The New Transamerica to Make New York Its HomeWill Fuller, a Lincoln Financial and Merrill Lynch veteran, will be the chief operating officer. Jun 17 26June 17, 2026Article at thinkadvisor.com
Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry. Jun 12 26June 12, 2026Article at thinkadvisor.com
Annuity Issuers' World Still Looks Great to Top GraderCarmi Margalit, an S&P ratings executive, said the companies are operating in one of the most stable sectors. Jun 10 26June 10, 2026Article at thinkadvisor.com
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options. Jun 10 26June 10, 2026Article at thinkadvisor.com
'Medicare' May Still Pay 89% of Promised Benefits if It Goes BrokeBut the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak. Jun 09 26June 09, 2026Article at thinkadvisor.com
LPL Faces Suit Over Clients' PHL Life and Annuity HoldingsThe plaintiffs say LPL advisors "intentionally left them in the dark" about the issuer's finances. Jun 08 26June 08, 2026Article at thinkadvisor.com
Continental General Acquires More Lindberg Company PoliciesThe acquirer now is handling 151,000 products sold by Global Bankers affiliates. Jun 04 26June 04, 2026Article at thinkadvisor.com
Two Democrats Lead in California Insurance Commissioner PrimaryOne has focused on property insurance; the other has introduced a health broker pay bill. Jun 03 26June 03, 2026Article at thinkadvisor.com
5 Insurers That Sold the Most MYGAs in Q1Two made up for a 36% year-over-year drop at the issuers that ranked in the top five in the first quarter of 2025. Jun 02 26June 02, 2026Article at thinkadvisor.com
Will Life Insurance Policies Be the New Annuities?Todd Buchanan wants advisors to think about the families of clients who have investments but no death benefits. May 29 26May 29, 2026Article at thinkadvisor.com
LTC Claimant Hit by Default Judgment Talks About the CaseThe demolition firm owner said he did not understand his long-term care benefits. May 28 26May 28, 2026Article at thinkadvisor.com
Tax Court Cites Life, Annuity Assets in 40% Penalty RulingThe judge found that a microcaptive arrangement was not adequately disclosed on the insured firm's tax return. May 26 26May 26, 2026Article at thinkadvisor.com
Should All Annuity Illustrations Assume a 5% Interest Rate?Using one arbitrary rate could keep the explanatory guides from looking like forecasts, a group told regulators. May 22 26May 22, 2026Article at thinkadvisor.com
Pacific Guardian Life to Acquire The Standard's Individual Annuities BusinessMeiji Yasuda owns both companies, and the deal could be a hint about what it will do next. May 21 26May 21, 2026Article at thinkadvisor.com
IRS Starts to Implement a Long-Term Care Insurance Tax IncentiveThe new guidance will help employers remind employees that old age happens. May 20 26May 20, 2026Article at thinkadvisor.com
Trust in Financial Institutions Boosts Retirement Account SalesA high level of trust in Social Security and other government programs doesn't have the same effect, researchers report. May 19 26May 19, 2026Article at thinkadvisor.com
Long-Term Care Claimant Was Working Full Time in Demolition, Transamerica SaysInvestigators watched the man walk into an Apple store and shop alone for 30 minutes at Costco. May 18 26May 18, 2026Article at thinkadvisor.com
Life and Annuity Issuers Add $346B to AssetsThe nest egg keepers now have about $6.1 trillion in their own portfolios. May 14 26May 14, 2026Article at thinkadvisor.com
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report. May 14 26May 14, 2026Article at thinkadvisor.com
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue. May 12 26May 12, 2026Article at thinkadvisor.com