenly playing hardball with elements of his plea agreement.
Insurance availability has become the determining factor of not only where people live, but also where they store their assets.
A federal appeals court upheld a lower court ruling last week that voided two life insurance policies with a combined face value of $8 million.
The Medicare agent community is speaking out against a bill by Rep. Alexandria Ocasio-Cortez, D-N.Y., that would limit broker compensation for Medicare Advantage Plans.
New Oklahoma legislation requires insurers to file proposed rate changes and supporting information before rates take effect.
Soaring medical service costs and the expiration of pandemic-era federal premium subsidies are driving the steep rate hike requests.
Caregiving is reshaping the workplace, employee benefits and long-term financial security.
A federal appeals court will hear arguments next month on lawsuit challenging how UnitedHealthcare markets Medicare Advantage plans.
Greg Lindberg is asking a federal court to halt ongoing asset sales tied to a $1.655 billion restitution order, arguing that the government’s math is wrong.
Research suggests the average American believes they need nearly $1.5 million in savings to comfortably retire.
The Centers for Medicare and Medicaid Services does not plan to eliminate Medicare brokers or limit their ability to assist people in obtaining coverage.
