Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations.
DFO Management is in advanced talks to acquire the Tampa-based insurance brokerage at a premium to its current market value.
Lincoln Financial data finds 78% of families have skipped the coverage conversation, creating costly blind spots advisors can help close.
LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients.
A new ACLI survey finds most middle-class Americans plan to rely on Medicare for long-term care, but that’s not covered!
Atlanta-based retirement income firm expands its annuity acquisition strategy with the purchase of Eric Rudd's Senior Insurance Services book of business.
Insurance brokerage and consulting firm has roughly $3 billion in annual revenue and serves midsize businesses across the US.
LIMRA data shows clients are gravitating toward whole life and variable universal life as demand for guaranteed and market-linked coverage grows.
Mark Walter flips the Lakers after a year of ownership as federal regulators investigate his insurance and annuity firms.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Barnum Financial Group on why consistent lead flow, better follow-up and disciplined growth can change how advisors run their practice.
US life insurance new premium hit $4.7B in Q2 2026, up 3%, with whole life and VUL leading gains, LIMRA data reveals.
A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.
New LIMRA data show most pre-retirees seek protected retirement income yet lack updated plans, exposing an advice and adoption gap.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
New research tests 10,000 market scenarios and finds a hybrid annuity-withdrawal strategy consistently outperforms pure approaches for retirees.
Mercer survey points to a credit cycle insurers see as mature, risky and worth navigating anyway.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
