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March 5, 2026

Different generations are hopeful about their future, despite varied goals

Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.

March 5, 2026
Image shows the Strait of Hormuz and a ship wheel
The availability of maritime insurance is having a big impact gas prices.

Morningstar: US oil tanker insurance plan won’t lower gas prices

The U.S. International Development Finance Corp. will begin offering “political risk insurance” at “reasonable prices” to commercial tankers. Will it free up oil traffic?

March 5, 2026
Image shows a man and a robot sitting together
Current insurance agency AI adoption levels vary widely—33% are just experimenting, 22% are using AI in limited areas, 8% are embedding it in daily workflows, and 31% are not using it at all.

Two-thirds of independent agencies plan to increase AI use this year

According to the Big ‘I’, two-thirds of independent agencies plan to increase their AI usage in the next 12 months.

March 4, 2026
Image shows money and a basketball and the word "Fraud" in lights
A financial advisor defrauded several NBA players out of more than $5 million, investigators say.

Advisor convicted of defrauding NBA players through viatical life sales

A California investment adviser was convicted of defrauding three former NBA players out of more than $5 million, federal prosecutors said.

March 4, 2026
Image shows a couple meeting with a financial advisor
Market reports are the basis for objective, data-driven, investment decision-making.

Market reports turn economic trends into a strategic edge for advisors

Market reports usually include pricing pressures and geographic risk factors that turn complex data into practical guidance for retirement planning.

March 3, 2026

How AI can drive and bridge the insurance skills gap

Artificial intelligence presents an opportunity to bridge a skills gap between older, more tenured insurance professionals and the younger counterparts the industry often struggles to recruit.

March 3, 2026
Image shows the SEC logo and a pic of Tai Lopez
The SEC is in settlement talks with three defendants it accuses of running a scam.

SEC in ‘active and detailed’ settlement talks with accused scammer Tai Lopez

The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.

March 2, 2026
Image shows the cover of a new book from Jamie Hopkins.
A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning.

Sketching out the golden years: new book tries to make retirement planning fun

Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.

March 2, 2026
Image shows a bridge that spells out "Annuities"
Since most annuities are tax deferred, clients who want to retire early are hesitant to leverage them.

Advising clients wanting to retire early: how annuities can bridge the gap

Now that Americans are healthier, more active, and living longer than ever before, outliving retirement income is a real concern.

February 27, 2026
Image shows race car driver Kyle Busch
Kyle Busch is settling an explosive lawsuit accusing PacLife of IUL fraud.

Kyle Busch, PacLife reach confidential settlement, seek to dismiss lawsuit

NASCAR driver Kyle Busch and his wife, Samantha Busch, have reached a confidential settlement with PacLife and two other defendants.

February 27, 2026
Image shows a gavel and a paused video frame
Several major oil companies are asking a federal court to pause discovery deadlines in a climate-related lawsuit.

Oil giants seek pause in climate lawsuit as dismissal motions loom

A group of major oil companies is asking a State of Washington federal court for a stay of discovery deadlines in a climate-related lawsuit.

February 27, 2026
Image shows a hand with an image of a small family in it
Life insurance premium and new applications continue to rapidly rise.

Life insurance apps hit all-time high in January, double-digit growth for 40+

Life insurance application activity grew 9.5% in January, the highest year-over-year growth rate for any January on record, according to the MIB Life Index.

February 26, 2026
Image shows the Department of Labor logo
A new DOL independent contractor definition is likely good news for financial services.

DOL proposes new independent contractor rule; industry is ‘encouraged’

The Department of Labor on Thursday unveiled a proposed rule to clarify how businesses and workers determine whether a job qualifies someone as an independent contractor.

February 26, 2026

How might carriers respond to drop in ACA enrollment?

More than 1 million fewer people enrolled in Affordable Care Act marketplace coverage in 2026 than in 2025, and that number is expected to increase as the year progresses.

February 26, 2026
Image shows a man and the Connecticut state loho
The Connecticut insurance commissioner is opposed to allowing large policyholders to intervene in the PHL Variable liquidation proceedings.

‘Inappropriate’: CT regulator slams PHL investors for intervention bid

There is “no basis” for large policyholders to intervene in the PHL liquidation process, and Judge Daniel J. Klau should deny such requests, Connecticut regulators say.

February 25, 2026
retirement saving

Trump proposes retirement savings plan for Americans without one

Americans who don’t have access to a 401(k) account through their employer could see that change under a proposal announced by President Donald Trump during his State of the Union address Tuesday night.

February 25, 2026
Images shows a man and a thought bubble with the numbers, "27%!"
Regulators are beginning what is sure to be a long process to update the illustrations regulation.

Regulators ponder how to tamp down annuity illustrations as high as 27%

Current annuity illustrations from top sellers show returns as high as 27% in one year, said Ben Slutsker, director of life actuarial valuation at the Minnesota Department of Commerce.

February 24, 2026

Could AI claims settlement without a lawyer become the new norm?

A look at AI-to-AI claims settlement and what it could mean to policyholders.

February 24, 2026
Image shows the Genworth logo
Genworth launched Care Assurance in October and it was live in 39 states as of the end of 2025.

Genworth Financial taking the offensive after years of LTCi rate struggles

Genworth Financial is no longer on the defensive thanks to its growing CareScout platform and its return to the individual long-term care market after nearly a decade away.

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