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The California Supreme Court recently ruled that policyholders can seek declaratory relief from their excess insurers. (AI-generated image)

Policyholders do not have to exhaust all underlying coverage before they pursue claims against excess insurers, a California court ruled.
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Many advisors are encouraging a family-centric approach to financial planning. (AI-generated image)

A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
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Americans are making too many common mistakes when it comes to long-term care, experts say. (AI-generated image)

Why it’s crucial for advisors to address the realities of planning for and paying for care.
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Corebridge Financial and Equitable Holdings shareholders successfully approved the merger on July 30. (AI-generated image)

Corebridge Financial saw lower annuity sales in the second quarter, but remains focused on its coming merger with Equitable Holdings.
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CMS administrator Dr. Mehmet Oz announced his agency will send Notices of Intent to Terminate ACA exchange agreements to 100 agents and brokers. (AI-generated image)

Health agent organizations praised the Centers for Medicare & Medicaid Services for seeking to weed out fraud and abuse in the Affordable Care Act marketplace, but cautioned that enforcement must be based on evidence.
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A new LIMRA study found that 88% of pre-retirees have thought about how they will generate income in retirement. (AI-generated image)

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.
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Judge Sherilyn Peace Garnett gave plaintiffs one final opportunity to revive several fraud-related claims. (AI-generated image)

Judge Sherilyn Peace Garnett gave the 29 plaintiffs one final opportunity to revive several fraud-related claims through an amended complaint.
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With all the economic uncertainty, it’s more important than ever for advisors and their clients to assess where they stand with their retirement goals. (AI-generated image)

Security Benefit found that 76% of advisors consider geopolitical instability the most difficult risk to plan for.