Insurers, rating firms push back on NAIC credit rating oversight plan
Regulators want to end the blind reliance on credit ratings to help ensure that insurers are not hiding high-risk assets.
A hybrid approach outperforms the 4% Rule, researchers find
Many retirees believe they have two choices when it comes to withdrawing their retirement funds: either let the 4% Rule guide them and risk running out of money, or put the entire amount into an annuity.
‘You’ll never get that information’: Inside the brutal PBM exam process
PBM examiners describe a hostile response and a pattern of delays, obfuscations and persistent legal threats.
Clients are bringing TikTok insurance advice into advisor meetings
Many so-called experts are sharing social media insurance tips that may or may not be accurate, often leaving clients misinformed.
Genworth leans on mortgage unit, CareScout to offset Q2 LTC liabilities
Interim President and Chief Executive Officer Jerome T. Upton is leading the company during CEO Tom McInerney’s medical leave.
Are your clients ready for California’s new insurance rules?
Policyholders do not have to exhaust all underlying coverage before they pursue claims against excess insurers, a California court ruled.
Embracing a family-centric approach to financial planning
A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
4 common LTC missteps older Americans must avoid
Why it’s crucial for advisors to address the realities of planning for and paying for care.
Prudential to exit emerging markets and shift $3B to core businesses
The overhaul represents the latest sweeping strategy employed by CEO Andy Sullivan in his second year leading Prudential.
Corebridge annuity sales slip ahead of Equitable marriage
Corebridge Financial saw lower annuity sales in the second quarter, but remains focused on its coming merger with Equitable Holdings.
California teachers settle class-action lawsuit over in-plan annuity fees
Plaintiff Danielle Krimbow and the Life Insurance Company of the Southwest announced a tentative settlement in their lawsuit over annuity fees.
‘Uniquely positioned’: Equitable outlines future post-Corebridge merger
Shareholders of both companies approved the Equitable-Corebridge merger on July 30, with more than 97% voting in favor.
Industry groups urge caution in the wake of CMS action against ACA agents
Health agent organizations praised the Centers for Medicare & Medicaid Services for seeking to weed out fraud and abuse in the Affordable Care Act marketplace, but cautioned that enforcement must be based on evidence.
Americans aren’t turning retirement plans into action, LIMRA finds
Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.
Home insurance is in crisis: Could a federal solution be the answer?
A progressive group says a federal single-payer model is the best way to deal with future property insurance costs. Critics disagree.
Jackson Financial CEO caps 40-year career with blockbuster Q2
Jackson’s Q2 retail annuity sales of $5.9 billion were up 34% from the second quarter of 2025.
How AGI’s new AI-driven platform changes the game for advisors
American Growth Insurance (AGI) recently announced its launch as an AI-enabled insurance brokerage growth platform.
Judge again tosses Penn Mutual whole life lawsuit alleging tax scam
Judge Sherilyn Peace Garnett gave the 29 plaintiffs one final opportunity to revive several fraud-related claims through an amended complaint.
NAIC regulators begin consensus phase on annuity illustration overhaul
An NAIC working group is moving into a new phase of its effort to overhaul annuity illustration rules.
