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September 15, 2025
Image shows a crown and prison bars
Phillip Wasserman has another day in court next week in an attempt to overturn his fraud convictions.

‘I committed zero crimes’: Unrepentant ‘Annuity King’ pursues appeals from prison

Phillip Roy Wasserman suffered another setback this week when a federal judge sided with Florida and federal investigators in his civil lawsuit.

September 12, 2025
Illustration of members of the "Sandwich Generation" as the filling in a sandwich. Sandwich-Generation-strain-puts-retirement-on-hold-Allianz-warns

‘Sandwich Generation’ pressures derail retirement plans for millions, study finds

Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.

September 11, 2025
Image shows a man holding a phone with the words, "life insurance" on the screen
Life insurance sales are doing very well so far in 2025.

Q2 life insurance sales surge; policies sold hit quarterly record

Total new annualized premium increased 13% to $4.5 billion in the second quarter, according to LIMRA’s retail life insurance sales survey results.

September 11, 2025
Image of consumer debating whether she will be able to afford life insurance. Consumers-need-more-education-about-life-insurance.
Consumers need more education to help them understand how affordable life insurance can be. (AI-generated image)

The Life Insurance Myth: Why Americans aren’t buying life insurance

The 2025 Insurance Barometer survey shows fewer consumers are knowledgeable about life insurance, showing a need for more education about the product.

September 10, 2025
Image of the word "Medicare" going up in flames. Medicare-spending-increases-threaten-its-sustainability.
Increases in total Medicare spending threaten the program’s sustainability while increases in Medicare enrollment contribute to those spending increases. (AI-generated image)

Actuaries warn Medicare costs threaten long-term sustainability

Increases in total Medicare spending threaten the program’s sustainability while increases in Medicare enrollment contribute to those spending increases.

September 10, 2025
Image of property damage with the words "Bad Faith Liability" overlapping. could-a-Florida-bar-brawl-case-reshape-insurer-bad-faith-liability.
A Florida bar brawl that left a woman fatally shot has become a multimillion-dollar liability dispute with potential ripple effects nationwide on how carriers handle claims when catastrophic losses exceed policy limits. (AI-generated image)

Could a Florida bar brawl case reshape insurer bad faith liability?

A Florida bar brawl liability dispute could have potential ripple effects nationwide when catastrophic losses exceed policy limits.

September 9, 2025
Image of an agent yelling into a bullhorn, with a mobile phone with the CMS app open nearby. Agent-associations-speak-out-against-CMS-latest-policy.
Agent associations are speaking out against a new federal policy that they say is hindering agents from enrolling people in coverage on the federal health insurance marketplace. (AI-generated image)

Agent associations say new CMS policy is hindering enrollments

Health agent associations are speaking out against a new federal policy that they say is hindering agents from enrolling people in coverage on the federal health insurance marketplace.

September 8, 2025
Image of workers working at highly technical workstations, using AI. After-bailout-and-restructuring-AIG-bets-big-on-AI.
AIG, after surviving scandal and shaking off a government takeover, is moving into what its top executive described as a “new chapter." (AI-generated image)

After bailout and restructuring, AIG bets big on AI

AIG, after surviving scandal and shaking off a government takeover, is moving into what its top executive described as a “new chapter”

September 5, 2025
Image shows a flutist playing
A flutist with the Indianapolis symphony lost her appeal for disability coverage for time lost due to a bout with COVID-19.

Appeals court sides with Reliance Life on flutist’s COVID disability claim

A renowned flutist for the Indianapolis Symphony Orchestra lost another appeal Tuesday for disability benefits covering time she spent recovering…

September 4, 2025
annuity- (AI-generated image)

Annuity sales hit record $119.5B in Q2, LIMRA reports

Total U.S. annuity sales increased 8% year over year to a record high $119.5 billion in the second quarter, according to LIMRA’s U.S. Individual Annuity Sales Survey, which represents 92% of the total U.S. annuity market. This tops the record set in the first half of 2024.

September 4, 2025
Photo illustration of Gen Z workers protesting for more benefits. Workforce-benefits-enter-new-era-as-Gen-Z-drives-demand-for-flexibility.

A new era for workplace benefits: Gen Z demands more

Traditional workforce benefits are no longer enough to meet the expectations of today’s employees, says a recent study.

September 3, 2025
Image shows the LIMRA and Alliance for Lifetime Income logos.
LIMRA and LOMA will fully integrate the Alliance for Lifetime Income over the coming months.

LIMRA/LOMA completes Alliance for Lifetime Income merger, names board

The LIMRA and LOMA merger with the Alliance for Lifetime Income is finalized, and a new advisory board is in place.

September 3, 2025
Image shows a judge's gavel and a healthcare website
A group of defendants are suing to stop a new administration rule that they say will make it harder to sign up for Obamacare coverage.

HHS appeals ruling that stalls major Obamacare marketplace changes

The Trump administration is appealing a ruling last month that blocked several parts of an Affordable Care Act exchange enrollment and eligibility rule.

September 2, 2025
Images says, "Q2 Life Sales."
Life insurance sales were very strong in the second quarter.

Life sales surge 8.5% in second quarter, Wink reports

Life insurance sales for the second quarter topped $2.9 billion, up 8.5% compared to the previous quarter.

September 2, 2025
Image showing retiree looking very worried and concerned. Retirees fear tariffs, inflation costs will outpace Social Security benefits.
Retirees fear tariffs, inflation costs will outpace Social Security benefits

Retirees fear tariffs, inflation costs will outpace Social Security benefits

Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.

August 29, 2025
An online investor is sitting with his head in his hands, with a thought balloon that says "Bad Online Financial Advice!" Misleading online information leads many Americans to make financial errors.

Misleading online information leads many Americans to make financial errors

Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online

August 28, 2025
Image ahows a cowboy judge lassoing a "Lawsuit" sign
A pair of leading insurers received good news and bad news from courts this week.

Court update: Allianz Life faces bevy of lawsuits over July data breach

Allianz Life Insurance Co. of North America faces several lawsuits related to a July data breach that affected 1.4 million people.

August 27, 2025
Individual deciding between two different piggy banks. Picking the right savings account can help lower-asset households.

Is it possible to save too much in retirement accounts?

Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.

August 26, 2025
Illustration with a busy financial graph and several eyes peering out from behind the graph. Jackson-Nationals-study-reveals-hidden-dangers-for-risk-averse-investors.

Jackson National study reveals hidden dangers for risk-averse investors

A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.

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