Why seniors fear spending their own retirement wealth
New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.
HAFA takes legal action against New York state
Health Agents for America, along with members of the independent health insurance agent community, is taking legal action against New York state following the decision to eliminate commissions for agents assisting consumers with enrollments on that state’s Affordable Care Act exchange.
$150M+ asset sale payout distributed to Greg Lindberg policyholders
More than $150 million from the sale of a key asset tied to Greg Lindberg’s insurance empire has been distributed to policyholders with uncovered claims.
Economic pressures make boomerang living the new normal
Returning home to live with their parents is becoming a defining feature of life for many young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
Insurers urged to temper expectations with AI pilots
The insurance industry deals with some specific challenges that can prevent AI pilots from taking off.
Greg Lindberg asks NC judge for no jail time in bribery, fraud cases
Disgraced financier Greg Lindberg is asking a federal judge to sharply reduce his prison time ahead of a consolidated May 26 sentencing hearing.
AI emerges as the biggest risk for financial leaders in 2026
New research from the Society of Actuaries has found insurance and financial services leaders across a range of sectors all named artificial intelligence as the top emerging risk for 2026 and in the years to come.
Strong underwriting: what it means for insurers and advisors
A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.
Ameritas settles with Navy vet in lawsuit over disputed annuity sale
Ameritas settled a lawsuit with a North Carolina couple over alleged improper annuity sales, court filings show.
NAIC annuity guidance updates divide insurance and advisory groups
The NAIC best-interest annuity sales rule is working, industry trade groups say. The CFP Board disagrees and is pushing regulators to get tougher.
Will the Department of Labor take another shot at a fiduciary rule?
The DOL is (again) abandoning attempts to extend fiduciary duty to one-time rollovers from retirement accounts. Will the fiduciary rule rise a third time?
Beyond the S&P 500: The case for RILA diversification
New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, is worth considering.
Carpe Data urges industry-wide collaboration to stem AI-driven insurance fraud
An American data and analytics firm is calling for industry-wide collaboration to find solutions for artificial intelligence-driven insurance fraud, which is becoming increasingly complex and widespread.
3 ways AI can help close the gap for women’s insurance coverage
Artificial intelligence may also help address a longstanding industry issue: the gender gap in coverage.
Addressing the ‘menopause tax:’ A guide for advisors with female clients
Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.
Lack of digital tools drives wedge between insurers, advisors
Failure to leverage digital tools to streamline business processes is tainting an otherwise high financial advisor satisfaction score for U.S. life insurance and annuity companies.
The modern advisor: Merging income, insurance, and investments
The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.
Earnings roundup: Prudential works to save ‘unique’ Japanese market
Prudential posted stronger first-quarter earnings Wednesday, even as the insurer continued to grapple with fallout from compliance problems in Japan.
Big health systems blamed for affordability crisis
America’s health care affordability crisis is driven by unchecked health care consolidation, particularly among hospitals, according to a report released by Families USA.
