| Company | New 2013 Policies | New 2013 Annualized premiums ($M) | In-force Policies, 2013 | In-force Annualized premiums ($M), 2013 |
|---|---|---|---|---|
| Bankers Life and Casualty 1, 2 | 7,248 | $12.0 | 283,996 | $476.3 |
| Genworth Financial 3 | 53,974 | $133.8 | 1,209,869 | $2,508.8 |
| John Hancock Life Insurance 3 | 13,305 | $36.2 | 604,889 | $1,394.9 |
| Knights of Columbus 3 | 3,586 | $4.6 | 38,823 | $50.6 |
| Life Secure 1 | 4,459 | $7.2 | 26,560 2 | $31.9 2 |
| Mass Mutual Life 3 | 5,035 | $13.4 | 80,862 | $213.9 |
| MedAmerica Insurance Company 1 | 8,707 | $16.7 | 88,216 | $153.0 |
| Mutual of Omaha 3 | 20,795 | $46.6 | 148,516 | $303.6 |
| New York Life Insurance Company 1 | 5,631 | $16.3 | 137,626 | $235.8 |
| Northwestern Long Term Care Insurance Co. 1,2 | 27,933 | $67.9 | 197,373 | $477.6 |
| State Farm Mutual Automobile Ins. Co. 1 | 4,459 | $9.9 | 132,316 | $200.5 |
| Thrivent Financial 3 | 4,137 | $11.4 | 124,277 | $190.0 |
| Transamerica Life Insurance 1, 2, 3 | 11,104 | $23.8 | 261,673 | $479.5 |
1 Paid 2 Estimates 3 Issued Source: LifePlans Inc.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
