Stop developing complicated product features, just for the sake of “innovating!”
{February 11th, 2026} by Sheryl J. Moore
Come ON, insurance companies! Help me out. Let’s stop developing complicated product features, just for the sake of “innovating!” I am a true believer in “blue ocean strategies,” but this is getting ridiculous… ARGH! (P.S. This message was brought to you by an established seller of indexed annuities.) -sjm Join in the LinkedIn discussion […]
Posted a meme and the comments started flying
{February 11th, 2026} by Sheryl J. Moore
This is a first for me. I will be joining a podcast with someone that has a negative perspective of annuities. I am not sure I will change any minds, but I am hopeful to provide an accurate perspective of what annuities can offer. I’ve asked that my good friend Tom Hegna join me, just […]
Corebridge Financial Announces Fourth Quarter and Full Year 2025 Results
{February 11th, 2026} by Corebridge Financial
HOUSTON–(BUSINESS WIRE)–Corebridge Financial, Inc. (“Corebridge” or the “Company”) (NYSE: CRBG) today reported financial results for the fourth quarter and full year ended December 31, 2025. “Corebridge delivered strong results in 2025, starting with a record $42 billion in sales of products that help our customers protect, grow and secure their wealth,” said Marc Costantini, President […]
CNO Financial Group Reports Fourth Quarter and Full Year 2025 Results
{February 11th, 2026} by CNO Financial Group, Inc.
CARMEL, Ind., Feb. 5, 2026 /PRNewswire/ — CNO Financial Group, Inc. (NYSE: CNO) today reported its fourth quarter and full year 2025 financial results: Achieved, and in most cases exceeded, all 2025 guidance metrics. Fourth quarter 2025 net income was $93 million, or $0.95 per diluted share, and net operating income(1) was $143 million, or $1.47 per diluted share. Full […]
F&G Annuities & Life Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
{February 11th, 2026} by F&G Annuities & Life, Inc.
DES MOINES, Iowa, Feb. 5, 2026 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG) (F&G), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, will release fourth quarter and full year 2025 earnings after the close of regular market trading on Thursday, February 19, 2026. A webcast and conference call to discuss […]
Fidelity National Financial Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
{February 11th, 2026} by Fidelity National Financial, Inc.
JACKSONVILLE, Fla., Feb. 5, 2026 /PRNewswire/ — Fidelity National Financial, Inc. (NYSE: FNF) (FNF), a leading provider of title insurance and transaction services to the real estate and mortgage industries and a leading provider of insurance solutions serving retail annuity and life customers and institutional clients through its majority-owned, publicly traded subsidiary F&G Annuities & Life, Inc. (NYSE: FG) […]
YouTube Star MrBeast Buys Financial Services Firm
{February 11th, 2026} by Cecilia D'Anastasio
YouTube star Jimmy “MrBeast” Donaldson acquired Step, a financial services company catering to young people, through his Beast Industries. Terms of the deal weren’t disclosed. Step provides savings and investment services, along with helping people under age 18 establish credit, according to its website. Read at Think Advisor Wink’s Moore on the Market: You may […]
Strategist Warns Against a Hidden Threat in Private Equity
{February 11th, 2026} by Allison Bell
A marketing consultant is warning colleagues about a danger that many might have missed: The possibility that big, rapidly growing private equity “rollups” could create invisible conflicts of interest. Peter Dziedzic talked about his concerns in a commentary posted earlier this week on LinkedIn. Read at Think Advisor Wink’s Moore on the Market: I am […]
Allianz Life Launches Fixed Index Annuity Content on Interactive Tool
{February 11th, 2026} by Allianz Life
MINNEAPOLIS – Feb. 5, 2026 – Financial professionals who sell select fixed index annuities (FIAs) for Allianz Life Insurance Company of North America (Allianz Life) can now use a new digital tool to create customized, interactive presentations to help educate their clients about FIAs. The tool, powered by the EnsightTM technology platform, helps financial professionals show the […]
Corebridge Financial powers through executive shakeup with big sales
{February 11th, 2026} by John Hilton
Corebridge Financial is counting on steady and strong sales to muscle the company through a period of intense transition. CEO Marc Costantini ran his first quarterly call with Wall Street analysts Tuesday, in what was Chief Financial Officer Elias Habayeb’s final call. Read at INN
Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group’s Newest Partners
{February 11th, 2026} by Simplicity Group
SUMMIT, N.J., Feb. 10, 2026 /PRNewswire/ — Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Wholehan Marketing (“Wholehan”), a brokerage general agency offering a diverse suite of financial products across life, annuity, DI, LTC and advanced market support with offices in Tampa, FL and Toledo, […]
American Life Expands Product Offerings into Alabama
{February 11th, 2026} by American Life
LINCOLN, Neb., Feb. 4, 2026 /PRNewswire/ — American Life & Security Corp., a growing carrier in the annuity and retirement space, announced today it has expanded to Alabama, offering its flexible retirement products to residents of the state. Following American Life’s recent expansion into New Hampshire, Washington and Alaska, this new approval brings the company’s total footprint to 29 […]
Symetra Launches New Chapter of ‘Plan Well, Play Well’ Campaign With Sue Bird
{February 11th, 2026} by Symetra
BELLEVUE, Wash.–(BUSINESS WIRE)–Symetra Life Insurance Company has launched new consumer marketing with fresh episodes of its “Plan Well, Play Well” social content series featuring sports icon and longtime Symetra brand ambassador Sue Bird. As Sue continues to explore how to live her best life in retirement with help from Symetra and maybe pick up a […]
Principal Financial Group Announces Full Year and Fourth Quarter 2025 Results as Well as 2026 Outlook
{February 11th, 2026} by Principal Financial Group
DES MOINES, Iowa–(BUSINESS WIRE)–Principal Financial Group® (Nasdaq: PFG) announced results for full year and fourth quarter 2025. Diluted earnings per common share 2025 4Q25 Net income attributable to PFG (in millions) 2025 4Q25 Net income attributable to PFG $5.25 $2.32 Net income attributable to PFG $1,185 $517 Non-GAAP net income attributable to PFG, excluding […]
Best’s Review Highlights What’s Needed for Tomorrow’s Insurance Professionals
{February 11th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–The February issue of Best’s Review examines the state of insurance education: “Learning Curve: Our Readers Identify Gaps in Insurance Education” features insight from industry professionals on how academic institutions can better prepare tomorrow’s insurance workforce. “Survey Said…” shares perspectives from Best’s Review readers on how to move the industry forward. “Academics Say Future of Insurance Education […]
AM Best Affirms Credit Ratings of Prudential Financial, Inc. and Its Life/Health Subsidiaries
{February 11th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of the life/health insurance subsidiaries of Prudential Financial, Inc. (PFI) (Newark, NJ) [NYSE: PRU], collectively referred to as Prudential. Concurrently, AM Best has affirmed the Long-Term ICR of “a-” (Excellent) of […]
Half of Retirees Fear Running Out of Money as Pressures on U.S. Retirement Security Intensify, MetLife Research Finds
{February 11th, 2026} by MetLife
NEW YORK–(BUSINESS WIRE)–Persistent, rising healthcare costs coupled with longer lifespans are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study. Among pre-retirees aged 50–75 who are within five years of retirement and are currently enrolled in an employer’s defined contribution (DC) plan, 58% worry about running out […]
Prosperity Life Group Appoints Nick Volpe as Chief Technology Officer
{February 11th, 2026} by Prosperity Life Group
NEW YORK–(BUSINESS WIRE)–Prosperity Life Group today announced the appointment of Nick Volpe as Chief Technology Officer. Volpe brings a distinguished background in technology leadership and has extensive experience modernizing platforms in the fixed-indexed annuities sector and driving enhanced customer experience, data, and digital solutions. Volpe will report directly to Michael Ferik, Chief Executive Officer. Volpe […]
Arthur J. Gallagher & Co. Acquires 3D Advisors Inc
{February 11th, 2026} by Arthur J. Gallagher & Co.
ROLLING MEADOWS, Ill., Feb. 3, 2026 /PRNewswire/ — Arthur J. Gallagher & Co. today announced the acquisition of Shelby Township, Michigan-based 3D Advisors Inc. Terms of the transaction were not disclosed. 3D Advisors is a brokerage general agency providing life insurance, annuity and long-term care solutions for financial advisors. Jim DiDonato, Matt Dib, Chuck Dib and their […]
He Bought an Annuity at 25. Here’s What It Looks Like 15 Years Later
{February 11th, 2026} by AJ Fabino
When one Reddit user reviewed a financial decision he made at 25, he didn’t like what he found. In 2009, he invested $35,000 into a variable annuity after being told it offered a “guaranteed” 6% income base and long-term security. Read at Yahoo!Finance Wink’s Moore at the Market: I am not even going to […]
Finseca & IAQFP Announce Unification to Strengthen Financial Planning
{February 11th, 2026} by Finseca
WASHINGTON, Feb. 4, 2026 /PRNewswire/ — Today, Finseca and the International Association of Qualified Financial Planners (IAQFP) announced their merger. “I’m so grateful for Paul and the IAQFP’s leadership for their efforts to unify the Financial Planning designations. We know that when consumers have a holistic financial plan, they get better outcomes. But we also know […]
Corebridge reports 2025 loss but lifts dividend
{February 11th, 2026} by Mav Rodriguez
Corebridge Financial, Inc. has reported its full-year 2025 results, highlighting higher shareholder returns and increased sales even as the company posted a full-year net loss. The company said its board approved a quarterly dividend of $0.25 per share, up by one cent, payable on March 31, 2026, to shareholders on record as of March 17. […]
Where Annuities Fit When You’re Selling Up and Selling Down
{February 11th, 2026} by Bryce Sanders
When insurance agents need new clients, there are many ways to prospect. One of the most attractive options is getting referrals from current clients. Current clients can do all the heavy lifting, delivering an interested prospect to your door. Another good strategy is introductions. They put you in front of a potential prospect. You connect […]
Prudential Sells More Fixed Annuities, Fewer RILAs
{February 11th, 2026} by Allison Bell
Prudential Financial has been selling more fixed annuities and fewer registered index-linked annuities. Sales of the company’s FlexGuard family RILAs fell to $1.7 billion in the fourth quarter of 2025, from $2.5 billion in the fourth quarter of 2024. Read at Think Advisor
Apollo CEO Questions Many Annuity Issuers’ Investments
{February 11th, 2026} by Allison Bell
Some regulators, rating analysts and advisors have wondered if the “alternative asset managers” moving into the life insurance and annuity sector know what they’re doing. Marc Rowan, the co-founder and CEO of Apollo Global Management, questions whether all of the executives at competing life and annuity issuers are investing in assets that can support the […]
House Passes Bill That Could Help Annuity Issuers Fend Off Fed
{February 11th, 2026} by Allison Bell
The U.S. House passed a bill Monday that could help especially big or important life insurance and annuity issuers fend off Federal Reserve Board supervision. Lawmakers agreed by a voice vote to send H.R. 3682, the Financial Stability Oversight Council Improvement Act of 2025, to the Senate. Read at Think Advisor
Planning for a retirement that could last to age 100
{February 11th, 2026} by Ayo Mseka
Half of the respondents to a survey from Corebridge Financial think it is possible they could live to be 100. To help prepare for such an occurrence, the latest Corebridge study, “Living and Funding Longer Lives,” offers some action steps that individuals can take as they plan not just for longevity but also for a […]
Annuity check fraud: What advisors should tell clients
{February 11th, 2026} by Anna Baluch
Annuity checks can help support a client’s retirement but only when they’re able to access the funds. “It may seem old-fashioned in the age of AI, but check fraud is once again in vogue—and annuity checks are no exception,” said Diana Rothfuss, director of Global Strategy and Innovation, Risk, Fraud & Compliance Solutions at SAS. […]
Insurance Professionals Comment on Kyle Busch Case
{February 11th, 2026} by Editorial Staff
Several insurance professionals shared their views on the indexed universal life (IUL) policies that are at the center of the complaint filed by Kyle and Samantha Busch against Pacific Life Insurance Company and insurance agent Rodney A. Smith in U.S. District Court in North Carolina. Read at RIJ Sheryl Moore, Winkintel.com While all of […]
Integrity Announces Wealth Industry Expert Chris Cassidy as Senior Vice President, Integrity Wealth
{February 11th, 2026} by Integrity Marketing Group, LLC
DALLAS – FEBRUARY 4, 2026 – Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced that Christopher Cassidy has joined its Wealth division as Senior Vice President of Integrity Wealth. A seasoned wealth management leader with deep and valuable understanding of the […]
‘Solo Agers’ Need More Support
{February 11th, 2026} by Lilah Raynor
A growing share of Americans are entering later life without a spouse or partner, including people who are single by choice, divorced, widowed or geographically separated from family. Increasingly, solo aging reflects intention as much as circumstance. Rather than signaling isolation or decline, it can represent a preference for autonomy, flexibility and self-directed decision-making across […]
KBRA Releases Research – Private Credit: From Acquisitions to Partnerships—Asset Managers’ Growing Role With Life/Annuity Insurers
{February 11th, 2026} by KBRA
NEW YORK–(BUSINESS WIRE)–KBRA releases new research examining the intersection of life/annuity insurers with asset managers. In early 2022, KBRA highlighted the challenges faced by insurers and the different solutions offered by private equity and alternative asset managers (PE/AAM), as well as the resulting growth in mergers and acquisitions (M&A) and reinsurance activity. Activity during that […]
Terry Savage: Making sense of annuity pitches
{February 10th, 2026} by Terry Savage, Tribune Content Agency
A decade ago, the insurance industry made a huge annuity sales pitch to pre-retirees, offering them “variable” or “indexed” annuities with potential stock market growth — and typically with an attached rider promising future income. Now, in most cases, despite the huge gains in the stock market, the income portion is worth far more than […]
“Bad” annuities
{February 3rd, 2026} by Sheryl J. Moore
Interested to know… How many people think that “bad annuities” will not be approved by an insurance commissioner? Join in the discussion on LinkedIn, click here.
Corebridge Is 2nd Carrier in 2 Weeks to Add Bitcoin Index to FIAs
{February 3rd, 2026} by Cyril Tuohy
Indexed annuities don’t permit the contract holder to directly invest in the index but instead earn interest based on the performance of the index up to a limit, said industry analyst Sheryl Moore, CEO of Wink, publisher of Wink’s Sales & Market Report, which tracks annuities. So, adding these index options doesn’t amount to direct investment in […]
Kyle Busch’s Crash Course in IUL
{February 3rd, 2026} by Kerry Pechter
Did anyone wave a yellow caution flag at NASCAR legend Kyle Busch in 2017 before he and his wife, Samantha, bought a pair of multi-million-dollar Pacific Life indexed universal life insurance (IUL) policies that promised them almost $800,000 a year in tax-free retirement income? Read at RIJ
Prosperity Life Group Appoints Industry Veteran Rona Guymon as President, Retail Life and Annuity
{February 3rd, 2026} by Prosperity Life Group
NEW YORK–(BUSINESS WIRE)–Prosperity Life Group today announced the appointment of Rona Guymon as President, Retail Life and Annuity. In this newly created role, Guymon will lead the company in pursuit of its primary strategic goal – to grow its retail life and annuity business. She will head all retail distribution, including national accounts and marketing […]
Western & Southern Ranks Second in J.D. Power 2025 U.S. Individual Annuity Stud
{February 3rd, 2026} by Western & Southern Financial Group
CINCINNATI, Jan. 29, 2026 /PRNewswire/ — Western & Southern Life ranked second in the J.D. Power 2025 U.S. Individual Annuity Study, a national benchmark of customer satisfaction in the individual annuity market. The annual J.D. Power study measures customer experiences across eight core dimensions: trust, value for price, ability to get service, ease of doing business, people, product offerings, […]
The shift toward holistic retirement planning
{February 3rd, 2026} by John Forcucci
When it comes to planning for retirement, clients aren’t buying products anymore. They’re buying outcomes. That may sound like a subtle shift, but it’s seismic. For decades, retirement conversations were built around a familiar menu of options: a life insurance policy, an annuity, maybe some managed money in the mix. Each item did its job, […]
Is There A Relevance Crisis With Life Insurance?
{February 3rd, 2026} by Luca Russignan
Despite USD $83.5 trillion about to change hands in the largest wealth transfer in human history, life insurance is losing ground with the generation poised to inherit it. According to Capgemini’s World Life Insurance Report 2026, millennials and Gen Z are expected to inherit an average of $106,000 each. And when we asked them where they’d invest […]
Hybrids will lead the way in product trends for 2026
{February 3rd, 2026} by Rayne Morgan
Industry experts believe both a shift in the average American consumer’s behavior and technological advancements will drive innovation in life insurance and annuity products in 2026. While LIMRA maintains that more mainstream products such as registered index-linked annuities and indexed universal life will continue to see growth and innovation in the months ahead, industry leaders […]
Nationwide celebrates 100 years of protecting what matters most
{February 3rd, 2026} by Nationwide
COLUMBUS, Ohio – Nationwide, one of the largest and most diversified insurance and financial services companies in the United States, is celebrating its 100th anniversary in 2026. To mark the milestone, Nationwide CEO Kirt Walker has shared a letter reflecting on the company’s historic “firsts,” its impact on customers and communities, and his gratitude to the […]
When Private Equity Owns Both Sides of Your Transaction
{February 3rd, 2026} by Peter Dziedzic
‘We’re not just watching private equity invest in carriers. We’re watching capital buy carriers, distribution, advisor platforms, and the technology layer, all at the same time,’ warns the president and general counsel of the Life Insurance Strategies Group. Read at RIJ
Pacific Life’s Motion to Dismiss the Busch’s Suit: Excerpts
{February 3rd, 2026} by Editorial Staff
On January 22, 2026, Pacific Life’s attorneys, Carlton Fields in Washington, D.C. and Parker Poe Bernstein Adams & Bernstein in Raleigh, NC, filed a motion to dismiss Kyle and Samantha Busch’s complaint against Pacific Life in U.S. District Court, Western District of North Carolina, Statesville Division. Read at RIJ
How the ‘Harkin Amendment’ Enabled the ‘Bermuda Triangle’
{February 3rd, 2026} by Kerry Pechter
My bias regarding the Bermuda Triangle’ was confirmed when I read “The Law of Capitalism” (Yale, 2025) and “The Code of Capital” (Princeton, 2019) by Columbia law professor Katharina Pistor. Assets are legal constructs, her books explain. Read at RIJ
Americans Grow More Risk Averse and Financially Stressed, New F&G Survey Finds, as Affordability Pressures Threaten Retirement Preparedness
{February 3rd, 2026} by F&G Annuities & Life, Inc.
DES MOINES, Iowa, Jan. 28, 2026 /PRNewswire/ — American investors1 are becoming increasingly risk averse as affordability pressures erode financial confidence and reshape retirement planning, according to a new survey from F&G Annuities & Life, Inc. (NYSE: FG) (F&G), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients. F&G’s sixth annual […]
Guardian Recognized by DALBAR for Annuity Customer Service Excellence for 9th Consecutive Year
{February 3rd, 2026} by Guardian
MARLBOROUGH, Mass., Jan. 28, 2026 /PRNewswire/ — For the ninth consecutive year, The Guardian Life Insurance Company of America® (Guardian) has been recognized with the DALBAR Annuity Service Award. This award, presented by DALBAR, the leading auditor of the customer service experience within the financial services industry, recognizes those who have demonstrated dedication to providing outstanding customer service support to […]
More than Half of Recent Retirees Have Regrets About How They Saved for Retirement
{February 3rd, 2026} by Nationwide
COLUMBUS, Ohio, Feb. 3, 2026 /PRNewswire/ — For millions of Americans who retired in the last five years, the transition from earning a paycheck to living off savings brings an uncomfortable reality check: many wish they did things differently, according to a new Advisor Authority study, powered by the Nationwide Retirement Institute. More than half (55%) of recent retirees (those […]
Pacific Life and Selerix Launch Digital ‘Evidence of Insurability’ Integration
{February 3rd, 2026} by Pacific Life
NEWPORT BEACH, Calif.–(BUSINESS WIRE)–Pacific Life’s Workforce Benefits business today announced a new Evidence of Insurability (“EOI”) API integration with Selerix, a leading provider of cloud-based benefits administration solutions. This enhanced connection enables employees to complete EOI applications directly within the enrollment process and receive near real-time decisions, with automatic updates via the Selerix portal – […]
Ameriprise Financial Reports Fourth Quarter and Full Year 2025 Results
{February 3rd, 2026} by Ameriprise Financial, Inc.
MINNEAPOLIS–(BUSINESS WIRE)–Ameriprise Financial, Inc. (NYSE: AMP): Earnings Per Diluted Share Return on Equity, ex AOCI (1) Q4 2025 FY 2025 Q4 2025 GAAP $10.47 $36.28 GAAP 49.1% Adjusted Operating $10.83 $39.29 Adjusted Operating 53.2% Fourth quarter adjusted operating earnings per […]
Strategist Warns Against a Hidden Threat in Private Equity
{February 3rd, 2026} by Allison Bell
A marketing consultant is warning colleagues about a danger that many might have missed: The possibility that big, rapidly growing private equity “rollups” could create invisible conflicts of interest. Peter Dziedzic talked about his concerns in a commentary posted earlier this week on LinkedIn. Read at Think Advisor
Ameriprise Sees a ‘Competitive’ Advisor Recruitment Market
{February 3rd, 2026} by Allison Bell
Executives at Ameriprise Financial think that great advisors are still difficult to attract and keep. James Cracchiolo, the company’s chief executive officer, talked to securities analysts about the advisor supply last week, during a conference call the company held to go over earnings for the fourth quarter of 2025 with securities analysts. Read at Think […]
Annuities: A key tool in battling inflation
{February 3rd, 2026} by Brian Kunkel
For decades, inflation was a theoretical “x-factor” in financial models—a modest 2% drag that most portfolios could outpace with a standard 60/40 allocation. But the economic volatility of the mid-2020s has transformed inflation from a background noise into a permanent fixture of the retirement conversation. Read at INN
$80k surrender charge at stake as Navy vet, Ameritas do battle in court
{February 3rd, 2026} by John Hilton
A retired Navy veteran and his wife are awaiting a court ruling on the fate of $80,000 in surrender charges tied to an equity-linked annuity bought from Ameritas. Andrew and Jennifer Johnson sued Ameritas Mutual Holding Co., Ameritas Life Insurance Co., and broker Allison Terlip. The case is being heard in the District Court for […]
Life insurance application activity hits record growth in 2025, MIB reports
{February 3rd, 2026} by Staff Reports
Life insurance application activity closed the year up 22% in December, the MIB Life Index reported, helping 2025 set a record for growth. Application activity grew 6.8% in one year, 6.7% compared to 2023, and 9.8% compared to 2022, the MIB 2025 Annual Report found. It represented the highest total volume of annual application activity […]
John Hancock looks to new AI underwriting tool to slash processing time
{February 3rd, 2026} by Rayne Morgan
One of the newest Gen-AI powered underwriting tools to enter the market promises to cut down preliminary processing times from about one day to just 15 minutes, saving agents time and improving customer experience. Quick Quote is the most recent AI tech tool to spring from John Hancock/Manulife’s innovation team, a global leader in the field. “There’s […]
Court fines Cutter Financial $100,000, requires client notice of guilty verdict
{February 3rd, 2026} by John Hilton
A Massachusetts judge fined Jeffrey Cutter $50,000 and Cutter Financial Group $100,000 today for an Advisors Act violation involving the sale of fixed indexed annuities. On April 23, a Massachusetts jury determined that Cutter and CFG violated Section 206(2) of the Investment Advisers Act of 1940. Section 206(2) bars advisors from engaging “in any transaction, […]
Another large policyholder asks court to intervene on PHL liquidation
{February 3rd, 2026} by John Hilton
Update: Tuesday afternoon, Judge Daniel J. Klau scheduled a status conference for Feb. 10 at 2:30. The rehabilitator “shall be prepared to update the court regarding the status of plans for an orderly liquidation of the Companies,” Klau’s order states. “Although this status conference is not a hearing on recently filed motions seeking emergency relief, the […]
Judge orders Greg Lindberg to pay $526 million to policyholders
{February 3rd, 2026} by John Hilton
A North Carolina judge ordered Greg Lindberg to pay $526 million to long-suffering policyholders. The order followed a civil trial held on Friday. Wake County Superior Court Judge Graham Shirley oversaw the trial to determine the amount of financial damages Lindberg and his companies owed to insurers they were found to have defrauded. Read at […]
Life Insurance Company of the Southwest hit with renewed lawsuit over ‘fraudulent sham’ index
{February 3rd, 2026} by Kenneth Araullo
Life Insurance Company of the Southwest, an affiliate of National Life Insurance Co., is facing a renewed lawsuit over allegations of misleading sales practices tied to indexed universal life products. The complaint, filed in the United States District Court for Vermont, claims the insurer provided materials that failed to accurately represent the index used in […]
Retirement Income Journal’s Bulletin Board
{February 3rd, 2026} by Editorial Staff
Sale of PHL Variable blocks ‘no longer feasible’; Delaware Life FIA now offers a Bitcoin crediting method; Corebridge FIA also includes ‘modest’ exposure to Bitcoin; Ratings of insurers involved in 777 controversy are downgraded. Read at RIJ
Knighthead’s big move — With Ed Massaro
{February 3rd, 2026} by Paul Feldman
Knighthead Life enters the U.S. annuity market with a rare advantage: deep experience but no legacy baggage. After years of building a strong international annuity business and a disciplined reinsurance operation, the company acquired a clean, fully licensed platform and built modern systems from the ground up. The result is a lean, technology-forward carrier, built […]
Integrity Partners with The Disruption Group to Drive Growth and Elevate Best-in-Class Client Services
{February 3rd, 2026} by Integrity Marketing Group, LLC
DALLAS, Jan. 29, 2026 /PRNewswire/ — Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with The Disruption Group, an independent marketing organization based in Denver, Colorado, and led by Easton Padden. Financial details of the partnership were not disclosed. The Disruption Group […]
Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise
{February 3rd, 2026} by Simplicity Financial Marketing Group Holdings, Inc.
SUMMIT, N.J., Feb. 2, 2026 /PRNewswire/ — Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Indianapolis-based Source Brokerage, LLC (“Source Brokerage”), a DI-specialist BGA. With this transaction, Simplicity welcomes Steve Crowe as its newest partner, further strengthening Simplicity’s national disability insurance (DI) […]
Bond ETFs Show Up (Occasionally) on Annuity Issuer Asset Lists
{February 3rd, 2026} by Allison Bell
Clients and their advisors have learned that annuities are like blue cheese: Too stinky for some retirement savers who have spent too much time with the priests of the Temple of the Diversified Portfolio, but irresistible for retirement savers with the right palate. Marketers have discovered that exchange-traded funds are like financial peanut butter: Irresistible […]
Key person life insurance keeps small businesses afloat
{February 3rd, 2026} by Keith Wallace
Small-business owners are no strangers to risk. From the economy’s ups and downs to unforeseen operational challenges, the path to success in the world of small business can seem uncertain or even dangerous. However, one often-overlooked risk is the potential loss of key employees or owners whose expertise, leadership or client relationships are difficult or […]
