Cooling off period urged before regulators tackle proposal to hide RBC
A proposal to make a key measure of insurance companies’ financial health confidential is teed up for regulators to tackle in October.
NAIC regulators: Signs of ‘progress’ getting life insurers to cut spreads
State insurance regulators report “progress” getting life insurers to pull back on overly optimistic investment growth projections.
Why many facing retirement no longer believe in retiring at 65
Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.
Athene Q2 annuity sales remain strong despite 19% drop
Athene retooled its annuity sales strategy during a second quarter that saw several changes in the company, including its leadership structure.
‘Off the rack’ model portfolios hit record $7.7 trillion as advisors embrace efficiency and scale
Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.
NAIC takes another swing at stricter rules on life insurance illustrations
State insurance regulators are again nibbling around the edges of an actuarial guideline designed to limit unrealistic life illustrations.
New AI tool helps insurers navigate complex policies
A Chicago-based startup has launched an AI tool to help insurance professionals navigate increasingly complex claims and policies.
Is it time for bitcoin life insurance?
Meanwhile is the only licensed and government-regulated life insurer that is fully denominated and operating in bitcoin.
Brighthouse Financial execs evade sale rumors in testy Q2 call
Tight-lipped executives revealed little on a rumored sales of Brighthouse Financial during a Friday conference call with Wall Street analysts.
Annuity industry looks to innovation, product design to spur growth
A Goldman Sachs Asset Management study looks at the annuity industry’s strategies to prolong its recent record growth.
Private equity ready for Trump order endorsing alternative investment in 401(k)s
President Donald Trump is expected to sign an executive order blessing the inclusion of alternative investments into 401(k)s and other retirement plans.
Jackson grows RILA, fixed annuity sales in Q2 as product pivot pays off
Jackson Financial’s successful evolution from a traditional variable annuity seller was on full display during a strong second quarter.
Financial planners embrace alternative investments in uncertain market
Financial planners are significantly increasing their use of alternative investments, amid ongoing economic uncertainty.
Equitable Q2 earnings fall on mortality spike, but sees reinsurance relief
Equitable executives say a new deal with Reinsurance Group of America will reduce the insurer’s exposure to unpredictable mortality swings.
Corebridge turns big annuity sales, new reinsurance deal into strong Q2
Corebridge Financial delivered the expected second-quarter financial performance from an annuity-focused company, amid a record-breaking quarter for annuity sales.
Apollo and Athene push for ‘the holy grail’: A reimagined defined benefit
Apollo Global Management celebrated a very strong second quarter, with assets under management rising to $840 billion.
Could AI help battered UnitedHealth turn around? CEO ‘very optimistic’
While use of artificial intelligence in health insurance remains controversial, UnitedHealth Group is full speed ahead on AI.
Agents vs. Algorithms? Why AI still needs human advisors in insurance
AI has become a leading buzzword in the insurance industry, but not all insurance companies are feeling the pressure or buying into the hype
SEC to court: Fine Jeffrey Cutter up to $700K, force disclosure of verdict
The Securities and Exchange Commission is recommending a fine of $300,000 to $700,000 for advisor-agent Jeffrey Cutter and Cutter Financial Group.
