Running slightly behind our usual newsletter schedule.
{March 5th, 2026} by Wink's Intel Pros
Please accept our apologies for the delay in sending this week’s newsletter. Our team has been focused on finalizing 4th Quarter, 2025’s Wink’s Sales & Market Report, and running slightly behind our usual newsletter schedule. We appreciate you sticking with us! Please stay tuned for our news release and additional details on 4th Quarter, 2025’s […]
We didn’t change any minds, but hopefully presented some compelling bullets on the use of annuities.
{March 5th, 2026} by Sheryl J. Moore
It was interesting to see a case study where two fee’d planners view annuities Beyond The IMO. We didn’t change any minds, but hopefully presented some compelling bullets on the use of annuities. P.S. No surprise that Tom Hegna really dropped some knowledge! Check out the podcast, here.
Annexus and Americo Announce Strategic Partnership with Launch of Americo Benchmark Flex Fixed Indexed Annuity Suite
{March 5th, 2026} by Annexus
SCOTTSDALE, Ariz., March 03, 2026 (GLOBE NEWSWIRE) — Annexus, a leading designer of innovative retirement solutions, today announced a new strategic partnership with Americo Financial Life and Annuity Insurance Company (Americo), a leading provider of insurance and annuity products. Together they launched the Americo Benchmark Flex and Americo Benchmark Flex Plus with premium bonus fixed […]
Why One-Year Crediting Terms Dominate Fixed-Indexed Annuities
{March 5th, 2026} by Cyril Tuohy
“Agents love annual point-to-point indexing methods because they are the simplest for consumers to understand,” said Sheryl Moore, CEO of Wink, publisher of Wink’s Sales & Market Report. One-year terms can also provide more flexibility for withdrawals, she added. In the third quarter of last year, nearly three-quarters (72%) of premium allocations to fixed-indexed annuities have stuck […]
A Third of Top FIA Carriers Advertise Illustrated Returns of 16% to 27%
{March 5th, 2026} by Cyril Tuohy
Fixed-indexed annuities are among the fastest-growing individual annuity lines, and there are hundreds of indexes available with FIAs, according to life and annuity market researcher Wink. Read at Life Annuity Specialist
Kuvare Holdings Comments on Recent Press Coverage Addressing Matters Involving Relationship with Blue Owl Capital
{March 5th, 2026} by Kuvare
ROSEMONT, Ill.–(BUSINESS WIRE)–Kuvare Holdings today issued the following statement to address various business media reports published since February 19, which focus on matters regarding Kuvare’s commercial relationship with Blue Owl Capital (“Blue Owl”). Bloomberg Erroneously Reported that Blue Owl “Owns” Kuvare Contrary to media reports originating on Bloomberg (February 19, 2026, and purportedly, though wrongly, “corrected” in […]
Annuity Issuer Backs Away From Multi-Year Guaranteed Annuity Fray
{March 5th, 2026} by Allison Bell
Wink’s Moore on the Market: I don’t know that F&G is backing away from multi-year guaranteed annuities (MYGA), so much as I believe they are just leaning in to their indexed annuity sales. Who wouldn’t? Indexed annuities have better spreads, they are more difficult to spreadsheet and distributors prefer them to indexed annuities. -sjm […]
Regulators ponder how to tamp down annuity illustrations as high as 27%
{March 5th, 2026} by Staff
Wink’s Moore on the Market: There are indexed annuities that illustrate considerably higher than 27%. The 200+ different indexes that adorn indexed annuities are responsible for this illustration nightmare. If you want a solution, allow the index to be illustrated 1% – 2% greater than the 10-year treasury rate. All indexes. No backcasting. No cherry […]
Record annuity sales mask growing capital concerns for US life insurers
{March 5th, 2026} by Kenneth Araullo
Wink’s Moore on the Market: “The US life insurance industry is sitting on record capital and the strongest annuity sales in its history, yet AM Best and global regulators are training their sights on private credit concentrations and weakening capital quality that cloud the outlook.” “AM Best flagged declining capital quality driven by soft capital, […]
NASCAR Champ Kyle Busch, Pacific Life Settle IUL Lawsuit
{March 5th, 2026} by Dinah Wisenberg Brin
NASCAR champion Kyle Busch and his wife, Samantha, have reached a confidential settlement with Pacific Life Insurance in their lawsuit alleging they lost nearly $8.6 million through an indexed universal life insurance strategy that was misleadingly sold to them. In a joint settlement notice filed last week, the parties notified a judge in the U.S. District Court […]
AM Best Affirms Credit Ratings of Equitable Holdings, Inc. and Its Subsidiaries
{March 5th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a+” (Excellent) of Equitable Financial Life Insurance Company of America (EFLICOA) (Phoenix, AZ) and Equitable Financial Life Insurance Company (EFLIC) (New York, NY). EFLICOA and EFLIC collectively are referred to as Equitable Life Group. […]
Jackson Earns Award for Highest Customer Service in Financial Industry for 14th Consecutive Year Share
{March 5th, 2026} by Jackson Financial Inc.
LANSING, Mich.–(BUSINESS WIRE)–Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has won the “Highest Customer Service – Financial Industry” award from Service Quality Measurement Group, Inc. (SQM) for the 14th year in a row for achieving the highest first-call resolution rating in the market in 2025. Additionally, the company secured the […]
Best’s Market Segment Report: Shifting Tides in US Life/Annuity Industry Include Dropoff in Quality of Capital, Increase in Private Credit
{March 5th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–While the U.S. life/annuity (L/A) insurance industry remains financially healthy, it is experiencing a decline in the quality of its capital driven by insurers’ utilization of soft capital, offshore and affiliated reinsurance approaches, according to a new AM Best report. The annual Review & Preview Best’s Market Segment Report, “U.S. Life and Annuity Industry Continues to Shift […]
Prudential launches its ActiveIncome insurance overlay on Franklin Templeton’s Canvas platform for wealth managers
{March 5th, 2026} by Prudential
NEWARK, N.J.–(BUSINESS WIRE)–Prudential Financial, Inc. (NYSE: PRU) today announced the launch of its ActiveIncome insurance overlay solution for retail managed accounts on Franklin Templeton’s Canvas platform. Available on Canvas through the FIDx Insurance Overlay marketplace, the innovative offering is designed to seamlessly integrate protected lifetime income into registered investment advisors’ practices, making it easier to […]
New York Life Unifies Global Asset Management Platform Under New York Life Investment Management Brand
{March 5th, 2026} by New York Life
NEW YORK–(BUSINESS WIRE)–New York Life today announced the launch of New York Life Investment Management as the unified global brand that brings together the full strength of its asset management businesses across public and private markets. With $807.7 billion in assets under management as of Dec. 31, 2025, the platform represents one of the largest […]
U.S. Businesses Signal Growth in Early 2026
{March 5th, 2026} by Principal Financial Group
DES MOINES, Iowa–(BUSINESS WIRE)–After a year defined by cost pressures and economic uncertainty, U.S. businesses are positioned for renewed momentum and growth in 2026. The latest Principal Financial Well-Being Index℠ (Index), a quarterly measurement of business health, growth, and optimism finds sentiment among business leaders has stabilized, measuring 6.65 out of 10 in January 2026 – a slight […]
National Life Group Receives Prestigious Gallup Exceptional Workplace Award
{March 5th, 2026} by National Life Group
ADDISON, Texas–(BUSINESS WIRE)–National Life Group has been lauded for its strong, positive culture with receipt of the prestigious Gallup Exceptional Workplace award. Only 78 organizations worldwide receive this honor. “Building a strong, positive culture is essential to the overall success of any organization,” said Michael Veilleux, Senior Vice President and Chief People Officer of National Life […]
Life Insurance and Annuity Providers Score High Marks from Financial Pros, but Lag on User Friendliness, JD Power Finds
{March 5th, 2026} by JD Power
TROY, Mich.–(BUSINESS WIRE)–Life insurance1 and annuity products2 are experiencing rising demand as a combination of market and demographic trends push more financial advisors, insurance brokers and bankers to talk to their clients about the possibility of outliving their savings and the need to protect their families from unexpected events. For the most part, the companies that create and […]
National Life Group Ranked Second by The Wall Street Journal in Best Whole Life Insurance Companies of 2026
{March 5th, 2026} by National Life Group
MONTPELIER, Vt. & ADDISON, Texas–(BUSINESS WIRE)–National Life Group was recently ranked second in the Best Whole Life Insurance Companies of 2026 by The Wall Street Journal1. The list was based on a review of “10 large sellers of whole life insurance to find the best options based on policy fees, the reliability of policy illustrations, access […]
MassMutual Delivers Excellent 2025 Financial Results
{March 5th, 2026} by MassMutual
SPRINGFIELD, Mass.–(BUSINESS WIRE)–MassMutual today reported excellent financial results1 for 2025, driven by strong sales, record operating earnings, and growth of its wealth management business. The company also maintained its position as a top provider of whole life insurance and continued to deliver exceptional policyowner value by approving its highest-ever policyowner dividend, while also making meaningful progress on […]
FINRA Seeks to Revamp Controversial Arbitration Rules
{March 5th, 2026} by Melanie Waddell
The Financial Industry Regulatory Authority said Monday that it’s seeking feedback by May 1 on ways to modernize its arbitration rules, including making FINRA’s arbitration forum more expeditious and cost-effective relative to courts as well as changing arbitrator qualifications. In just-released Regulatory Notice 26-06, FINRA states that it’s “committed to making changes to its rules, guidance […]
Life, Health and Annuity Issuer Employment Growth Beats Forecasts
{March 5th, 2026} by Allison Bell
U.S. life, health and annuity issuers increased employment more than they expected in 2025. The insurers that participated in a new, voluntary insurance labor market survey increased the number of people they employed by 0.89%. Read at Think Advisor
Women’s history month: Female advisors set to benefit from ‘Great Wealth Transfer’
{March 5th, 2026} by Gregg Greenberg
In honor of March being Women’s History Month, women advisors discuss how the ‘Great Wealth Transfer’ will impact the financial industry in the future. Read at InvestmentNews
I am grateful that I have all of your support. Whaddaya say we stick around another 20 years or so?
{March 5th, 2026} by Sheryl J. Moore
So, this is 50. THE BAD My hair is thinner. My skin is crepey. My fingernails have ridges. I have to take calcium. THE GOOD My family is healthy. My employees are friendly, hard-working folks. I love what I do, every day. THE UGLY Brain fog is a REAL thing! That said, I can […]
When are we going to see an insurance company guarantee their rates on an IUL product?
{March 5th, 2026} by Sheryl J. Moore
So, when are we going to see an insurance company guarantee their rates on an indexed universal life product? (Realizing there are levers to push/pull to control the risk, but I thought I’d ask!) -sjm Join in the LinkedIn conversation HERE
Bankers Life Introduces Enhanced Death Benefit Rider for Guaranteed Lifetime Income Annuity and Guaranteed Lifetime Income Annuity Plus
{March 5th, 2026} by Bankers Life and Casualty Company
CARMEL, Ind., March 4, 2026 /PRNewswire/ — Bankers Life, a national life and health insurance brand that focuses on the insurance needs of Americans who are near or in retirement, today announced the launch of its Enhanced Death Benefit (EDB) Rider, a new optional rider available that complements Lifetime Income Withdrawals (LIWs) with an enhanced death benefit for […]
I am excited to dig into this one
{March 5th, 2026} by Sheryl J. Moore
Bored? Getting tired? In that mid-day slump? Don’t worry…I’ve got the cure for what ails you. The folks over at Annexus Group have forged a relationship with Americo Financial Life and Annuity. Read their news release here. I am still reading through the filing, but I am interested to see if this product will cannibalize […]
Stock Markets Can Shake Off Iran Conflict, Just Not All of Them. And 5 Other Things to Know Today
{March 5th, 2026} by The Barron's Daily
Wink’s Moore on the Market: Jacob Adelman over at Barron’s has a lot to say about the parent company of Atlantic Coast Life and Sentinel Security Life this morning. You want to know something crazy though? Both companies’ sales are UP. (For what it is worth, their combined market share of the annuity market is […]
When It Comes To Life Insurance, There’s Good News And Bad News
{March 5th, 2026} by Ben Mattlin
Individual life insurance premiums posted record sales in 2025, says Limra. But 2026 is expected to lag. In a survey covering 85% of the U.S. life insurance market, the Windsor, Conn.-based industry group found that new annualized premiums totaled $17.5 billion last year, a 10% increase from the year before and the fourth time over […]
Regulators Want Indexed Annuity Sellers to Get Real
{March 5th, 2026} by Allison Bell
A team of state insurance regulators wants to rein in indexed annuity sellers who give consumers unrealistic performance forecasts. The Life Insurance and Annuities Illustrations Working Group is asking for ideas from the public about how to do that. Read at Think Advisor
Advisor convicted of defrauding NBA players through viatical life sales
{March 5th, 2026} by John Hilton
A California investment advisor was convicted of defrauding three former NBA players out of more than $5 million, federal prosecutors said. U.S. Attorney Jay Clayton said a jury found Darryl Cohen guilty following a five-week trial before U.S. District Judge Vernon S. Broderick. Read at INN
Rethinking whether annuities are too late for older retirees
{March 5th, 2026} by Lucas Vandenberg
Some of the most meaningful cases I’ve closed began with a prospect saying “No.” Typically not a firm rejection, but a quiet assumption that their opportunity had passed. “I’m too old for an annuity” ranks among the most common self-disqualifications I encounter, and it represents one of your greatest untapped opportunities. Read at INN
Kuvare sets consent guardrails on Blue Owl loan purchases
{March 5th, 2026} by Rod Bolivar
Kuvare Holdings has set out controls in a statement addressing media reports published since February 19 concerning its relationship with Blue Owl Capital and the purchase of loans from Blue Owl-managed vehicles. It outlines a requirement that Blue Owl obtain express consent before placing carrier assets into affiliated products, plus the rule that Kuvare would […]
Annuities See Unparalleled Surge
{March 5th, 2026} by Corey Walther
The annuity market is emerging as a powerhouse of growth and innovation. With a surge in demand for products that offer both protection and growth potential, it has had record-breaking year after record-breaking year. Retirees are seeking financial security with flexible solutions – creating strong demand and reshaping the industry landscape. In 2025, total U.S. […]
Insured Retirement Institute: Let Taxpayers Use RILAs as QLACs
{March 5th, 2026} by Allison Bell
Clients could get a way to use annuities to reduce the burden of required minimum distributions on their retirement savings. The Insured Retirement Institute has put the proposal in its latest Retirement Security Blueprint, or list of recommendations for Congress. Read at Think Advisor
Pan-American Life Insurance Group Reports Record 2025 Results; Premiums Reached $1.86 Billion and Net Income Totaled $110 Million as Company Enters Its 115th Year
{March 5th, 2026} by Pan-American Life Insurance Group
NEW ORLEANS–(BUSINESS WIRE)–Pan-American Life Insurance Group (PALIG), a leading provider of life, accident, and health insurance throughout the Americas, today announced record financial results for the full year ended December 31, 2025*, marking the strongest performance in the company’s 115-year history. For the year, total premiums reached a record $1.86 billion, up 8.0% year-over-year, reflecting […]
F&G Annuities & Life Joins Voya Financial’s Annuity Platform, Expanding Access to Protected Growth Solutions
{March 5th, 2026} by F&G Annuities & Life, Inc.
DES MOINES, Iowa and NEW YORK, Feb. 25, 2026 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG) (“F&G”) and Voya Financial, Inc. (NYSE: VOYA) today announced that F&G’s annuity solutions will be available for distribution through Voya’s Wealth Management platform, marking an exciting collaboration between two premier financial services organizations committed to helping Americans achieve financial security. Through […]
Advising clients wanting to retire early: how annuities can bridge the gap
{March 5th, 2026} by Anna Baluch
Now that Americans are healthier, more active, and living longer than ever before, outliving retirement income is a real concern. And that concern becomes even more pressing for those considering early retirement. Fortunately, annuities can step in and support these individuals. Read at INN
$58.3M Pacific Life misleading illustrations class action settlement
{March 5th, 2026} by Top Class Actions
Pacific Life agreed to a $58.3 million class action lawsuit settlement to resolve claims it used misleading illustrations to sell indexed universal life insurance policies. The Pacific Life settlement benefits individuals who purchased a Pacific Discovery Xelerator (PDX) indexed universal life insurance policy in California between 2016 and 2019. Read at Top Class Actions
John Hancock Enhances Hybrid Life Insurance Product, LifeCare, as Insurer’s Longevity Preparedness Index Finds Most Adults Underprepared for Aging
{March 5th, 2026} by John Hancock
BOSTON, Feb. 19, 2026 /PRNewswire/ – John Hancock is announcing meaningful enhancements to LifeCare, its hybrid indexed universal life product with long-term care (LTC) benefits. LifeCare, which builds on John Hancock’s commitment to helping people live longer, healthier, better lives, offers protection and flexibility to customers. The enhancements follow John Hancock’s recently released Longevity Preparedness Index (LPI), a new framework […]
Sales of Much-Debated Life Product Rise 12%
{March 5th, 2026} by Allison Bell
Sales of a cash-value life insurance product that has launched a thousand bitter debates on LinkedIn climbed in the fourth quarter of 2025, according to new issuer survey data from LIMRA. The issuers reported $1.3 billion in sales of indexed universal life insurance for the quarter, up 12% from the total recorded in the fourth quarter of […]
An Application for the Trademark “TACTICAL WEIGHTING” Has Been Filed by Great-West Life & Annuity Insurance Company: Great-West Life & Annuity Insurance Company
{March 5th, 2026} by Insurance Daily News
2026 MAR 04 (NewsRx) — By a News Reporter-Staff News Editor at Insurance Daily News — According to news reporting originating from Washington, D.C., by NewsRx journalists, a trademark application has been made for “TACTICAL WEIGHTING” by Rachel A. Rice, representing Great-West Life & Annuity Insurance Company. This application was made available to the public on February 16, 2026. The serial number for […]
Dear Sheryl
{February 25th, 2026} by Wink's Intel Pros
On your special day, Sheryl, may the spotlight shine on your remarkable achievements and leadership. Enjoy your birthday!
Is that a thing?
{February 25th, 2026} by Sheryl J. Moore
I have to tell you…I’ve never heard of an insurance company informing policyholders that their agent has been terminated. Is that a thing? InsuranceNewsNet reports- “A newly filed lawsuit in South Carolina alleges that Pacific Life continued accepting more than $1 million in premium payments tied to indexed universal life policies after terminating the agents […]
Symetra Enhances Fixed Indexed Annuities, Introduces New Franklin Large Cap Value 15% ER Index
{February 25th, 2026} by Symetra
BELLEVUE, Wash.–(BUSINESS WIRE)–Symetra Life Insurance Company announced several new enhancements to its suite of fixed indexed annuities, including new crediting strategies, improved certainty and flexibility, and the addition of the Franklin Large Cap Value 15% ER Index. Symetra Edge Elite, Symetra Edge Frontier and Symetra Edge Revolution are single-premium fixed indexed annuities (FIAs) that provide […]
Kuvare Holdings Comments on Recent Press Coverage Addressing Matters Involving Relationship with Blue Owl Capital
{February 25th, 2026} by Kuvare Holdings
ROSEMONT, Ill.–(BUSINESS WIRE)–Kuvare Holdings today issued the following statement to address various business media reports published since February 19, which focus on matters regarding Kuvare’s commercial relationship with Blue Owl Capital (“Blue Owl”). Bloomberg Erroneously Reported that Blue Owl “Owns” Kuvare Contrary to media reports originating on Bloomberg (February 19, 2026, and purportedly, though wrongly, “corrected” in […]
AM Best Removes From Under Review With Developing Implications and Affirms Credit Ratings of CL Life and Annuity Insurance Company
{February 25th, 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++ (Good) and the Long-Term Issuer Credit Rating of “bbb+” (Good) of CL Life and Annuity Insurance Company (CL Life) (Fort Worth, TX). The outlook assigned to these Credit Ratings (ratings) is stable. The ratings reflect CL […]
AM Best Removes From Under Review With Developing Implications and Affirms Credit Ratings of Puritan Life Insurance Company of America
{February 25th, 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++ (Good) and the Long-Term Issuer Credit Rating of “bbb” (Good) of Puritan Life Insurance Company of America (Puritan) (Scottsdale, AZ). The outlook assigned to these Credit Ratings (ratings) is stable. The ratings reflect Puritan’s balance sheet […]
Jackson Financial ramps up reinsurance strategy to grow annuity sales
{February 25th, 2026} by John Hilton
Jackson Financial unveiled its latest growth phase after the close of the fourth quarter 2025, but those significant moves dominated the insurer’s quarterly call on Thursday. In a deal that closed Feb. 11, TPG made a $500 million common equity investment in Jackson, acquiring approximately a 6.5% minority stake. A global asset management firm, TPG […]
Annual annuity reviews: leverage them to keep clients engaged
{February 25th, 2026} by Anna Baluch
No matter a client’s age or stage of life, annual annuity reviews are essential. During these yearly planning meetings, you sit down with the client to evaluate how their annuity is performing and confirm it still aligns with their financial goals, income needs, and market conditions. “You’ll carefully review contract performance, interest or crediting rates, […]
Rep Forged 64 Client Signatures on 115 Annuity Applications: FINRA
{February 25th, 2026} by Melanie Waddell
Wink’s Moore on the Market: WHAT?!? “[The registered rep] submitted the forged annuity applications and received from the firm advanced payment on commissions for the associated annuities, according to the complaint. The annuities were never funded. In total, [the rep] received $511,610 in commissions to which he was not entitled.” Good riddance! -sjm The […]
Millennials seek trusted financial advice as they build and inherit wealth
{February 25th, 2026} by Press Release
New York – February 24, 2026 – Equitable published a new study, “PEAK 35TM: Guiding a New Generation of Wealth,”exploring how millennials are both building and inheriting wealth. The white paper equips financial advisors with key insights to better serve this generation, as millennials reshape expectations for growing, protecting and stewarding wealth. The U.S. economic landscape is undergoing a profound shift […]
Crypto meets annuities: what to know about bitcoin-linked FIAs
{February 25th, 2026} by Anna Baluch
As of late, fixed index annuities have expanded, offering indices that go beyond stocks and bonds. Bitcoin-linked FIAs are one example of this trend. By adding an element of Bitcoin exposure, insurance companies are providing clients with access to newer asset classes while still offering the protections and guarantees of fixed annuities. Read at INN
Cayman reinsurance boom fueled by US annuity surge
{February 25th, 2026} by Kenneth Araullo
The Cayman Islands has seen a sharp increase in reinsurance activity over the past five years, with the Cayman Islands Monetary Authority (CIMA) reporting that the number of Cayman reinsurance companies nearly doubled from 58 at end-2020 to 113 at end-2025. Total premiums reached $30.2 billion, up from $9.3 billion six years prior, while total […]
FNF Reports Fourth Quarter and Full Year 2025 Financial Results
{February 25th, 2026} by Fidelity National Financial, Inc.
JACKSONVILLE, Fla., Feb. 19, 2026 /PRNewswire/ — Fidelity National Financial, Inc. (NYSE:FNF) (FNF or the Company), 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 & […]
Northwestern Mutual Announces 2025 Financial Results with Record $40 Billion in Revenue, and Record-Setting Operating Gain and Total Surplus
{February 25th, 2026} by Northwestern Mutual
MILWAUKEE, Feb. 25, 2026 /PRNewswire/ — Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, today announced the company’s year-end 2025 financial results, including record revenue, operating gain and total surplus. The strength of the 2025 results was due to several factors, most notably the company’s extraordinary investment performance and continued strong […]
John Hancock Enhances Hybrid Life Insurance Product, LifeCare, as Insurer’s Longevity Preparedness Index Finds Most Adults Underprepared for Aging
{February 25th, 2026} by John Hancock
BOSTON, Feb. 19, 2026 /PRNewswire/ – John Hancock is announcing meaningful enhancements to LifeCare, its hybrid indexed universal life product with long-term care (LTC) benefits. LifeCare, which builds on John Hancock’s commitment to helping people live longer, healthier, better lives, offers protection and flexibility to customers. The enhancements follow John Hancock’s recently released Longevity Preparedness Index (LPI), a new framework […]
F&G Annuities & Life Reports Fourth Quarter and Full Year 2025 Results
{February 25th, 2026} by F&G Annuities & Life, Inc.
DES MOINES, Iowa, Feb. 19, 2026 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG) (F&G or the Company) a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, today reported financial results for the fourth quarter and full year ended December 31, 2025. Net earnings attributable to common shareholders for the fourth quarter […]
2026 Conning Insurance Investment Risk Survey: U.S. Insurers Optimistic Despite Increased Headwinds
{February 24th, 2026} by Conning
HARTFORD, Conn.–(BUSINESS WIRE)–U.S. insurers remain optimistic about investment conditions for 2026, even as they anticipate a more challenging macroeconomic environment marked by higher inflation, liquidity risk and lower Fed interest rates, according to the new annual Conning Insurance Investment Risk survey. Despite these headwinds, insurers detect opportunities in private markets, high-quality fixed income and infrastructure […]
National Life Group Announces 2025-2026 LifeChanger of the Year Grand Prize Winner Share
{February 24th, 2026} by National Life Group
ADDISON, Texas–(BUSINESS WIRE)–National Life Group announced that Business Entrepreneurship Teacher, Jenora Haynes, was chosen by an independent panel of educators as the 2025-2026 National Life Group LifeChanger of the Year grand prize winner. Haynes was selected from a pool of over 1,000 nominees from all 50 states and will receive a $20,000 prize which will be split equally […]
Equitable PEAK 35™ Study: Millennials Seek Trusted Financial Advice as They Build and Inherit Wealth
{February 24th, 2026} by Equitable
NEW YORK–(BUSINESS WIRE)–Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today published a new study, “PEAK 35TM: Guiding a New Generation of Wealth,” exploring how millennials are both building and inheriting wealth. The white paper equips financial advisors with key insights to better serve this generation, as millennials reshape expectations for growing, protecting […]
Protective Life Corporation Taps Tennis Icon John Isner as Brand Ambassador
{February 24th, 2026} by Protective Life Corporation
BIRMINGHAM, Ala.–(BUSINESS WIRE)–Protective Life Corporation, a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced retired professional tennis standout John Isner as its new brand ambassador, aligning the company’s long-term approach to financial protection with one of the most consistent careers in modern tennis. Known for his record-breaking serve and nearly two decades competing on the […]
Brighthouse Financial Announces Fourth Quarter and Full Year 2025 Results
{February 24th, 2026} by Brighthouse Financial, Inc
CHARLOTTE, N.C.–(BUSINESS WIRE)–Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced today its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter and Full Year 2025 Results The company reported net income available to shareholders of $112 million in the fourth quarter of 2025, or $1.93 per […]
Jackson Announces Excellent Fourth Quarter and Full Year 2025 Results
{February 24th, 2026} by Jackson
LANSING, Mich.–(BUSINESS WIRE)–Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Key Highlights Record retail annuity sales1 of $5.9 billion in the fourth quarter of 2025, up 27% from the fourth quarter of 2024, reflecting continued strong demand across our product […]
AM Best Comments on Credit Ratings of Teachers Insurance and Annuity Association of America Following Agreement to Acquire Schroders, plc.
{February 24th, 2026} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has commented that the Financial Strength Rating of A++ (Superior) and the Long-Term Issuer Credit Rating of “aaa” (Exceptional) of Teachers Insurance and Annuity Association of America (TIAA) remain unchanged following TIAA’s announcement that Nuveen, a TIAA Company, has entered into a cash acquisition of Schroders plc (Schroders). Schroders is a leading […]
Apollo Seeks to Reassure Clients About CEO’s Epstein Ties
{February 24th, 2026} by Laura Benitez
Apollo Global Management Inc. sought to reassure clients that its top executives didn’t have a relationship with disgraced financier Jeffrey Epstein after some employees — including Chief Executive Officer Marc Rowan — were named in newly released files by the Justice Department. In “select instances” Rowan and other Apollo employees provided information to Epstein in […]
Pacific Life Sold Complex IUL Policy as Retirement Strategy: Lawsuit
{February 24th, 2026} by Melanie Waddell
Pacific Life Insurance Co. has been sued over an alleged scheme in which it, along with other defendants, sold a complex insurance product not as life insurance but as a sophisticated retirement planning strategy. The lawsuit was brought in South Carolina Circuit Court for Anderson County by RP Legal and Vernon Litigation Group on behalf of two […]
7 Reasons an Annuity Issuer Could Freeze Like a Rock
{February 24th, 2026} by Allison Bell
Every advisor knows that changes in interest rates affect the piles of bonds that support U.S. insurers’ life insurance policies and annuity contracts. Most know that a big wave of bond issuer defaults could hurt annuity issuers’ bonds. Some might not have thought much about another potential threat to retirement savers and their advisors: liquidity […]
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching Case
{February 24th, 2026} by Melanie Waddell
The U.S. District Court for the District of Massachusetts entered a final judgment on Feb. 10 against Massachusetts-based investment advisor Jeffrey Cutter and his advisory firm, Cutter Financial Group LLC. The judgment, which the SEC announced on Feb. 19, orders CFG to pay a civil penalty of $100,000 and Cutter to pay a civil penalty of $50,000. […]
FINRA Suspends Rep Over Variable Annuity Switches
{February 24th, 2026} by Melanie Waddell
The Financial Industry Regulatory Authority has suspended a Supreme Alliance representative for two months and ordered him to pay $5,000 for recommending six variable annuity exchanges to older customers without a reasonable basis to believe that the transactions were suitable. According to FINRA’s order, between July 2021 and December 2022, Robert Settimio Cupello recommended that six […]
NAIFA: Financial professionals are essential to the success of Trump Accounts
{February 24th, 2026} by NAIFA
The National Association of Insurance and Financial Advisors today submitted formal comments to the Internal Revenue Service in response to Notice 2025-68 regarding the implementation of Section 530A Trump Accounts. While NAIFA offered specific recommendations on investment flexibility and ERISA clarification, NAIFA made clear that the long-term success of Trump Accounts will ultimately depend on one critical […]
F&G flounders with investors despite strong annuity sales
{February 24th, 2026} by John Hilton
F&G Annuities and Life is a Top 15 annuity seller with a strong lineup of products. But its financial performance continues to turn off investors. F&G shares hit a 52-week low Friday as executives met with Wall Street analysts to discuss fourth-quarter and full-year results. Shares fell 23% in six months and about 40% in […]
Pacific Life agrees to a $58M settlement in California PDX class action
{February 24th, 2026} by John Hilton
Anyone who purchased a Pacific Discovery Xelerator indexed universal life insurance policy in California between 2016 and 2019 could be eligible for a piece of a $58 million settlement. Pacific Life Insurance Co. recently agreed to the settlement in a class-action lawsuit filed in June 2021 in California Superior Court for Orange County. Plaintiff Abigail Mamboleo accused […]
At Finseca, we remain focused on advancing policies
{February 24th, 2026} by Finseca
Tonight’s State of the Union put financial security at the center of the national conversation. Finseca CEO Marc Cadin shared the following statement: “We applaud President Trump for raising the national conversation around financial security in his State of the Union address. As the President noted, with Trump Accounts, young Americans could have the opportunity […]
FIAs are growing as the primary retirement planning tool
{February 24th, 2026} by Shannon Greene
Retirement income conversations have changed their tone. They used to revolve around growth potential and projected returns. Today, they tend to slow down around income durability and predictability. Read at INN
Beyond the Product: Annuities and the criticism around them
{February 18th, 2026} by Sheryl J. Moore
Well, this is sure to be an epic podcast… Looking forward to joining Justin Woodbury and Tom Hegna; and to setting it straight about annuities with Philip Olson. -sjm
Bermuda tightens reinsurance regs, sees a decline in new entrants
{February 18th, 2026} by John Hilton
Bermuda saw a decline in new life and annuity reinsurance entrants during 2025, but the country remains the dominant offshore hub for reinsurers. The decline coincides with tougher new regulations from the Bermuda Monetary Authority, noted S&P Global Market Intelligence in a recent analysis. The BMA’s new rules, effective January 2026, demand detailed asset and […]
Lincoln Financial Announces Launch of Lincoln WealthProtector℠ IUL, Strengthening Its Elite IUL Portfolio With a New Protection‑Focused Solution
{February 18th, 2026} by Lincoln Financial
RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial (NYSE: LNC) today announced the launch of Lincoln WealthProtector℠ Indexed Universal Life, a new protection‑focused indexed universal life (IUL) insurance product designed to help clients safeguard their families and build long‑term financial security. Lincoln WealthProtector℠ IUL, issued by The Lincoln National Life Insurance Company, is the newest addition to Lincoln’s Elite IUL Portfolio. LIMRA […]
Brighthouse Financial Stockholders Approve Merger with Aquarian Capital
{February 18th, 2026} by Brighthouse Financial, Inc
CHARLOTTE, N.C.–(BUSINESS WIRE)–Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced that at a special meeting of stockholders held earlier today, its common stockholders voted to adopt the previously announced definitive merger agreement under which an affiliate of Aquarian Capital LLC will acquire the company in an all-cash transaction valued at approximately $4.1 […]
TPG and Jackson Financial Inc. Announce Launch of Long-Term Strategic Partnership
{February 18th, 2026} by TPG Inc.
SAN FRANCISCO & FORT WORTH, Texas–(BUSINESS WIRE)–TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today announced the closing of the previously announced long-term strategic investment management partnership with Jackson Financial Inc. (NYSE: JXN) (Jackson®), a leading U.S. retirement services firm. Under the agreement, which was first announced by TPG and Jackson on January 6, […]
Jackson Financial Inc. and TPG Inc. Announce Launch of Long-Term Strategic Partnership
{February 18th, 2026} by Jackson Financial Inc.
LANSING, Mich.–(BUSINESS WIRE)–Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) announced today the closing of the previously announced long-term strategic partnership with TPG Inc. (NASDAQ: TPG). The partnership includes a $500 million common equity investment from TPG to help accelerate Jackson’s growth in its spread-based business and provide flexibility for future innovative insurance solutions. Jackson and TPG established a non-exclusive […]
Lincoln Financial Reports 2025 Fourth Quarter and Full Year Results
{February 18th, 2026} by Lincoln Financial Group
RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial (NYSE: LNC) today reported financial results for the fourth quarter and full year ended December 31, 2025. Strong fourth quarter performance capped a year of sustained momentum, with balanced growth and broad-based execution across all business segments. Fourth quarter net income available to common stockholders was $745 million, or $3.80 per […]
Continental General Acquires Block of Life Insurance, Annuity and Health Policies from State Guaranty Associations
{February 18th, 2026} by Continental General
Wink’s Moore on the Market: Continental General is acquiring a block of policies that belonged to Bankers Life and Colorado Bankers Life. It sounds like things are going to get settled after all. -sjm AUSTIN, Texas–(BUSINESS WIRE)–Continental General Insurance Company (together with its affiliates, “Continental General” or the “Company”) today announced that it has completed […]
Pacific Life Sold Complex IUL Policy as Retirement Strategy: Lawsuit
{February 18th, 2026} by Melanie Waddell
Pacific Life Insurance Co. has been sued over an alleged scheme in which it, along with other defendants, sold a complex insurance product not as life insurance but as a sophisticated retirement planning strategy. The lawsuit was brought in South Carolina Circuit Court for Anderson County by RP Legal and Vernon Litigation Group on behalf of two […]
Agents Welcome the ‘Sizzle’ of Crypto Indexes in FIAs
{February 18th, 2026} by Cyril Tuohy
Retail agents were pleased to see the release last month of two indexes with exposure to bitcoin connected to fixed-indexed annuities and said they expect the industry to release similar indexes in the future as consumers warm to the volatile asset class. Read at Life Annuity Specialist ………………………… Fixed-indexed annuities, often considered a bastion […]
Conning says insurers’ success in 2026 will depend on ‘strategic adaptation’
{February 18th, 2026} by Rayne Morgan
With no small measure of uncertainty in the cards for the insurance industry in 2026, experts at Conning Asset Management say insurers must remain strategically adaptive to stay ahead. Scott Hawkins, head of insurance research, and Alan Dobbins, director of Conning’s insurance research group, detailed the firm’s 2026 projections for life & annuities, P&C and […]
How next-gen pricing tech can help insurers offer better annuity products
{February 18th, 2026} by Anna Baluch
Next-gen pricing technologies are dynamic platforms that simultaneously combine economic scenarios, profitability metrics, and capital requirements to price annuity products. “Tools, such as Earnix Price-It for Annuities and Milliman Integrate, allow insurers to price and reprice annuity products in real-time,” said Thomas J. Brock, certified financial advisor and contributor at RetireGuide. Read at INN
Lincoln reports strong life/annuity sales, executes with ‘discipline and focus’
{February 18th, 2026} by John Hilton
Lincoln Financial is enjoying the best of both worlds: executing a business transition while still posting strong sales and revenues. The Radnor, Pa.-based insurer hosted a conference call with Wall Street analysts Thursday morning. The news is good, reported President and CEO Ellen Cooper, who steered Lincoln through some tough quarters since taking over in May 2022. […]
LIMRA launches the Lifetime Income Initiative
{February 18th, 2026} by LIMRA
WINDSOR, Conn., Feb. 12, 2026 — LIMRA today announced the launch of its Lifetime Income Initiative, a bold, industry-powered campaign designed to expand awareness and education around protected lifetime income with annuities positioned as a cornerstone of U.S. retirement security. The initiative aims to help 65 million Gen-X Americans retire with confidence by equipping financial professionals […]
2025 annuity sales creep closer to $500 billion, LIMRA reports
{February 18th, 2026} by Staff Reports
Total U.S. annuity sales increased 6% to $461.3 billion in 2025, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey, which represents 92% of the total U.S. annuity market. Fourth quarter sales jumped 12% to $114.4 billion, representing the ninth consecutive quarter of $100+ billion in sales. Read at INN
Tax Time Is Life and Annuity Trust Trap Time, Advisor Warns
{February 18th, 2026} by Allison Bell
Life and annuity professionals should get close to trust law professionals, encourage clients to get close to trust law professionals, and get even closer to tax law professionals during tax season. Jonathan Connolly, president of Wealth Advisors Trust Co., talked about the critical importance of getting good advice during tax season in a recent email […]
Gen Xers Are Freaking Out About Money
{February 18th, 2026} by John Stevenson
So here’s the latest: more than half of Gen X (the generation stuck between the zoomers and the boomers) now report feeling less confident about their retirement game than they did just a year ago. They’re sweating rising costs, wild markets, and whether Social Security will actually still be around when they cue their retirement soundtrack. Read at Think Advisor
U.S. Annuity Sales Blast Through Clouds, Climb 12%
{February 18th, 2026} by Allison Bell
Some executives at life insurance and annuity issuers have worried about the state of competition in the U.S. individual annuity market in the fourth quarter of 2025. Some watched sales of some products fall between the fourth quarter of 2024 and the latest quarter, whether due to conscious decisions to let sales fall or because […]
Jackson, Lincoln Financial, Equitable, Fidelity and TIAA Lead Corporate Insight’s 19th Annual Annuity Monitor Awards
{February 17th, 2026} by Corporate Insight
NEW YORK, Feb. 11, 2026 /PRNewswire/ — Corporate Insight (CI), the leading provider of competitive intelligence and customer experience research to the financial services, insurance, and healthcare industries, today announced the winners of its 19th annual Annuity Monitor Awards. This year’s program recognizes digital innovation and best practices across six key categories: Account Owner Site Maintenance, Account Owner Site […]
AM Best Affirms Credit Ratings of Members of Aegon Ltd.’s U.S. Subsidiaries
{February 17th, 2026} by Aegon
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of “a+” (Excellent) of the U.S. life/health (L/H) subsidiaries of Aegon Ltd. (Bermuda) [NYSE: AEG]. Aegon Ltd.’s U.S. L/H companies are Transamerica Life Insurance Company (Cedar Rapids, IA) and Transamerica Financial Life Insurance Company (Harrison, NY) both […]
National Life Group Selects FINEOS AdminSuite to Transform Living Benefit and Life Insurance Claims Operations
{February 17th, 2026} by FINEOS Corporation
DUBLIN–(BUSINESS WIRE)–FINEOS Corporation (ASX:FCL), the global market leader in core systems for life, accident, and health insurance, today announced that National Life Group has chosen the FINEOS AdminSuite to modernize and automate its Living Benefit and Life Insurance claims operations. This selection reinforces the continued market momentum of FINEOS AdminSuite as the leading cloud-native core platform for carriers […]
The Westaim Corporation Announces Executive Leadership Appointments
{February 17th, 2026} by Westaim
NEW YORK–(BUSINESS WIRE)–The Westaim Corporation (“Westaim” or the “Company”) (TSXV: WED) today announces a series of executive leadership appointments, effective April 1, 2026, intended to advance the Company’s long-term strategy and strengthen its operating capabilities. Matthew Skurbe will become President and Chief Operating Officer of Westaim. In this new role, Mr. Skurbe will leverage his over […]
Safe Growth of Investment Assets Through Annuities
{February 17th, 2026} by Precise Financial Solutions
Wink’s Moore on the Market: Hmmm…I don’t know… This one seems to be comparing annuities to investments, which I feel uncomfortable with. -sjm PORT CHARLOTTE, Fla., Feb. 12, 2026 /PRNewswire/ — In a world of market volatility, the need for secure, reliable growth has never been more pronounced. Many investors are seeking ways to grow their assets […]
Fixed Indexed Annuities and Bonds: The Perfect Match as Interest Rates Inch Lower?
{February 17th, 2026} by Keith Wiltfong, CFP®, CIMA®
For decades, bonds have played a familiar role in retirement portfolios. They are meant to reduce volatility, provide income and act as a counterbalance to stocks, especially as investors approach and enter retirement. But with the Federal Reserve signaling more potential rate cuts ahead, many investors are facing a key decision: How best to allocate […]
DALBAR Honors Guardian for Outstanding Customer Service Excellence with 2025 Insurance Service Award
{February 17th, 2026} by The Guardian Life Insurance Company of America
MARLBOROUGH, Mass., Feb. 11, 2026 /PRNewswire/ — The Guardian Life Insurance Company of America® (Guardian) has been recognized with the 2025 DALBAR Insurance Service Award for the accomplishments of its Individual Life and Individual Disability Contact Centers. This award, presented by DALBAR, the leading auditor of the customer service experience within the financial services industry, recognizes those who have demonstrated […]
Wouldn’t it be fantastic if people knew about annuities
{February 17th, 2026} by Sheryl J. Moore
Can I just give a shoutout to Brighthouse Financial for flooding the streaming services with commercials about annuities? Wouldn’t it be fantastic if people knew about annuities and were able to make a choice on whether it is right for them or not? -sjm Join in the LinkedIn discussion here.
FINRA flags rise of agentic AI, seeks member firms’ feedback
{February 17th, 2026} by Leo Almazora
The Financial Industry Regulatory Authority is sharpening its focus on “agentic” artificial intelligence as more broker-dealers and RIAs experiment with tools that can plan and execute tasks on their own across multiple systems. Read at InvestmentNews
The structural rise of structured products
{February 17th, 2026} by Mike Nowakowski
Structured credit has shifted over the past decade from a niche allocation to a core component of fixed-income portfolios for both insurers and mutual fund managers. National Association of Insurance Commissioners Schedule D data and quarterly Securities and Exchange Commission filings point to steady, compounding growth in exposure. This growth is driven by relative-value advantages, […]
Beyond Assumptions: What MIT Research Reveals About Women and Retirement Planning
{February 16th, 2026} by Chelsea Joyner, Key Account Manager, MassMutual Strategic Distributors
When it comes to preparing women for retirement, the financial services industry has long operated on assumptions. Women over-spend. Women are too timid to invest. Women rely on their partners for financial decisions. But what if everything we thought we knew was wrong? Read at BISA Portfolio
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 […]
Conning Releases 2026 Annuity Industry Study – Transforming an Industry: Asset Manager Backed Insurers
{February 8th, 2026} by Conning
HARTFORD, Conn., Feb. 12, 2026 /PRNewswire/ — Conning is pleased to announce the release of its latest strategic study, Transforming an Industry: Asset Manager Backed Insurers. This comprehensive report revisits Conning’s 2021 analysis of the restructuring wave that reshaped the annuity industry and examines how asset manager–affiliated insurers have emerged as a defining force in the life annuity […]
Indexing the industry for IULs and annuities
{February 7th, 2026} by Louis Slagle
Clients have shared a singular, nagging fear over the last few years: They are terrified of doing everything “right” and still running out of money. A volatile post-pandemic economy, rising interest rates and a historic surge in consumer demand for protected growth have pushed our industry to consecutive sales records. This momentum shifts our focus […]
“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
