Nearly one-quarter of U.S. adults (23%) are members of the Sandwich Generation, and this generation may be the next wave of America’s retirement crisis.
The “magic number” Americans believe they need to save for a comfortable retirement climbed to $1.46 million in 2026 – $200,000 more than last year and in line with 2024 estimates.
Shifting economic conditions — including higher interest rates, market volatility and increased regulatory scrutiny — are forcing companies to rethink how they design and manage annuity products, with a growing focus on so-called “all-weather” portfolios.
Eighty-eight percent of fleets reported they use telematics for safety, yet only 30% share their data with insurers, according to SambaSafety’s 2025 telematics report.
Older clients might still be a fit for life insurance.
Recent data from the Pew Research Center found that among adults under 49 without children, 47% say they never wants kids. But do they need life insurance?
Although 83% of Americans say they’re comfortable in talking about money with at least one person, most of them are silent when it comes to admitting financial struggles to others who are close to them, including family, friends and coworkers.
Social Security literacy is no longer optional for advisors; they must know the ins and outs of the program that is the foundation for Americans’ retirement security.
Middle-market and mass-affluent households are becoming increasingly important for providers and advisors as their wealth grows and they represent a $25 trillion market opportunity.
AI is falling short in helping insurance professionals establish a human connection.
Interim Connecticut Insurance Commissioner Joshua Hershman estimates that about 70% of PHL Variable Insurance Co. policyholders will be fully covered by state guaranty associations.