Wink, Inc. Releases Second Quarter, 2026 Life Sales Results
{September 9th, 2026} by Wink's Press Release
— FOR IMMEDIATE DISTRIBUTION — NEWS RELEASE SECOND QUARTER SHOWS GROWTH ACROSS ALL LIFE INSURANCE SALES Wink, Inc. Releases Second Quarter, 2026 Life Sales Results Des Moines, Iowa. September 8, 2026– Wink, Inc. released the second quarter, 2026 life sales results in its 116th edition of Wink’s Sales & Market Report. Wink’s Sales & Market Report is the insurance industry’s #1 resource for life insurance sales data since 1997. All life insurance sales for the first quarter were over $3.1 billion; up 6.5% compared to the previous quarter and up 6.4% compared to […]
Second Quarter, 2026 Life Sales
{September 9th, 2026} by Sheryl J. Moore
View Second Quarter, 2026 Life Insurance Sales and Market Trends and visit our Data HQ for additional sales metrics! -sjm
Moore on the Market 9/9/2026
{September 9th, 2026} by Sheryl J. Moore
Good morning! Here’s the latest life/annuity product news, delivered FREE to your inbox… -sjm ANNUITY 09/08/26: American National Insurance Company intro’d their new Smart Start Accumulator 5-Year and the Smart Start Accumulator Plus 5-Year indexed annuities. Where the original 10-year Smart Start Accumulator Plus (2025) came with a sizeable premium bonus of 21%, the bonus version of this […]
Fidelity National Financial CEO Mike Nolan and CFO Tony Park to Speak at the 2026 Barclays Global Financial Services Conference
{September 9th, 2026} by Fidelity National Financial, Inc.
JACKSONVILLE, Fla., Sept. 8, 2026 /PRNewswire/ — Fidelity National Financial, Inc. (NYSE: FNF) (FNF), today announced that Mike Nolan, Chief Executive Officer, and Tony Park, Chief Financial Officer, will participate in a fireside chat at the Barclays Global Financial Services Conference on Tuesday, September 15, 2026 at approximately 2:45 pm Eastern Time. The fireside chat will be available […]
Equitable expands SCS Premier with industry’s first bitcoin-linked RILA investment option
{September 9th, 2026} by Equitable
NEW YORK–(BUSINESS WIRE)–Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced enhancements to its variable annuity portfolio, Structured Capital Strategies®(SCS), which includes the first bitcoin-linked index investment option available within a registered index-linked annuity. “Equitable pioneered the first index-linked annuity in 2010, and continues to lead the way as client […]
Transamerica Strengthens Retirement Distribution Leadership for Next Phase of Growth
{September 9th, 2026} by Transamerica
BALTIMORE, Sept. 3, 2026 /PRNewswire/ — Transamerica announced two strategic additions to its Retirement Distribution leadership team today as the company continues to build on strong momentum and invest in its next phase of growth. The appointments enhance the company’s ability to meet the evolving needs of employers, advisors and retirement savers through industry-leading expertise and client-focused […]
F&G Annuities & Life CEO & President Conor Murphy and CFO Michael Bailey to Speak at the 2026 Barclays Global Financial Services Conference
{September 9th, 2026} by F&G Annuities & Life, Inc.
DES MOINES, Iowa, Sept. 8, 2026 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG) (F&G) today announced that Conor Murphy, CEO & President, and Michael Bailey, EVP, Chief Financial Officer, will participate in a fireside chat at the Barclays Global Financial Services Conference on Monday, September 14, 2026 at 9:45 am Eastern Time. The fireside chat will […]
AM Best Affirms Credit Ratings of Farmers New World Life Insurance Company and Farmers Reinsurance Company
{September 9th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a+” (Excellent) of Farmers New World Life Insurance Company (FNWL) (Bellevue, WA). At the same time, AM Best has affirmed the FSR of A (Excellent) and the Long-Term ICR of “a” (Excellent) of […]
AM Best Affirms Credit Ratings of Sammons Financial Group, Inc. and Its Subsidiaries
{September 9th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of Midland National Life Insurance Company (Midland National) and North American Company for Life and Health Insurance (North American) (both domiciled in West Des Moines, IA). In addition, AM Best has affirmed […]
AM Best Affirms Credit Ratings of Zurich Insurance Group Ltd and Its Main Rated Subsidiaries
{September 9th, 2026} by AM Best
LONDON–(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 main rated insurance subsidiaries of Zurich Insurance Group Ltd (Zurich) (Switzerland). At the same time, AM Best has affirmed the Long-Term ICR of “a+” (Excellent) of Zurich (a non-operating holding […]
Lincoln Financial Research Finds 78% of Families Haven’t Discussed Life Insurance
{September 9th, 2026} by Lincoln Financial Group
RADNOR, Pa.–(BUSINESS WIRE)–For September’s Life Insurance Awareness Month, Lincoln Financial has released new research that outlines key conversations adult children and aging parents may not be having related to coverage and family financial conversations. According to Lincoln Financial’s Consumer Sentiment Tracker, 78% of families surveyed have not had an in-depth conversation about life insurance. Additionally, 60% of […]
AM Best Removes From Under Review With Developing Implications and Affirms Credit Ratings of Mountain Life Insurance Company
{September 9th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has removed from under review with developing implications and affirmed the Financial Strength Rating of B- (Fair) and the Long-Term Issuer Credit Rating of “bb-” (Fair) of Mountain Life Insurance Company (Mountain Life) (headquartered in Lexington, KY). The outlook assigned to these Credit Ratings (ratings) is stable. The ratings reflect Mountain Life’s […]
AM Best Affirms Credit Ratings of Sammons Financial Group, Inc. and Its Subsidiaries
{September 9th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of Midland National Life Insurance Company (Midland National) and North American Company for Life and Health Insurance (North American) (both domiciled in West Des Moines, IA). In addition, AM Best has affirmed […]
Integrity and Mosaic Partner to Expand and Enhance Agent Growth and Client Experience with AI-First Technology
{September 9th, 2026} by Integrity Marketing Group, LLC
DALLAS, Sept. 2, 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 Mosaic Health and Life Insurance Services (“Mosaic”), an independent marketing organization based in San Jose, California, and led by Ryan Dorigan. Financial details of the partnership […]
And me raising my eyebrow even more?
{September 9th, 2026} by Sheryl J. Moore
Suze Orman says your clients’ annuity guarantee are ‘only as good as’ the insurer’s balance sheet. She’s right. Read: Suze Orman says your annuity guarantee is ‘only as good as’ the insurer’s balance sheet — here’s why And in fact, every annuity specifically states that “the guarantees in [this] contract are only as good as […]
You can get all of the deets at Wink’s DataHQ:
{September 9th, 2026} by Sheryl J. Moore
Did I mention that Wink, Inc. released annuity sales? You can get all of the deets at Wink’s DataHQ: https://www.winkintel.com/analysis-tools/data-hq/ -sjm
US annuity sales hit $121 billion in second quarter to drive new first-half high
{September 9th, 2026} by Leo Almazora
LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients. Read at InvestmentNews
Revol One Financial® Expands the Annuity Market with Launch of BreakThrough Annuity Account™ MYGA
{September 9th, 2026} by Marketing Department 360
URBANDALE, IA, UNITED STATES, September 8, 2026 /EINPresswire.com/ — Revol One Financial® today announced the launch of BreakThrough Annuity Account, an innovative Multi-Year Guarantee Annuity (MYGA) designed specifically for non-qualified funds and built to expand how consumers think about guaranteed growth solutions. Designed for after-tax assets, BreakThrough Annuity Account opens the annuity market to a new kind […]
The best and worst US states to retire in, ranked
{September 9th, 2026} by James LaForge and Roya Shahidi
Retirement is full of decisions, and the state you choose to retire in could be the most important one. A recent WalletHub study pitted the 50 states against one another across three main categories — affordability, quality of life, and healthcare — to determine the best places for retirement. read at Business Insider
New Bill Requires SEC to Create Life Insurance, Annuity Registration Form
{September 9th, 2026} by Melanie Waddell
A bill introduced Wednesday would require the Securities and Exchange Commission to create registration forms for registered index-linked life insurance, contingent deferred annuities or other registered non-variable insurance contracts. Read at Think Advisor
Wink Sees 2.4% drop in Q2 individual annuity sales [compared to same period last year]
{September 9th, 2026} by Allison Bell
Insurers like selling [structured] registered index-linked annuities (RILA) a lot more than they like selling multi-year guaranteed annuities right now. Sales of RILA contracts — which are variable products and need not protect a purchaser’s principal — increased to $22 billion in the second quarter, up 21% from the total in the second quarter […]
Sentinel Security Life’s Parent Agrees to Divest a Stake in a Soccer Club in Brazil
{September 9th, 2026} by Allison Bell
A-Cap — the parent of Sentinel Security and Atlantic Coast Life — said Thursday that it has agreed to divest a stake in a soccer club in Rio de Janeiro for a price that was not disclosed. The Miami-based company said it agreed to divest the stake in Vasco da Gama Sociedade Anônima do Futebol […]
NAIC working group pressed to accelerate annuity illustration overhaul
{September 9th, 2026} by John Hilton
The Life Insurance and Annuities Illustrations Working Group has been nibbling around the edges of annuity illustration reforms for months. During a Tuesday meeting, Iowa Insurance Commissioner Doug Ommen urged regulators to take a much bigger bite. Ommen joined a scheduled conference call to deliver a stern message from the parent Life Insurance and Annuities […]
Majority of Americans wish they had life insurance sooner, new data shows
{September 9th, 2026} by Emily Burris
PORTLAND, Ore. (KOIN) – Industry experts say most Americans know they should have life insurance, but new research shows that knowing and doing are two very different things. In fact, 72% of Americans wish they had started protecting their family sooner. Read at Yahoo! Finance
It’s September. You know what that means.
{September 9th, 2026} by Susan Rupe
I’ve often thought that September — and not January — should be the first month of a new year. September is the month when everything ramps up after the lazy days of summer. Vacation time is over. School is in full swing. People get serious about their work after three months of saying, “Let’s circle […]
Turning awareness into action during Life Insurance Awareness Month
{September 9th, 2026} by David Levenson
September is Life Insurance Awareness Month — a fitting time to reflect on the progress our industry has made in reaching consumers about their life insurance needs and the work that still lies ahead. For more than 15 years, LIMRA’s Insurance Barometer Study has tracked how Americans think about life insurance. This year’s findings are […]
Magnifact Launches IRI Digital First for Annuities Platform at The Standard with Financial Independence Group as the Inaugural Distribution Partner
{September 9th, 2026} by Magnifcat
CHICAGO, Sept. 1, 2026 /PRNewswire/ — Magnifact®, a pioneer in DataIntelligent℠ solutions for the insurance industry, today announced the successful production deployment of its AgentVizion™ API Services platform at The Standard, a leading provider of workplace benefits, connecting Financial Independence Group (FIG) as the carrier’s inaugural distribution partner through the Insured Retirement Institute’s (IRI) Digital First for Annuities […]
Ebix Launches Ebix Meridian, a New Operating Platform for U.S. Financial Advisory Firms
{September 9th, 2026} by Ebix
JOHNS CREEK, Ga., Sept. 8, 2026 /PRNewswire/ — Ebix, Inc. today announced the launch of Ebix Meridian, a new operating platform for independent U.S. advisory firms built on the foundation of Ebix MoneyWare, the company’s wealth and asset management platform used by more than 300 financial institutions across 17 countries. Ebix Meridian brings client management, financial planning, private markets and insurance […]
Here we go again… they are really ramping up!
{September 9th, 2026} by Sheryl J. Moore
About that lawsuit that alleges an insurance company reduced the inforce rates/caps on their indexed life contracts- 1. The illustration regime of indexed life is freaking broken. Regulators need to fix it, or prepare for another “vanishing premium whole life” or “underfunded universal life” debacle. Open up the illustration regulation, and revise it already. Let’s […]
Americans Deserve Better Oversight of Their Annuities
{September 9th, 2026} by The Editorial Board
Every year, Americans send hundreds of billions of dollars or retirement savings to life insurers in return for annuities that promise future income. It’s an industry built on trust and prudence. Read at Bloomberg, Opinion
Wink, Inc. Releases 2nd Quarter, 2026 Annuity Sales Results
{September 2nd, 2026} by Wink's Press Release
–FOR IMMEDIATE DISTRIBUTION — NEWS RELEASE ANNUITY SALES SEE UNIVERSAL GROWTH IN SECOND QUARTER Wink, Inc. Releases 2nd Quarter, 2026 Annuity Sales Results Des Moines, Iowa. September 1, 2026- Wink’s Sales & Market Report, the insurance industry’s #1 resource for annuity sales data since 1998, released its 116th edition report for 2nd Quarter, 2026. One hundred and forty-three annuity providers participated in the report. Total second quarter sales for all annuities were $112.7 billion; sales were up 13.3% when compared to the […]
Second Quarter, 2026 Annuity Sales
{September 2nd, 2026} by Sheryl J. Moore
View Second Quarter 2026 Annuity Sales and Market Trends and visit our Data HQ for additional sales metrics! -sjm
Moore on the Market 9/2/2026
{September 2nd, 2026} by Sheryl J. Moore
Good morning! Here’s the latest life/annuity product news, delivered FREE to your inbox… ANNUITY 09/01/26: AuguStar Life Insurance Company increased premium bonuses on their Omega Bonus 10, Omega Bonus Plus 10, Observatory Bonus 10 and Observatory Bonus Plus 10 indexed annuities. Bonuses on these indexed annuities now range from 16% – 32%- the (current) highest […]
MYGAs Were the Top-Selling Annuity in 2Q2026
{September 2nd, 2026} by Sheryl Moore
‘This was another record-setting quarter for structured annuity sales, topping the prior 4th quarter 2025 record by 3.51%. There is no question that 2026 will set a record for structured annuity sales,’ writes Wink CEO Sheryl Moore. Read at RIJ
Wink: Annuity sales post strong Q2, led by MYGAs and structured products
{September 2nd, 2026} by Staff Reports
Annuity sales appear to be settling into a level the industry can sustain, with second-quarter sales reaching $112.7 billion, according to Wink’s Sales & Market Report. Sales were down slightly from $115.5 billion in the second quarter of 2025 but increased from $99.4 billion in the first quarter of 2026. Read at INN
Life Insurance Awareness Month Begins With Defiance
{September 2nd, 2026} by Allison Bell
The life insurance community started the 23rd annual Life Insurance Awareness Month today with quiet support for the idea that having life insurance matters. Groups like the National Association of Insurance and Financial Advisors and insurers like Horace Mann and Illinois Mutual posted simple graphics stating that “September is Life Insurance Awareness Month” on social […]
AM Best Affirms Credit Ratings of Athene Holding Ltd. and Its Subsidiaries
{September 2nd, 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 members of Athene Group (Athene). Athene is the consolidation of the organization’s U.S. operating companies, along with its affiliated reinsurance companies domiciled in Bermuda. In addition, AM Best has […]
Prudential Individual Life Sales Climb 18%
{September 2nd, 2026} by Allison Bell
Prudential Financial increased sales of individual U.S. life 18% in the first half of the year, to $1.3 billion in total premiums. The dollar value of sales at the top 20 issuers rose 1.8%, to $8.7 billion, according to new issuer survey data from LIMRA. Read at ThinkAdvisor
Indexed Universal Life: Tax-Free Promise or Costly Illusion?
{September 2nd, 2026} by John Hilton
After a year of increasing controversy, indexed universal life insurance sits at a highly debated crossroads in the financial landscape. IUL is marketed heavily as a “hybrid” tool for tax-free retirement growth but is facing intense scrutiny over hidden costs and complexity. Read at INN
Lincoln Financial Research Finds 78% of Families Haven’t Discussed Life Insurance
{September 2nd, 2026} by Lincoln Financial Group
RADNOR, Pa.–(BUSINESS WIRE)–For September’s Life Insurance Awareness Month, Lincoln Financial has released new research that outlines key conversations adult children and aging parents may not be having related to coverage and family financial conversations. According to Lincoln Financial’s Consumer Sentiment Tracker, 78% of families surveyed have not had an in-depth conversation about life insurance. Additionally, 60% of […]
Scammed Client Accuses Ameriprise of Negligence
{September 2nd, 2026} by Dinah Wisenberg Brin
An Ameriprise Financial client victimized by scammers has accused the firm of negligence and breach of fiduciary duty for allowing large, suspicious withdrawals at her request while she was being swindled, according to a lawsuit filed last week. Read at Think Advisor
How Much Money Couples With Annuity Income Need for a Comfortable Retirement in Every State
{September 2nd, 2026} by Sabrina Karl
For a typical older couple, an annuity can meaningfully shrink the nest egg needed for a comfortable retirement—but only if the couple spends down their savings to buy the annuity. A typical American couple age 65 or older needs about $1.16 million saved for a comfortable retirement after accounting for roughly $37,700 a year in Social […]
A Flurry of Activity in the Triangle
{September 2nd, 2026} by Editorial Staff
Two regional banks pause sales of Delaware Life annuities; Malibu Life partners with Legacy Marketing to launch its first FIAs; Sun Life and Wilton Re in asset management/reinsurance deal; Cayman Islands seeks NAIC ‘qualified jurisdiction’ status; Pacific Life Re announces flow reinsurance deal in Japan; Hildene’s credit ratings posted ahead of SILAC purchase; Athene’s financial […]
Mark Walter Brings Eyeballs to the Bermuda Triangle (I Hope)
{September 2nd, 2026} by Kerry Pechter
When I heard about the SEC investigation of Mark Walter, Guggenheim Partners, Delaware Life and Clear Spring Life, I thought: Maybe this will bring some overdue attention to the regulatory arbitrage that RIJ calls the Bermuda Triangle strategy. Read at RIJ
How Leveraged Are Bermuda Triangle Life Insurers?
{September 2nd, 2026} by Kerry Pechter
Life insurers used to brag about the size of their surpluses, aka their capital buffers against loss. Today, asset manager-led life insurers in the Bermuda Triangle are more likely to brag about their “capital efficiency” and intention to run “capital-light” companies. Read at RIJ
BofA Vice President Killed in Manhattan Stabbing
{September 2nd, 2026} by Myles Miller
A knife-wielding suspect killed a Bank of America Corp. vice president in Times Square Monday, in an attack that injured another victim and left the suspect dead. Erin Piacenti died at the hospital from the stabbing injuries, according to the New York City Police Department. Piacenti was a vice president of business selection and […]
How advisors can get clients to act sooner on life insurance
{September 2nd, 2026} by Anna Baluch
Despite knowing they need life insurance, many clients put it off. In fact, a study by Ethos found that nearly 3 in 4 (72%) individuals wish they had started protecting their future sooner, while 70% knew life insurance mattered long before they actually purchased it. Read at INN
Malibu Life Ramps Up to Launch Two FIAs Next Month
{September 2nd, 2026} by Cyril Tuohy
Malibu Life USA has targeted September for the launch of two fixed-indexed annuities to be distributed by independent agents as part of the company’s aggressive push into the U.S. retail annuity market. ……………………………………… That market segment grew 34% last year over 2024, according to market tracker Wink.
When New Investment Trends Emerge, Gen Z is Most Likely Generation to be First In
{September 2nd, 2026} by Northwestern Mutual
MILWAUKEE, Sept. 1, 2026 /PRNewswire/ — When a new investment trend emerges, Gen Z is the generation most likely to get in first, even when doing so comes with greater risk. Fifteen percent of Gen Z adults describe themselves as “first movers,” compared with less than 1% of Boomers+. The generational divide extends into careers too: nearly […]
iPipeline Completes Acquisition of Origo, Advancing Its Vision for Connected Financial Services
{September 2nd, 2026} by iPipeline
WAYNE, Pa.–(BUSINESS WIRE)–iPipeline®, a leading global provider of digital solutions for the life insurance and financial services industry, today announced it has completed the acquisition of Origo following receipt of all required regulatory approvals, including approval from the UK Competition and Markets Authority. As financial services firms face growing pressure to modernize operations, improve customer […]
Americans Ready to Take Control of Financial Stress, Lincoln Financial Research Finds
{September 2nd, 2026} by Lincoln Financial Group
RADNOR, Pa.–(BUSINESS WIRE)–New research from Lincoln Financial (NYSE: LNC) shows that while more than half of Americans surveyed identify finances as a leading or major stressor, 84% are motivated or have begun to take action to improve their wellbeing, suggesting an encouraging reality that individuals are looking to regain control of their financial future. Finances remain […]
A fee-based solution from Legacy?!? I have to see this.
{September 2nd, 2026} by Sheryl J. Moore
Well what do you know… My dear friends Lynda Pitts and Preston Pitts of Legacy Marketing Group have forged a new alliance. Legacy Marketing Group® and Malibu Life USA Announce Distribution Partnership for New Fixed Indexed Annuity Platform I am so surprised to hear that it is with my friend, Simpa Baiye at Malibu Life! […]
Lakers sale spotlights Delaware Life’s $17B underreported exposure
{September 2nd, 2026} by Andrew Cohen
Guggenheim Partners CEO Mark Walter has sold his majority stake in the Los Angeles Lakers, coming as federal regulators investigate potential financial improprieties at insurance and annuities companies owned by Walter. Read at InvestmentNews
NewEdge advisors reshape client work with AI in weeks after Anthropic rollout
{September 2nd, 2026} by Steve Randall
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep. NewEdge Capital Group, LLC has reported rapid, advisor-driven adoption of Claude, Anthropic’s artificial intelligence platform. Read at InvestmentNews
How annuities address the growing income gap
{September 2nd, 2026} by Jay Thudium
Most retirement income strategies solve one problem well. They provide certainty, protect the principal and create predictable cash flow. Where things start to break down is what happens around these income strategies. That’s where the annuity income gap comes into focus. Read at INN
