The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group ...

Three decades after the first insurance company tied a product return to an index, those now-fully mature indexed products continue to dominate sales, innovation and regulatory discussions. The allure ...

Lawsuits by disgruntled customers unhappy with the performance of their indexed universal life policy are nothing new. Insurance company defendants often allege greedy attorneys and overreaching ...

Despite working hard all their lives to save for their golden years, many retirees — even affluent retirees — tend to underspend after they’ve retired. Research shows that few are systematically ...

As people live longer, retirement is becoming much more challenging for financial advisors and their clients as they seek to optimize their “golden years,” enjoy continued good health and implement ...

With a key December hire in a newly created position, AmeriLife took the next step in its plan to grow annuity sales organically. Matthew Coleman brings nearly 30 years of industry experience to ...

Total U.S. annuity sales were $106.3 billion in the first quarter of 2025, level with the record set in first quarter 2024, according to results from LIMRA’s U.S. Individual Annuity Sales Survey. This ...

Along with a baffling rise in post-pandemic mortality rates that has insurers stymied, the number of Americans claiming disabilities has skyrocketed since 2020, adding another puzzling factor that ...

Now is the time to reshape the insurance industry’s business model and technology foundation, according to a Majesco white paper on trends impacting the future of insurance in 2025. “Insurance is ...

Independent insurance agents report unusually strong satisfaction with their carrier partners, especially on the commercial lines side. (AP Stock image) Independent insurance agents say they feel ...