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A strong first meeting helps clients organize information and lays the groundwork for a personalized, realistic retirement plan.

The 5th Circuit affirmed Liberty Mutual’s victory in a coverage dispute over a fatal Texas pileup, while leaving indemnification unresolved.

After a car accident cost Thomas Peterson his diving business, disability insurance became more than a career. Years later, it helped his family keep their dream home after his wife suffered a serious injury.

Nearly two-thirds of U.S. workers have a second job they don’t get paid for: They are caregivers for parents or children.

Employers are adapting familiar benefits to provide more meaningful caregiver support while strengthening workforce well-being. 

Advisors should understand the value of flexible annuities, especially for clients who want good returns while saving for specific financial goals.

A mediation hearing held Friday failed to resolve the disagreement between South Carolina regulators and Atlantic Coast Life Insurance Co.

The outcome of the Nov. 3 midterm elections will shape the prospects for legislative action, congressional oversight and funding priorities leading up to the 2028 presidential election.

Insurance leaders discussed AI efficiency gains, human oversight, workforce challenges and how insurers can put AI agents to work.

Employers are adapting their benefits offerings to support caregivers in the workforce, and caregivers are taking them up, according to a recent survey.

Life insurance distribution is changing as population aging, retirement income needs and artificial intelligence reshape how insurers reach customers.

Six major employers, including Aramark and Kraft Heinz, allege that UnitedHealth Group mismanaged their employer plans.

Successful advisors know that client retention is at the heart of every thriving practice.

Advocates are pushing for a regulation requiring insurers to notify the agent/advisor of record before premium is raised on an in-force policy.

Under CHOICE arrangements, employers give workers a fixed, tax-free amount to buy individual coverage.

Another health agent organization is taking legal action over a moratorium on new agents and brokers seeking to register to enroll consumers in coverage on the federally facilitated Affordable Care Act marketplace.

Agent organizations are speaking out regarding new federal guidance for health insurers operating on the federally facilitated Affordable Care Act marketplace.

While guaranteed income remains important, principal protection, growth opportunities, and other goals are also top priorities.

A Virginia federal lawsuit seeks enforcement of 1,443 payment determinations obtained by SpecialtyCare and affiliated physician groups.