Texas Disclosure 101: A survival guide for P&C agents and clients
Earlier this year, a new law went into effect in Texas, requiring insurers to provide a reason for declining or…
Millennials are inheriting billions and they want to know what to do with it
Millennials are emerging as the next financial phenomenon and are already shaping the economy. They require tailored financial advice.
Insurers can’t afford to keep relying on legacy tech, study says
The legacy technology systems that many insurers rely on are holding them back. Still, it’s unsustainable for insurers to keep kicking the can down the road long-term, according to a new study.
Marv Feldman, life insurance icon and 2011 JNR Award winner, passes away at 80
In 1967, while finishing his senior year at Ohio State University, Marv Feldman signed his first insurance contract with New York Life.
Could tech be the key to closing the retirement saving gap?
With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
