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Caregiving: A challenge that costs employers billions

July 10, 2026 Top Stories No comments.
Image shows piles of coins.
Caregiving costs employers $50 billion in lost productivity annually. (This image was created with AI)

Caregiving is the defining workplace issue of our time, costing employers billions of dollars in lost productivity every year. One in four American adults is a caregiver, and caregiving has a ripple effect on their financial situation.

Read more
July 10, 2026

Could your practice benefit from an advisory board?

Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.

July 9, 2026
Image shows Tai Lopez
The SEC accuses Tai Lopez of misleading investors. (This image was created with AI)

SEC nears settlement with accused scammer Tai Lopez

The Securities and Exchange Commission is closing in on an agreement with prominent social media influencer Taino “Tai” Lopez in a civil enforcement fraud case.

July 9, 2026
Image shows a woman with blocks of important goals.
Nearly 8 in 10 millennials (79%) said that financial stress often or sometimes affects their mental health and well-being. (This image was created with AI)

How can employers make benefits more meaningful?

Financial stress and the rise of supplemental benefits are two trends driving employee benefits in 2026.

July 8, 2026
Image shows a hand putting several papers into a shredder.
According to a recent White House report, banning three anticompetitive contract terms hospitals use to block competition would reduce hospital prices by 18%. (This image was created with AI)

Banning secret hospital contract terms could cut health premiums 6.5%

Hidden provisions in hospital contracts could quietly be pushing employer healthcare costs far higher.

July 8, 2026

An aging population needs advisors to cut through the confusion

Three and a half years remain until 2030, a year in which a significant demographic shift is expected to rock the U.S.

July 7, 2026

How brokers can become ‘AI whisperers’

A benefits broker can become an “AI whisperer” by giving artificial intelligence tools assignments instead of asking them dumb questions.

July 7, 2026
Image shows a man in an AI scene
Brokers are using AI to scale their service and revenue. (This image was created with AI)

AI brings disruption as well as opportunity for brokers

Artificial intelligence is bringing disruption as well as opportunity, and brokers are in a race to define their role in the AI era.

July 6, 2026

Proposed legislation takes aim at Social Security shortfall

The Bipartisan Social Security Commission Act of 2026 would create a 13-member commission on long-term Social Security solvency.

July 6, 2026
Image shows a man dressed like a 1950s salesman and holding a book titled, "Retirement Funds."
Advisors need to be aware of the growing number of guaranteed income options inside employer plans. (This image was created with AI)

Built-in guaranteed annuities: What advisors should know

Fidelity Investments recently announced its Fidelity Freedom Lifetime, the latest guaranteed income option for employer plans.

July 3, 2026

‘AI communication gap’ leaves negative impression on customers

Some insurers should reconsider how they use artificial intelligence for customer service, as a new Trustpilot report found that an “AI communication gap” could negatively affect consumer reviews.

July 2, 2026
Image shows the words, "LTC Underwriting."
Assisting clients through the LTCi underwriting process is a valuable service advisors can provide. (This image was created with AI).

How to help clients navigate the LTCi underwriting process

Agents and advisors are vital in assisting their clients with the often-challenging process of navigating long-term care insurance underwriting.

July 1, 2026
Image shows the letters PHL
The National Organization of Life and Health Insurance Guaranty Associations is handling the request for proposals to take PHL business. (This image was created with AI)

PHL Variable liquidation pushed out to 2027, Connecticut regulators say

The liquidation of PHL Variable Insurance Co. will not happen until next year at the earliest, regulators said in an update Tuesday.

July 1, 2026

What’s fueling record annuity growth?

Investors will continue to look for ways to protect their savings from market risk, grow their assets and guarantee income in retirement.

June 30, 2026
Image shows Donald Trump and judicial scales.
A coalition of 25 Democratic-led states and the District of Columbia are suing the Trump administration over a Medicaid work rule. (This image was created with AI)

States take Trump administration to court over Medicaid rule

A coalition of attorneys general are suing to block new federal guidance they say unlawfully narrows exemptions to Medicaid work requirements.

June 30, 2026
Image includes the sentence, "Hedge Funds in Retirement Planning."
For high-net-worth individuals who aren’t completely dependent on their portfolio, hedge funds may be a valuable addition. (This image was created with AI)

What advisors should know about hedge funds in retirement planning

Hedge funds don’t make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.

June 30, 2026
Image shows a woman in front of a computer screen.
A physician is trained to use only the tools of evidence in the form of test results or scans. (This image was created with AI)

Help employers find more medical ‘tools’ for their workers

Telling a patient “you’re fine” when they have symptoms only means that the physician has run out of tools to figure the cause of their illness.

June 29, 2026
Cartoon image shows a man using advanced technology
Artificial intelligence can be a big resource for health brokers, experts say. (This image was created with AI)

How health insurance brokers can use AI to thrive

Health insurance brokers have been using artificial intelligence in various forms for years and didn’t realize it.

June 29, 2026
Image shows a graph on the rising LTC costs
Long-term care options continue to be more costly. Source: Genworth (This image was created with AI)

High costs of coverage, LTC crisis continue to shape health care ecosystem

American continue to be worried about high health care costs, while an aging population means a crucial need to address long-term care.

June 26, 2026
Image shows the NAIC logo
The NAIC is trying to get to the bottom of a cyberbreach that took place earlier this month. (This image was created with AI)

NAIC criticized over network flaws and communication after cyberattack

The National Association of Insurance Commissioners is struggling to contain the fallout from a June 11 cyber breach that potentially exposed sensitive information.

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