Prudential leads all life sellers as Q3 sales rise 3.2%, Wink reports
{December 9th, 2025} by Staff Reports
Prudential Financial ranked No. 1 in overall life insurance sales during the third quarter, with a market share of 5.7%, Wink, Inc. reported. All life sales for the third quarter were more than $2.8 billion, down 3.9% compared to the previous quarter and up 3.2% compared to the same period last year, according to Wink’s Sales […]
Des Moines’ EMC Insurance selling its life insurance division
{December 9th, 2025} by Kevin Baskins
EMC Insurance is selling its ownership interest in EMC National Life Insurance Co. to Avocet Partners, including its interest in EMC National Life Mutual Holding Co. The sale price was not disclosed. EMC Life had $15.3 billion of life insurance in force as of EMC Insurance’s 2024 annual report. It will undergo an unspecified change […]
Hildene Capital Management Announces Purchase Agreement to Acquire Annuity Provider SILAC
{December 9th, 2025} by Hildene Capital Management
STAMFORD, Conn. & CARMEL, Ind.–(BUSINESS WIRE)–Hildene Capital Management, LLC (together with its affiliates, “Hildene”), an $18+ billion credit-focused alternative asset manager, today announced it has signed a definitive agreement to acquire SILAC, Inc., the parent company of SILAC Insurance Company (“SILAC”), a leading provider of fixed and fixed indexed annuity products in the U.S. SILAC […]
I am a HUGE believer in sharing things like this, as it can help others by sharing.
{December 9th, 2025} by Sheryl J. Moore
I have made a lot of mistakes in my business over the past 20+ years. A lot. Here’s just a few that come to mind: 1. Choosing the wrong accountants, and not finding a CPA that is worth every penny I pay them; 2. Developing imposter syndrome after the CMO of one of the biggest […]
We appreciate the recognition of Wink and our data!
{December 9th, 2025} by Sheryl J. Moore
Sharing this because it is too funny not to share. Jay Judas is a social media icon. Not to mention that he is an expert on HNW life insurance… Follow him! You won’t be regret it. There isn’t a “global holdings group” yet! We appreciate the recognition of Wink and our data! -sjm
Channel Surfing: Which Annuity Products Sold the Most Through Which Sales Channels in Q3?
{December 9th, 2025} by Cyril Tuohy
Most annuity carriers rely on a variety of distribution channels to drive sales, and tailor some products to fit various pipelines. How well those products work for those channels can boost or hobble a carrier’s volume. Industry researcher Wink tracks sales of annuity products across various sales channels and publishes quarterly sales data, which can give an […]
NexAnnuity Announces the Launch of NexCompounder Fixed Index Annuity–A Modern Solution Designed to Assist with Retirement Savings
{December 9th, 2025} by NexAnnuity
DALLAS, Dec. 8, 2025 /PRNewswire/ — NexAnnuity announced the launch of the NexCompounder Fixed Index Annuity (FIA), designed to help individuals take their retirements to the next level with growth potential, principal protection, and tax-deferred accumulation. A Flexible Approach to Retirement Savings The NexCompounder FIA is engineered for policyholders/investors seeking both growth and protection. With a minimum initial premium […]
Gen X Underestimated Retirement. Now, They’re Not Sure They Can Catch Up
{December 9th, 2025} by Nationwide
COLUMBUS, Ohio, Dec. 8, 2025 /PRNewswire/ — Suddenly at the doorstep of retirement, Gen X investors (aged 45-60) are at a crossroads. Despite their proximity to retirement, the prospect of exiting the workforce has largely ‘snuck up’ on this cohort, according to a new Advisor Authority study, powered by the Nationwide Retirement Institute. In fact, six in ten (61%) non-retired Gen […]
Jefferies to Acquire 50% Interest in Hildene Holding Company, Expanding Strategic Relationship that Began in 2022
{December 9th, 2025} by Jeffries Financial Group Inc
NEW YORK–(BUSINESS WIRE)–Jefferies Financial Group Inc. (NYSE: JEF) (“Jefferies”) announced today it is acquiring a 50% interest in Hildene Holding Company, LLC, the parent of Hildene Capital Management, LLC and its affiliates (“Hildene”), a credit-focused asset manager with over $18 billion of assets under management for a broad range of clients in hedge fund, separately […]
Sammons Financial Group names Rob TeKolste as President to Advance 2030 Growth Strategy
{December 9th, 2025} by Sammons Financial Group
WEST DES MOINES, Iowa–(BUSINESS WIRE)–Sammons Financial Group today announced a strategic evolution of its leadership team and structure to advance the company’s plans for growth. Effective January 1, 2026, industry veteran Rob TeKolste will assume the role President, Sammons Financial Group, reporting to the company’s Chairman and Chief Executive Officer Esfand Dinshaw. In his new role, TeKolste will […]
Symetra and Insured Retirement Institute Unveil New Report Examining the State of Allyship in Financial Services
{December 9th, 2025} by Symetra
BELLEVUE, Wash. & WASHINGTON–(BUSINESS WIRE)–Symetra and Insured Retirement Institute (IRI) have partnered on a new report focused on more clearly understanding the state of allyship in the financial services industry. “Allyship: A Commitment to Inclusion, Equity, and Opportunity” examines the core principles of allyship, particularly as it pertains to women in the workplace. The report looks at […]
Caught wrong-footed, most Gen Xers now feel uneasy on retirement
{December 9th, 2025} by Leo Almazora
Six in 10 non-retired Gen Xers are just now realizing the urgency to get ready, with an even more overwhelming majority seeing soaring living costs as a barrier to a comfortable retirement. Read at InvestmentNews
Brookfield, Qatar team up on $20 billion AI investment venture
{December 9th, 2025} by Nicolas Parasie and Dinesh Nair
Brookfield Asset Management Ltd. and Qatar Investment Authority are teaming up on a $20 billion venture to invest in artificial-intelligence infrastructure, underscoring the escalating regional race for dominance in the sector. Read at InvestmentNews
Giving Tuesday
{December 9th, 2025} by Sheryl J. Moore
What non-profit did you support on Giving Tuesday? I totally forgot to post, but am always curious about new/different nonprofits where I could make a difference. I’ll start. My donation went to It Gets Better. My son was gay and bullied. He took his own life in 2013. It Gets Better could have helped AJ. […]
State Farm Sued Over Policies Backed by Distressed Insurer PHL
{December 9th, 2025} by Alexandre Rajbhandari
State Farm Mutual Automobile Insurance Co. faces a lawsuit accusing it of fraud and unjust enrichment for selling products from PHL Variable Insurance Co., which authorities say has a $2.2 billion capital shortfall that left policyholders with less-than-promised payouts. Read at Insurance Journal Wink’s Moore on the Market: PHL Variable Insurance Co contract holders […]
Hildene Capital Management to acquire SILAC for $550m
{December 9th, 2025} by Beth Musselwhite
Hildene Capital Management, LLC, a credit-focused alternative asset manager, has signed a definitive agreement to acquire SILAC, Inc., the parent company of SILAC Insurance Company. Founded in 1935, SILAC provides fixed and fixed indexed annuity products in the U.S. Headquartered in Carmel, Indiana, the company operates across 48 states and the District of Columbia. Read […]
Removing barriers to annuity adoption in 2026
{December 9th, 2025} by Rich Romano
ith 2026 on the horizon, the insurance sector is confronting a landscape defined by market volatility, demographic pressure and a renewed appetite for guaranteed income. These forces are converging to elevate variable annuities as a central tool for advisors seeking durable retirement solutions. Although no forecast is absolute, current trends point to a meaningful uptick […]
Magnifact® Enables Real-Time Annuity Tracking at Revol One Financial® to Accelerate Sales and Enhance Distribution Insights
{December 9th, 2025} by Magnifact
CHICAGO, Dec. 4, 2025 /PRNewswire/ — Magnifact, a leading insurtech company delivering DataIntelligent℠ solutions to the insurance industry, today announced the successful production launch of its real-time annuity case-tracking functionality at Revol One Financial, a forward-thinking insurance provider committed to digital innovation. Through this integration, Insurance Agency Marketing Services, Inc. (IAMS), a well-established Omaha-based insurance marketing organization and […]
AM Best Revises Outlooks to Negative for Kansas City Life Insurance Company; Downgrades Credit Ratings of Grange Life Insurance Company; Revises Issuer Credit Rating Outlook to Negative for Old American Insurance Company
{December 9th, 2025} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has revised the outlooks to negative from stable and affirmed the Financial Strength Rating (FSR) of A- (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a-” (Excellent) of Kansas City Life Insurance Company (Kansas City Life) [OTCQX: KCLI]. At the same time, AM Best downgraded the FSR to B+ (Good) […]
Draft Guidelines Could Shape States’ Efforts to Regulate Annuity Sellers
{December 9th, 2025} by Allison Bell
New draft guidelines could affect just how tough state regulation of annuity sales will be. The Life Insurance and Annuities Committee, an arm of the National Association of Insurance Commissioners, plans to consider adoption of an “Annuity Best Interest Regulatory Guidance and Considerations” document Tuesday at an in-person meeting in Hollywood, Florida. Read at Think Advisor
Wink, Inc. Releases Third Quarter, 2025 Life Sales Results
{December 4th, 2025} by Wink's Press Release
— FOR IMMEDIATE DISTRIBUTION — NEWS RELEASE VARIABLE Universal Life IS LOOKING TO COME BACK Wink, Inc. Releases Third Quarter, 2025 Life Sales Results Des Moines, Iowa. December 3, 2025– Wink, Inc. released the third quarter, 2025 life sales results in its 113th edition of Wink’s Sales & Market Report. Wink’s Sales & Market Report […]
THIRD QUARTER 2025 LIFE INSURANCE SALES
{December 4th, 2025} by Sheryl J. Moore
All Life Sales for the third quarter of 2025 were $2,832 million, compared with $2,744 for the third quarter of 2024. Third quarter life sales were down nearly 4% when compared to the previous quarter and up more than 3% as compared to the same period last year. All life products include indexed universal life […]
5 Insurers That Sold the Most MYGAs in Q3
{December 4th, 2025} by Allison Bell
Wink is out with its new annuity sales and market report for the third quarter, showing how the rise and fall of interest rates, stock prices and retirement savers’ level of exuberance affected the trim of the issuers’ sails. Overall U.S. individual annuity sales rose to $117 billion, up 1.6% from the total for the third […]
But today, I choose thankfulness.
{December 4th, 2025} by Sheryl J. Moore
For those of you who didn’t know, I used to be homeless. I was pregnant with my first child, my AJ. ❤️🩹 I was unable to work because of my high risk pregnancy. My ex-husband didn’t have half the work ethic I have. My car was repossessed. I was couch surfing courtesy of people I […]
Regulators defend close relationships with industry
{December 4th, 2025} by John Hilton
The world of insurance regulation is very insular. There isn’t a lot of media coverage, and rulemaking is shared by 50 insurance commissioners, plus representatives from the District of Columbia and U.S. territories. It all creates an environment in which regulators craft rules in partnership with industry, a relationship that is a little too cozy […]
State to decide on potential buyer for PHL Variable policies by Dec. 31
{December 4th, 2025} by John Hilton
Several companies are competing to take over or reinsure all or parts of the troubled PHL Variable Insurance Co. business, and the Connecticut Department of Insurance said it will decide which proposal to pursue by the end of 2025. Five companies submitted proposals of interest: three whole company proposals and two partial company bids. In […]
Cheap Life Insurance: The Most Affordable Coverage from Our Top-Rated Companie
{December 4th, 2025} by Kimberly Lankford
Term life insurance can be surprisingly cheap if you’re relatively healthy when you buy it. This low-cost insurance can be your best option if you need life insurance for a limited time period, such as 10, 20 or 30 years. We analyzed 19 term life insurance companies to find the best options for cheap life insurance. Cost […]
Gen X’s retirement readiness is threatened
{December 4th, 2025} by Susan Rupe
When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis. The Retirement Income Institute looked at the challenges that Gen X must overcome to achieve a success and secure retirement in a recent paper, “Retirement Challenges Facing Gen-X in the Peak 65 Era.” With shrinking […]
The role of riders: Enhancing policy flexibility and protection
{December 4th, 2025} by Jay Scheiner
Once upon a time, a life insurance policy was seen as a static promise, a simple transfer of risk upon death. But now, clients face risks that demand not only a death benefit, but also a financial tool designed to weather market volatility, health crises and the costs of longevity. In the indexed universal life […]
Big, Beautiful Tax Changes
{December 4th, 2025} by John Hilton
The federal tax outlook changed dramatically when Donald Trump defeated Joe Biden in November 2024 — both for the short term and the long. For starters, it meant that the Tax Cuts and Jobs Act of 2017 — Trump’s signature accomplishment from his first term — could be extended. Congress did so in July. Read […]
How cyber insurance will connect consumers and insurers
{December 4th, 2025} by Matt Cullina
It’s no secret that the overwhelming majority of cyber insurance policies underwritten today are for commercial lines. But as the song goes, “The times they are a-changin’.” Several trends are on track to converge in 2026 and boost the perceived value of personal cyber coverage. Read at INN
IUL: It’s about the caps (long term)
{December 4th, 2025} by Sam Rocke
Indexed universal life has always been a bit of a lightning rod for controversy. Advocates suggest IUL has high upside potential with downside protection, while naysayers suggest the product is complicated and that poor market returns in the future will be a major challenge for policyholders. It is true that future market returns are relevant […]
DOL fiduciary future murky as Fifth Circuit tosses appeal
{December 4th, 2025} by John Hilton
The Department of Labor fiduciary rule is again on the ropes after the Fifth Circuit Court of Appeals dismissed the government’s appeal Friday. The appeal was a holdover from the Biden administration, and the government withdrew it earlier in the week. Read at INN
MetLife Completes $10 Billion Variable Annuity Risk Transfer Transaction
{December 4th, 2025} by MetLife
NEW YORK–(BUSINESS WIRE)–MetLife, Inc. (NYSE: MET) today announced it has completed its previously announced $10 billion variable annuity risk transfer transaction with Talcott Resolution Life Insurance Company (Talcott), a life insurance and annuities subsidiary of Talcott Financial Group. Expected foregone annual adjusted earnings total of approximately $100 million will be partially offset by annual hedge […]
NASCAR Champ Kyle Busch’s Pacific Life Lawsuit Moves to Federal Court
{December 4th, 2025} by Dinah Wisenberg Brin
NASCAR champion Kyle Busch’s lawsuit against Pacific Life alleging $8.6 million in losses tied to indexed universal life insurance policies has been moved to federal court in North Carolina. In a complaint filed in North Carolina Superior Court in Lincoln County in October, Busch and his wife, Samantha, accuse Pacific Life and an agent of promoting complex IUL policies […]
To Replace, or Not to Replace, an Annuity
{December 4th, 2025} by John Stevenson
I recently had someone reach out to me who wanted to replace six annuity contracts that he had with Nationwide. He had purchased them three years ago, and the current surrender charges were 9% plus a market value adjustment (MVA) charge of over 3%. With a total of over 12% in surrender charges to get […]
Benefits Law Specialist Calls for All 401(k) Plans to Add Annuities
{December 4th, 2025} by Allison Bell
A benefits law specialist who once served on the Internal Revenue Service employee benefits legal team is making the case for building annuities into all 401(k) plans. Andrew Stumpff Morrison — who is a former Davis Polk partner and a former University of Michigan law school lecturer — has proposed in a new working paper that the […]
Why age alone shouldn’t rule out annuities in retirement
{December 4th, 2025} by David Paul
Retirement today looks very different from what it did even one generation ago. Longer lifespans, unpredictable markets and rising costs for essentials such as health care have forced many retirees to reconsider how they generate income. That is why annuities, once considered niche products, have become mainstream. In 2024, annuity sales reached $432 billion, underscoring […]
PacLife takes top spot as LIMRA reports 14% rise in new life premium
{December 4th, 2025} by Staff Reports
Pacific Life Insurance Co. took over the top spot in life insurance new annualized premium through the first three quarters, LIMRA announced Wednesday. PacLife new annualized premium through three quarters rose nearly 33% from 2024 to $840.6 million. The insurer has been in a tight battle with Northwestern Mutual in recent quarters. Northwestern reported a […]
Behavioral barriers to buying annuities (and how to overcome them)
{December 4th, 2025} by Anna Baluch
Most individuals value financial security, yet many struggle to commit to annuities. More often than not, behavioral barriers rather than the products themselves create the greatest obstacles. Even those who are financially savvy often hesitate to move forward with annuities. “Fortunately, annuities are seeing greater use and acceptance, and the industry is doing a better […]
Annuity Owners Report Higher Levels of Confidence in Retirement Timeline
{December 4th, 2025} by Edward Rueda
Annuity ownership correlates with having more confidence about being able to retire when an individual wants to, and familiarity with annuities is growing, according to a survey from Nationwide Mutual Insurance Co. Surveying 1,034 consumers between the ages of 45 and 75 in July, Nationwide, which sells annuity products, found that 76% of annuity owners expressed confidence […]
Structured annuity sales edge higher in third quarter
{December 4th, 2025} by Nishad Abdul
With US$19.9 billion in sales in Q3 25, structured annuities have grown by almost 25% year on year. Total annuity sales reached US$117 billion, according to Wink’s Sales and Market Report, marking a 1.8% increase from the previous quarter and 1.5% rise year-on-year (YoY). Deferred annuities accounted for US$113.2 billion, which Wink noted as a […]
Annuity Owners Significantly More Confident In Ability To Retire On Time
{December 4th, 2025} by Nationwide Retirement Institut
COLUMBUS, Ohio – High inflation, market volatility, potential Social Security cuts and lengthening lifespans have investors grappling with unprecedented anxiety about financial security in retirement – but those who own an annuity are feeling significantly more optimistic than their peers. According to a recent survey from Nationwide, three-fourths (76%) of annuity owners are confident they […]
New York Life Announces Record $2.78 Billion Dividend for 2026
{December 4th, 2025} by New York Life
Largest dividend payout in company history underscores long-term value delivered to policy owners; marks 172nd consecutive annual dividend NEW YORK–(BUSINESS WIRE)–New York Life, the nation’s largest1 mutual life insurer, today announced that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year […]
Wink, Inc. Releases 3rd Quarter, 2025 Annuity Sales Results
{November 26th, 2025} by Press Release
— FOR IMMEDIATE DISTRIBUTION — NEWS RELEASE Annuity Sales Remain Flat Wink, Inc. Releases 3rd Quarter, 2025 Annuity Sales Results Des Moines, Iowa. November 25, 2025- Wink’s Sales & Market Report, the insurance industry’s #1 resource for annuity sales data since 1998, released its 113th edition report for 3rd Quarter, 2025. One hundred and thirty-nine […]
Third Quarter, 2025 Annuity Sales
{November 26th, 2025} by Sheryl J. Moore
All Annuity Sales Sales for the third quarter of 2025 were $117,069 million, compared with sales of $115,267 million for the third quarter of 2024. Third quarter annuity sales were up nearly 2% when compared to the previous quarter and up nearly 2% when compared to the same period last year. All annuity sales include […]
Our best wishes for a Happy Thanksgiving
{November 26th, 2025} by Sheryl J. Moore and Wink's Intel Pros
So much to be thankful for this year… but most importantly, we are thankful for YOU! The Wink offices will be closed on Thursday and Friday for an extended holiday celebration with our family and friends. Wishing you bountiful blessings at this time of year! -The Wink family
Talcott Financial Bursts into Retail Annuities with Three New Contracts
{November 26th, 2025} by Cyril Tuohy
“They are already quite knowledgeable when it comes to the annuities market, and it shows in their recent product launch,” said Sheryl Moore, CEO of Wink and publisher of Wink’s Sales & Market Report, which tracks the U.S. life and annuity market. Moore noted that Talcott has entered into reinsurance agreements to take over the […]
The funniest possible outcome of the December Fed meeting
{November 26th, 2025} by INN Insider News
The Federal Reserve is deeply divided right now between officials who think it should cut interest rates next month and those who don’t. One plausible result of the vote would create a stunning irony. The big picture: Usually, as a Fed watcher, you don’t spend much effort counting votes. Read at INN
Life and Annuity Issuers Need AI Literacy
{November 26th, 2025} by Shay Alon
Consumers are spending less, and life and annuity issuers are feeling pressure to cut costs to maintain profitability. One way the issuers can respond without hurting the quality of their service is to ramp up use of new types of artificial intelligence systems and other advanced systems. Read At Think Advisor
Annuity sales edge up in Q3, Wink reports
{November 26th, 2025} by Press Release
Total third-quarter sales for all annuities were $117.0 billion, Wink’s Sales and Market Report said. Sales were up 1.8% when compared to the previous quarter and up 1.5% when compared to the same period last year. Annuities tracked in the report include the multiyear guaranteed annuity, traditional fixed annuity, indexed annuity, structured annuity, variable annuity, […]
Caregiving costs create growing obstacle to women’s retirement security
{November 26th, 2025} by Leo Almazora
Women in the US are facing greater financial and career pressures compared to their male peers, according to two new surveys. Read at InvestmentNews
U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs
{November 26th, 2025} by Principal Financial Group
DES MOINES, Iowa–(BUSINESS WIRE)–Rising costs of business expenses and economic uncertainty are testing the resilience of U.S. businesses. The latest Principal Financial Well-Being Index℠ finds optimism among business leaders has declined, with confidence dipping to 6.5 out of 10 in October 2025 from a slight rebound of 6.8 in July 2025. The Index reveals a widening outlook gap […]
Securian Financial Study Reveals How Gen Z and Younger Millennials View Life and Supplemental Health Insurance
{November 26th, 2025} by Securian Financial
ST. PAUL, Minn.–(BUSINESS WIRE)–A new Securian Financial study reveals that Gen Z and younger millennials recognize the importance of life and supplemental health insurance but still harbor key misconceptions that prevent many of them from purchasing it. With Gen Z and millennials now representing more than 40 percent of the U.S. population1, the study highlights […]
AM Best Affirms Credit Ratings of Ameriprise Financial, Inc. and Its Subsidiaries
{November 26th, 2025} 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 ICRs) of “aa-” (Superior) of RiverSource Life Insurance Company (Minneapolis, MN) and its wholly owned subsidiary, RiverSource Life Insurance Co. of New York (Albany, NY). These companies represent the key life/health (L/H) insurance subsidiaries of […]
AM Best Affirms Credit Ratings of American National Insurance Company and Its Affiliates
{November 26th, 2025} 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 Ratings (Long-Term ICR) of “a” (Excellent) of American National Insurance Company (ANICO) and its affiliates, American National Life Insurance Company of Texas and American National Life Insurance Company of New York (Glenmont, NY). These companies are collectively […]
Best’s Market Segment Report: AM Best Maintains Stable Outlook on US Life/Annuity Insurance Segment
{November 26th, 2025} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has maintained its market segment outlook for the U.S. life/annuity insurance segment at stable, supported by a continuation of top-line growth, along with healthy capital and risk-adjusted capital levels. In its Best’s Market Segment Report, “Market Segment Outlook: US Life/Annuity,” AM Best states that the life/annuity segment has been able to grow surplus […]
California proposes greater ‘solvency’ oversight of insurers; industry balks
{November 26th, 2025} by John Hilton
In a year that began with devastating wildfires, California is proposing a disclosure regime to address the long-term solvency of insurance companies. Insurance Commissioner Ricardo Lara unveiled the proposal last month and it focuses heavily on climate change data and policies. The proposed regulation aims to strengthen the long-term financial oversight of insurers as the […]
AM Best Affirms Credit Ratings of Standard Insurance Group Members and Pacific Guardian Life Insurance Company, Limited
{November 26th, 2025} 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 Ratings (Long-Term ICRs) of “a+” (Excellent) of Standard Insurance Company (Portland, OR) and its affiliate, The Standard Life Insurance Company of New York (White Plains, NY), together referred to as Standard Insurance Group (The Standard). Concurrently, AM […]
Mountain Life Announces Nevada, New Mexico, and Rhode Island Expansion
{November 26th, 2025} by Mountain Life
LEXINGTON, Ky., Nov. 19, 2025 /PRNewswire/ — Mountain Life Insurance Company is pleased to announce that it is now operational in the states of Nevada, New Mexico, and Rhode Island. With the awarding of its latest license by the states of Nevada and New Mexico, the company now offers its range of products to customers in 22 states. Mountain […]
6 Consequences of a 40-Year Retirement Horizon
{November 26th, 2025} by John Manganaro
Manulife John Hancock has published its 11th annual Financial Resilience and Longevity Report, building on its ongoing collaboration with the MIT AgeLab and the recently published Longevity Preparedness Index. As the report details, the number of centenarians is increasing steadily here in the United States, meaning the prospect of a four-decade retirement journey is becoming […]
MSN- do better.
{November 26th, 2025} by Sheryl J. Moore
Hidden fees! Confusing terms! EXHORBITANT withdrawal penalties! My dad bought an annuity he didn’t understand, and now he’s stuck with high fees and no way to access his savings without massive penalties. What now? Oh, MSN– when you attest that “here’s how you can help him navigate this financial nightmare and avoid losing even more […]
I believe in the lost art of the handwritten note.
{November 26th, 2025} by Sheryl J. Moore
I believe in the lost art of the handwritten note. Don’t they make you feel happy, when you receive them? That is absolutely how I feel. I mean, who goes out of their way to communicate with others these days? There is something so intimate and special about receiving these notes, which are unmatched by […]
This is how it came to be known as the “10/10” rule.
{November 26th, 2025} by Sheryl J. Moore
Just so you know… There was a HUGE problem with high commission, long surrender charge, high bonus annuities just before/after the turn of the century. Seniors were being taken advantage of using these products, which were often indexed annuities. That got regulators’ attention. In response, just before 2005, I started to see individual states begin […]
Friends in the FMOs– how are sales?
{November 26th, 2025} by Sheryl J. Moore
How are fourth quarter annuity sales doing from my friends in the Field Marketing Organizations (FMOs)? Are sales up or down? Join in the LinkedIn conversation here.
Kyle Busch IUL lawsuit moved to federal court at PacLife’s request
{November 26th, 2025} by John Hilton
A lawsuit by NASCAR star Kyle Busch against Pacific Life and an advisor over a poorly performing indexed universal life insurance policy moved to federal court Thursday. Busch and his wife, Samantha, filed the lawsuit in Lincoln County, N.C., state court, where the Busches live. The complaint accuses Pacific Life Insurance Co. and its appointed agent of […]
I have heard that things there are dysfunctional, but this is bananas.
{November 26th, 2025} by Sheryl J. Moore
An article about Northwestern Mutual‘s recruiting and training of new agents… ‘Friends end up blocking you’: Northwestern Mutual sold college grads a dream job. They left in ruin and debt I have heard that things there are dysfunctional, but this is bananas. Everyone has likely heard of this: A college grade attended his NWML “interview […]
Trump DOL to Abandon Fiduciary Rule Defense
{November 26th, 2025} by Melanie Waddell
The Labor Department’s Employee Benefits Security Administration has decided not to pursue its defense of the Biden-era fiduciary rule. The 2024 DOL fiduciary rule was previously stayed by two federal district courts in challenges brought by insurance industry groups, which stopped the rule from taking effect. Read at Think Advisor
Business Innovators Radio network
{November 26th, 2025} by Sheryl J. Moore
Last week, I was interviewed by Mike Saunders, MBA on Influential Entrepreneurs. Click HERE to listen in! While I don’t need the help with credibility (something I’ve somehow acquired over the past 26 years), some of you may. Mike is a brilliant marketing mind, and can help. -sjm
‘Take this as a win’: NAIC creates new life insurance illustration group
{November 26th, 2025} by John Hilton
The National Association of Insurance Commissioners is creating a new working group to address life insurance and annuity illustrations. The aptly named Life Insurance and Annuities Illustrations Working Group will: “Evaluate concepts for improving life insurance and annuity illustrations and disclosures, and consider revisions to relevant NAIC models or develop other guidance where feasible and […]
Benefits Law Specialist Calls for All 401(k) Plans to Add Annuities
{November 26th, 2025} by Allison Bell
A benefits law specialist who once served on the Internal Revenue Service employee benefits legal team is making the case for building annuities into all 401(k) plans. Andrew Stumpff Morrison — who is a former Davis Polk partner and a former University of Michigan law school lecturer — has proposed in a new working paper that the […]
Heartland National launches a new FIA featuring High Water Mark on volatility-controlled indexes
{November 26th, 2025} by Heartland National
KANSAS CITY, MO, UNITED STATES, November 11, 2025 /EINPresswire.com/ — Heartland National Life Insurance Company (HNL) today announced the launch of its latest product, the Secure Retirement Fixed Indexed Annuity (FIA). Developed with input from experienced agents, the FIA is designed to provide a clear and straightforward approach to retirement savings. “We designed this FIA from an agent’s perspective […]
How AI is lowering the barrier for annuities sales
{November 26th, 2025} by Rayne Morgan
Annuities may have had a reputation as a complex, difficult product for advisors to sell, but Zinnia CEO George Esposito believes AI is breaking that barrier down. “There is a huge opportunity for AI to lower the barrier for distribution and education of that product. Product design and consumer trust is built by using AI […]
US life insurers ramp up offshore reinsurance amid profit surge – Moody’s
{November 26th, 2025} by Kenneth Araullo
Offshore reinsurance remained a central focus for US life insurers in the third quarter, as companies continued to leverage these structures to enhance capital efficiency and financial flexibility, according to Moody’s. Alongside this trend, life insurers reported increased profitability and sales growth, supported by a favorable macroeconomic environment. Investment income rose 4% from the previous quarter, […]
Influential Women Spotlights Lauren Hanson: Regional Sales Director – Annuities at RiverSource
{November 26th, 2025} by Influential Women
MINNEAPOLIS, MN, UNITED STATES, November 26, 2025 /EINPresswire.com/ — Empowering Financial Futures with Integrity, Expertise, and Passion Lauren Hanson, RICP, is a dedicated financial professional and current Regional Sales Director – Annuities at RiverSource. With over ten years of experience in financial services, Lauren partners with Financial Advisors to help clients build robust financial futures […]
Kyle Busch Case: A day of reckoning for indexed universal life?
{November 18th, 2025} by John Hilton
Samuelson and Sheryl Moore, founder of Wink, Inc. and Moore Market Intelligence, joined forces in 2022 to author a letter to the National Association of Insurance Commissioners on the regulation of IUL. The letter commented on Actuarial Guideline 49-A, one of several actions regulators have adopted to rein in IUL illustrations. Adopted in late 2020, […]
Annuity Trends to Watch For in 2026: Products, tech, and market shifts
{November 18th, 2025} by Anna Baluch
The U.S. annuity market has grown significantly, and that momentum is bound to continue into 2026. Record-breaking annuity sales over the past several years reflect a growing demand for safety and guaranteed income driven by market volatility, demographic shifts, and heightened awareness of retirement income gaps. “With the U.S. entering its second consecutive year of […]
10 U.S. Life and Annuity Issuers With the Most Assets: 2025
{November 18th, 2025} by Allison Bell
The baby boomers are rushing toward their oldest-old years, they need guaranteed private income to supplement Social Security, and life and annuity issuers are building up the piles of assets that will create some of that guaranteed income. The American Council of Life Insurers tells the story in charts in the 80th edition of the ACLI […]
No doubt the folks at American Equity will never forget you, nor will I.
{November 18th, 2025} by Sheryl J. Moore
A longtime friend, of a great many years, died recently. I just found out. Kirby Wood– you will be missed. No doubt the folks at American Equity will never forget you, nor will I. You were adored by many. Let’s share our favorite memories of Kirby! My favorite was after a speaking event (for whom […]
2 in 5 Americans Plan to Scale Back Holiday Spending–Some Skip Gifts Altogether
{November 18th, 2025} by Nationwide
COLUMBUS, Ohio, Nov. 17, 2025 /PRNewswire/ — This holiday season has arrived with a mix of confidence and caution: While more than half (55%) of Americans say they feel secure in their personal finances, many are tightening their belts and their holiday spending in anticipation of tougher times ahead, according to a 2025 Economic Impact Survey from Nationwide. […]
Manulife John Hancock Releases New Retirement Report with Insights on Preparing for a Better 40-Year Retirement Journey
{November 18th, 2025} by Manulife Wealth & Asset Management
BOSTON, Nov. 18, 2025 /PRNewswire/ – Today, Manulife John Hancock Retirement, a company of Manulife Wealth & Asset Management, unveiled its comprehensive Financial Resilience and Longevity Report, offering insights into retirement preparedness to help individuals across generations approach their retirement years with confidence. Based on the company’s eleventh annual survey of U.S. retirement plan participants across Gen Z, […]
Group 1001 Insurance Recognized with 2025 Gartner Eye on Innovation Award for Insurance
{November 18th, 2025} by Group 1001 Insurance
ZIONSVILLE, Ind.–(BUSINESS WIRE)–Group 1001 Insurance today announced it has been named the Americas regional winner for the 2025 Gartner Eye on Innovation Award for Insurance for its innovative Transfer Automation Packet solution. This recognition underscores Group 1001’s commitment to developing modern technology that drives innovation and delivers transformative solutions in the financial services industry. The Gartner Eye […]
AM Best Affirms Credit Ratings of Globe Life Inc. and Its Subsidiaries
{November 18th, 2025} 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 Ratings (Long-Term ICR) of “a+” (Excellent) of the key life/health subsidiaries of Globe Life Inc. (Globe Life) (headquartered in McKinney, TX) [NYSE: GL]. Concurrently, AM Best has affirmed the Long-Term ICR of “bbb+” (Good) of Globe Life. […]
Protective Announces Key Leadership Promotions to Support Continued Growth
{November 18th, 2025} by Protective Life Corporation
BIRMINGHAM, Ala.–(BUSINESS WIRE)–Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), is pleased to announce the promotion of two senior leaders that will position the company for future growth. Effective January 1, 2026, Paul Wells will assume the role of President, Chief Financial Officer, and Wade Harrison will be become Vice Chairman, Chief Operating […]
NASCAR Driver’s IUL Suit Shows Litigation Revving Up
{November 18th, 2025} by Allison Bell
NASCAR champion Kyle Busch and his wife, Samantha, attracted a wave of attention last month when they sued Pacific Life over $8.6 million in losses on indexed universal life insurance policies. For NASCAR fans, the story was a glimpse at the financial concerns of the rich and famous. Read at Think Advisor
5 Things About Life Insurers That Worry the Fed
{November 18th, 2025} by Allison Bell
The Federal Reserve Board has come out with its latest annual report on what could make life insurance and annuity issuers — and the rest of the U.S. financial system — collapse like a house of ugly cards. Fed financial stability risk trackers focused much more attention on banks, securities dealers, money market fund managers and other […]
Annuity regulations and products will evolve in 2026
{November 18th, 2025} by Brian Kunkel
The annuity industry is shifting quickly, and the changes coming in 2026 will demand more from every financial professional. We’re getting more questions than ever about protected income, taxes and long-term planning. Read at INN ……………………….. Article Excerpt: Fixed indexed annuities continue to expand. Wink’s Sales & Market Report recently noted 96 new FIA products through […]
TIAA Announces Name Changes to Three CREF Variable Annuity Accounts
{November 18th, 2025} by TIAA
NEW YORK, Nov. 17, 2025 /PRNewswire/ — TIAA today announced that three variable annuity accounts in its flagship $290 billion CREF Variable Annuity suite will receive new names effective November 30, 2025, to better reflect their investment strategies and align with widely recognized industry terminology. The name changes will make it easier for clients to understand each […]
NAIC task force recommends 10-year data history for index illustrations
{November 18th, 2025} by John Hilton
A National Association of Insurance Commissioners task force agreed Thursday to recommend that 10 years of historical data be required to illustrate index components. The recommendation defied industry lobbyists who preferred the change to Actuarial Guideline 49-A be set at five years of history. The change, along with editorial corrections, was adopted unanimously by the […]
New Premium at Allianz Life Falls 20% on Promotion Cycle Change
{November 18th, 2025} by Cyril Tuohy
Sheryl Moore, CEO of Wink and publisher of Wink’s Sales & Market Report, which tracks the U.S. life and annuity market, said the 2024 third-quarter Allianz Life promotion resulted in the company’s highest-ever quarterly sales for fixed-indexed annuities. In the third quarter of last year, Allianz Life was the top seller of FIAs with a […]
Transamerica expands stable value access to retirement plans across recordkeepers
{November 18th, 2025} by Transamerica
BALTIMORE, Nov. 12, 2025 /PRNewswire/ — Transamerica today announced the immediate availability of an Investment Only version of the Transamerica Guaranteed Investment Option (GA SVIO), the company’s highly regarded general account stable value account. This solution makes the Transamerica Guaranteed Investment Option contract available to retirement plans administered by any third party recordkeeper. The offering expands access to […]
F&G Annuities & Life’s Q3 Earnings Call: Our Top 5 Analyst Questions
{November 18th, 2025} by Anthony Lee
F&G Annuities & Life delivered a strong Q3, with management highlighting robust sales momentum and record assets under management as primary drivers for the positive results. CEO Christopher Blunt attributed the outperformance to “one of our best sales quarters in history, the launch of our new reinsurance sidecar, and strong performance across the business.” The […]
My Son’s Classmate Died
{November 18th, 2025} by Charlie Gipple, CFP, CLU, ChFC
Last month as I was driving to the grocery store, about a mile up my road the police had completely blocked it off. This may be a common thing in a place like New York City, but in the suburban area of Johnston, Iowa, something bad had obviously happened. A couple of hours later my […]
Annuity FYI Celebrates 25 Years as America’s Trusted Independent Annuity Resource
{November 18th, 2025} by Somerset Wealth Strategies
PORTLAND, Ore., Nov. 13, 2025 /PRNewswire/ — Annuity FYI, operated by Somerset Wealth Strategies, one of the nation’s first and most trusted online annuity resources, is celebrating 25 years of helping Americans achieve financial independence, peace of mind, and confidence in retirement. Since 2000, the company has guided thousands of individuals and families across all 50 states […]
Financial Professionals and Clients Disagree on Key Retirement Planning Conversations
{November 18th, 2025} by Alliance for Lifetime Income
WINDSOR, Conn., Nov. 18, 2025 /PRNewswire/ — Financial professionals (FPs) and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning (PRIP) study released today. A key component of a comprehensive and effective […]
Millions of Public Sector Workers Risk Retirement Income Shortfall Without More Guaranteed Income, TIAA Institute Analysis Shows
{November 18th, 2025} by TIAA Institute
Analysis of retirement systems across 50 states offers state lawmakers a framework to help state workers get to an 80% pre-retirement income replacement target NEW YORK, Nov. 18, 2025 /PRNewswire/ — New TIAA Institute research finds that while many state retirement plans help workers achieve financial security in retirement, several states fall short, particularly those that don’t offer Social […]
Techficient CEO Todd Ruplinger Honored with ID Twenty Award at NAILBA 44
{November 18th, 2025} by Techficient
BOISE, Idaho, Nov. 12, 2025 /PRNewswire/ — Techficient proudly announces that CEO Todd Ruplinger has been recognized as an ID Twenty Award recipient at the NAILBA 44 Conference in Dallas, Texas this week. The prestigious award celebrates “innovators, change-makers, and trailblazers” within the independent distribution community, honoring individuals who demonstrate bold vision and transformative leadership in the industry. Ruplinger was nominated by Wade Seward, SVP and […]
Applying for a job? If the CEO gives you instructions, follow them.
{November 12th, 2025} by Sheryl J. Moore
If you are in the market for a job, pay attention: 1. Send your resume in Adobe. Edited**Found out this may not be beneficial if not all applicant tracking systems can read a PDF. (Not only does Word show who ACTUALLY drafted your resume, but PDFs are the cool kid when it comes to forwarding […]
Aquarian Capital to Acquire Brighthouse Financial
{November 12th, 2025} by Aquarian Capital LLC
NEW YORK & CHARLOTTE, N.C.–(BUSINESS WIRE)–Aquarian Capital LLC (“Aquarian Capital”), a diversified global holding company with a strategic portfolio of insurance and asset management businesses, and Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF), announced today the signing of a definitive merger agreement under which an affiliate of Aquarian Capital will acquire Brighthouse […]
Brighthouse Financial Announces Third Quarter 2025 Results
{November 12th, 2025} 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 third quarter ended September 30, 2025. Third Quarter 2025 Results The company reported net income available to shareholders of $453 million in the third quarter of 2025, or $7.89 per diluted share, compared with net income […]
AM Best Places Credit Ratings of Brighthouse Financial, Inc. and Its Subsidiaries Under Review With Negative Implications
{November 12th, 2025} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has placed under review with negative implications the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a+” (Excellent) of Brighthouse Life Insurance Company (headquartered in Charlotte, NC), New England Life Insurance Company (Boston, MA) and Brighthouse Life Insurance Company of NY (New York, NY). […]
Brighthouse Financial Cancels Conference Call to Discuss Third Quarter 2025 Results and Provides Select Preliminary Financial Results
{November 12th, 2025} by Brighthouse Financial, Inc
CHARLOTTE, N.C.–(BUSINESS WIRE)–Following the issuance of a news release earlier today announcing that Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF) has entered into a definitive merger agreement under which Aquarian Capital (“Aquarian”) will acquire Brighthouse Financial for $70.00 per common share in cash, the Company announced today that it will not be […]
7 Things Fitch Says About Aquarian’s $4.1B Brighthouse Deal
{November 12th, 2025} by Allison Bell
Clients love the ability of life and annuity issuers to protect them from investment market and general economic volatility. The insurance rating analysts who track the issuers’ finances do not love to see issuers assuming large amounts of responsibility for protecting retirement savers and others against volatility and keeping the obligations on their own books, […]
Brighthouse Financial accepts $4.1B takeover offer from Aquarian
{November 12th, 2025} by John Hilton
Brighthouse Financial confirmed this morning that Aquarian Capital will acquire it in a $4.1 billion deal. Brighthouse canceled its third-quarter earnings call scheduled for Friday and instead immediately released third-quarter financial results. The insurer posted a combined total adjusted capital of $5.4 billion. Read at INN Wink’s Moore on the Market: In case you didn’t know- […]
TruStage™ Launches New Registered Index-Linked Annuity Option Designed for both Income and Growth
{November 12th, 2025} by TruStage
MADISON, Wis., Nov. 5, 2025 /PRNewswire/ — TruStage™, a leading insurance and financial services provider, today launched the latest solution in their suite of registered index-linked annuities (RILAs), the TruStage™ ZoneChoice Income Annuity underwritten by MEMBERS Life Insurance Company. The product is designed to provide two options for income, offering the highest guaranteed income (IncomeGrowth Protection) or the […]
Life insurance new premium up 16% in the third quarter, LIMRA reports
{November 12th, 2025} by Staff Reports
Life insurance new annualized premium increased 16% year over year to $4.3 billion in the third quarter, according to LIMRA’s preliminary individual life insurance sales results, which represent 80% of the U.S. market. The number of policies sold rose 10% in the third quarter. In the first nine months of 2025, new annualized premium totaled […]
F&G Annuities & Life Reports Third Quarter 2025 Results
{November 12th, 2025} by F&G Annuities & Life, Inc.
DES MOINES, Iowa, Nov. 6, 2025 /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 third quarter ended September 30, 2025. Net earnings attributable to common shareholders (net earnings) for the third quarter were […]
Senior Market Sales® (SMS) Acquires Austin-Based Abt Insurance Agency
{November 12th, 2025} by Senior Market Sales
OMAHA, Neb.–(BUSINESS WIRE)–Senior Market Sales® (SMS), one of the industry’s premier field marketing organizations (FMOs), has acquired the rapidly growing Abt Insurance Agency, further expanding the FMO’s Medicare insurance distribution nationally. “SMS has continually been a partner to Abt Insurance Agency on an FMO level, and we have benefited greatly from a lot of their technology […]
FNF Reports Third Quarter 2025 Financial Results
{November 12th, 2025} by Fidelity National Financial, Inc.
JACKSONVILLE, Fla., Nov. 6, 2025 /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 & […]
These annuities act like ‘bumpers in a bowling lane’ to limit losses, advisor says: What to know before you buy one
{November 12th, 2025} by Sarah O'Brien
Investors who want to benefit from stock market gains but limit the impact of its losses are increasingly turning to registered index-linked annuities. Like other annuities, RILAs are insurance contracts that involve handing over money in exchange for a payout, often at a later date. As the name suggests, a RILA’s performance is based on a stock market […]
Transamerica Issues Instant-Underwriting Version of Best-Selling IUL Policy
{November 12th, 2025} by Cyril Tuohy
n the second quarter, sales of indexed life — indexed universal and indexed whole life – rose 11% from a year ago to $829.7 million, market researcher Wink reported earlier. Transamerica Life was the No. 2 seller of indexed universal life in the July-September period, Wink said. Transamerica’s Financial Foundation IUL II was the best-selling indexed life insurance product […]
Annuities: Strengthening the three-legged retirement stool
{November 12th, 2025} by Susan Rupe
The three-legged stool of retirement planning has grown a bit wobbly over the years as fewer workers can rely on a pension during their post-employment years. But research has found that incorporating guaranteed lifetime income into the retirement investment mix can strengthen two of the stool’s legs while giving retirees more money to spend. Read […]
Judge approves nearly $6M of fees and expenses in Greg Lindberg case
{November 12th, 2025} by John Hilton
A North Carolina judge approved nearly $6 million worth of fees and expense reimbursements last week for lawyers working on the Greg Lindberg court cases. Judge Max O. Cogburn signed several orders on fees and expenses for the law firm Grier Wright Martinez, serving as special masters, as well as defense attorneys representing Lindberg. Read […]
How Annuities Can Help Retirees Fund Long-Term Care
{November 12th, 2025} by John Manganaro
Health shocks that drive the need for expensive long-term care often arise suddenly and are frequently permanent. This makes the prospect of serious disability in retirement one of the biggest sources of stress for late-career workers as they map out their future income strategy. As discussed in a new working paper published by the National Bureau of […]
Commission-Free Annuities Drive Elusive Organic Growth: David Lau
{November 12th, 2025} by John Manganaro
The outsized pace of mergers and acquisitions is one of the major trends reshaping the RIA industry, with RIA M&A deals already reaching an annual record in 2025. A growing stable of RIA firms have achieved eye-watering valuations as they have sold in whole or in part to new partners ranging from major private equity backers interested […]
Hexure Launches AI Enabled Version of Its Platform to Power Life Insurance Sales
{November 12th, 2025} by Hexure
DALLAS–(BUSINESS WIRE)–Hexure, the leader in digital sales solutions for the insurance and financial services industry, today announced significant enhancements to its platform, strengthening support for life insurance carriers and distributors. These advancements build on Hexure’s proven foundation, delivering a unified, powerful digital experience that enables seamless quoting, illustration, and application and beyond for life insurance, […]
JPMorgan’s Billionaire Clients Want Sports Teams More Than Fine Art
{November 10th, 2025} by Ben Stupples
JPMorgan Chase & Co.’s super-rich clients are bolstering investments in sports teams as rising values increasingly attract capital from institutional firms and they mature as an asset class. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams, up from 6% three years ago, JPMorgan said […]
November is National Family Caregivers Month: National Life Group Partners With Homethrive to Add Free Caregiver Support
{November 10th, 2025} by National Life Group
MONTPELIER, Vt. & ADDISON, Texas–(BUSINESS WIRE)–National Life Group has announced a strategic partnership with Homethrive, a leading caregiving support solution. Johns Hopkins Bloomberg School of Public Health estimates there are 63 million caregivers in the U.S.1 The collaboration aims to provide meaningful relief and resources to families and individuals across the full spectrum of caregiving situations, from childcare […]
Wink Career Opportunity: Service Specialist
{November 4th, 2025} by Wink
Job Title: Service Specialist Department: Service Reports To: President Position Type: Full-time, Exempt Travel Required: 0-25% Date Revised: Oct 2025 SUMMARY The Service Specialist serves as the anchor of the administrative unit by taking ownership of WinkIntel.com (the website) in terms of product research, implementation, and maintenance. The qualified candidate will serve as a product […]
Why? Because I am hiring. Again!
{November 4th, 2025} by Sheryl J. Moore
I could really use the help of #TheAlmightyNetwork, if you all are amenable. Why? Because I am hiring. Again! I am looking for an administrative employee who has some experience in the life insurance/annuity space. I need an employee that doesn’t mind repetitive work and has attention to detail. This person must be cool to […]
Axonic Insurance Secures a $210 Million Preferred Equity Investment from LuminArx and Deutsche Bank
{November 4th, 2025} by Axonic
NEW YORK–(BUSINESS WIRE)–Axonic Insurance, a global annuity and insurance platform, today announced a $210 million preferred equity investment led by LuminArx Capital Management (“LuminArx”), a global capital solutions provider, with participation from Deutsche Bank. Axonic Insurance is an innovative insurance platform that designs, distributes, issues, and manages annuity and related product offerings for individual consumers […]
Transamerica Launches FFIUL II Express to Deliver 100% Instant-Decision Life Insurance
{November 4th, 2025} by Transamerica
BALTIMORE , Nov. 4, 2025 /PRNewswire/ — Transamerica today announced the launch of Transamerica Financial Foundation IUL® II Express (FFIUL II Express), an indexed universal life insurance product with 100% instant decision underwriting – making Transamerica one of the few carriers delivering immediate coverage decisions on multiple products. With instant underwriting decisions and coverage available in as little […]
Axonic Insurance gets $210 million from new investors
{November 4th, 2025} by Editorial Staff
‘We’re decomposing the insurance industry into its parts,” Axonic Insurance CEO Michael Gordon told RIJ in 2024. “We want to make Lego sets, and put pieces together.’ Read at RIJ
Third Point Joins the Triangle, Cayman-Style
{November 4th, 2025} by Kerry Pechter
Another asset manager goes subtropical. Third Point Investors Ltd. established Malibu Re in the Cayman Islands, bought a Texas life insurer from Mutual of America, acquired a private credit shop, and received $25m each from Voya and ReliaStar. Read at RIJ
John Hancock Premieres Ground-Breaking Documentary Series: Longer. Healthier. Better.™ — Leaders in Longevity
{November 4th, 2025} by John Hancock
BOSTON, Oct. 29, 2025 /PRNewswire/ – Today, John Hancock announced the debut of a new documentary series exploring how advances in science, technology, and lifestyle choices are reshaping the way we age. The six-part series, Longer. Healthier. Better. — Leaders in Longevity, features leading voices in medicine and longevity research offering practical insights and fresh perspectives designed to help Americans enhance […]
Kansas City Life Announces Third Quarter 2025 Results
{November 4th, 2025} by Kansas City Life Insurance Company
KANSAS CITY, Oct. 31, 2025 /PRNewswire/ — Kansas City Life Insurance Company recorded net income of $3.2 million or $0.33 per share in the third quarter of 2025, up from net income of $1.3 million or $0.14 per share in the third quarter of 2024. The improvement in net income in the third quarter of 2025 reflected […]
CNO Financial Group Reports Third Quarter 2025 Results
{November 4th, 2025} by CNO Financial Group, Inc.
CARMEL, Ind., Nov. 3, 2025 /PRNewswire/ — CNO Financial Group, Inc. (NYSE: CNO) today reported net income of $23.1 million, or $0.24 per diluted share, in 3Q25 compared to $9.3 million or $0.09 per diluted share, in 3Q24. Non-economic accounting impacts due to market volatility decreased net income in both 3Q25 and 3Q24. Net operating income,(1) which excludes these […]
Only half of American millionaires plan to leave an inheritance – and just one-third consider themselves “wealthy,” according to Northwestern Mutual Planning & Progress Study
{November 4th, 2025} by Northwestern Mutual
MILWAUKEE, Nov. 4, 2025 /PRNewswire/ — Is $1 million enough to feel affluent in America? Not according to most millionaires. Just 36% of the nation’s wealthiest citizens actually consider themselves “wealthy,” and nearly half (49%) say their financial planning needs improvement. Meanwhile, only about half of American millionaires (53%) expect to leave an inheritance or charitable gift […]
Prudential Financial, Inc. Announces Third Quarter 2025 Results
{November 4th, 2025} by Prudential
NEWARK, N.J.–(BUSINESS WIRE)–Prudential Financial, Inc. (NYSE: PRU) today reported third quarter results. Net income attributable to Prudential Financial, Inc. was $1.431 billion ($4.01 per Common share) for the third quarter of 2025, compared to net income of $448 million ($1.24 per Common share) for the third quarter of 2024. After-tax adjusted operating income was $1.521 […]
Lincoln Financial Reports 2025 Third Quarter Results
{November 4th, 2025} by Lincoln Financial Group
RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial (NYSE: LNC) today reported financial results for the third quarter ended September 30, 2025. Strong financial performance in the quarter demonstrates broadening of momentum and balanced growth across all business segments. Third quarter net income available to common stockholders was $411 million, or $2.12 per diluted share. Third quarter adjusted operating […]
Most Popular Best’s Review Articles Include ‘AI Model Poisoning Emerges as New Threat to Insurance Data Integrity’ and More
{November 4th, 2025} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–In the past 30 days, Best’s Review readers have been most interested in the following insurance news coverage: “AM Best: AI Model Poisoning Emerges as New Threat to Insurance Data Integrity” looks at a form of AI manipulation that corrupts training data. “Self-Driving Shift Comes With Early Costs, Changing Landscape for Insurers” investigates the potential […]
Zinnia Unveils The Policy Processor 8.0: An AI-Powered Leap Forward in L&A Underwriting
{November 4th, 2025} by Zinnia
GREENWICH, Conn.–(BUSINESS WIRE)–Zinnia, a leading life and annuity (L&A) technology company, today announced the launch of The Policy Processor (TPP) 8.0, the latest evolution of its trusted underwriting platform. Built on a cloud-based architecture, TPP 8.0 delivers scalability, security, and continuous innovation to meet evolving business needs. It enables carriers to modernize underwriting with AI-enabled […]
Corebridge Financial Announces Third Quarter 2025 Results
{November 4th, 2025} by Corebridge Financial
HOUSTON–(BUSINESS WIRE)–Corebridge Financial, Inc. (“Corebridge” or the “Company”) (NYSE: CRBG) today reported financial results for the third quarter ended September 30, 2025. Kevin Hogan, President and Chief Executive Officer, said, “Corebridge delivered another quarter of solid performance, with our diversified businesses generating $12.3 billion of sales. The VA reinsurance transaction has enhanced our position, and […]
Equitable Holdings Reports Third Quarter 2025 Results
{November 4th, 2025} by Equitable Holdings, Inc
NEW YORK–(BUSINESS WIRE)–Equitable Holdings, Inc. (“Equitable Holdings”, “Holdings”, or the “Company”) (NYSE: EQH) today announced financial results for the third quarter ended September 30, 2025. “We reported third quarter Non-GAAP operating earnings per share of $1.48, or $1.67 excluding notable items, up 2% from the prior year quarter. We continue to see strong organic growth […]
Jackson Announces Outstanding Third Quarter 2025 Results
{November 4th, 2025} by Jackson National Life Insurance Company
LANSING, Mich.–(BUSINESS WIRE)–Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced its financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Key Highlights Retail annuity sales1 of $5.4 billion in the third quarter of 2025, up 2% from the third quarter of 2024, reflecting continued strong demand across our product suite – Variable […]
BD Hit With $80K Fine Over Annuity Switches, Background Checks: FINRA
{November 4th, 2025} by Melanie Waddell
The Financial Industry Regulatory Authority has fined Supreme Alliance $80,000 for failing to supervise purchases of deferred variable annuities and rates of VA exchanges as well as failing to document registered reps’ background checks. Supreme Alliance, based in Charlotte, North Carolina, distributes mutual funds and variable life insurance or annuities. It has about 40 registered […]
Ameriprise CEO Wonders If Some Competitors Are ‘Overlevered’
{November 4th, 2025} by Allison Bell
Ameriprise CEO James Cracchiolo is wondering how long competitors will be able to pay what he sees as very high prices to keep luring advisors away. Cracchiolo talked about competition for advisors last week during a conference call with securities analysts. Read at Think Advisor
What Comes Next in Brighthouse Buyout Saga as Aquarian Resurfaces
{November 4th, 2025} by Cyril Tuohy
If Brighthouse sells for $70 a share, that would “absolutely” tempt other life and annuity companies looking to sell themselves, said Sheryl Moore, CEO of Wink, publisher of Wink‘s Sales & Market Report, and a long-time life and annuity market analyst. Asset managers that buy life insurers are sometimes viewed skeptically as they may not have the long-term […]
Corebridge Financial preps for CEO, CFO changes amid strong Q3 report
{November 4th, 2025} by John Hilton
Corebridge Financial has not been around that long, but the majority of its short time in business has been spent near the very top of a red-hot annuity sales market. That makes the impending departures of both CEO Kevin Hogan and Chief Financial Officer Elias Habayeb all the more surprising. Hogan will step down at […]
Ho hum, Q3 annuity sales set yet another record at $119B, LIMRA reports
{November 4th, 2025} by Press Release
Total annuity sales increased 4% to $119.3 billion in the third quarter of 2025, setting yet another quarterly sales record, LIMRA reported. This marks the eighth consecutive quarter of $100+ billion in sales. Year-to-date annuity sales totaled $345 billion, up 4% year-over-year. Read at INN
Regulators hear pushback on proposal to hide RBC data
{November 4th, 2025} by John Hilton
A public comment period ended on Thursday, with insurance regulators no closer to a final decision on a controversial proposal to limit the publication of risk-based capital (RBC) data. More than 300 people participated in a joint conference call between the Capital Adequacy Task Force and the Risk-Based Capital Model Governance Task Force. Regulators spent […]
Symetra Named to 2025 Fortune Best Workplaces For Women™ List
{November 4th, 2025} by Symetra
BELLEVUE, Wash.–(BUSINESS WIRE)–Symetra Life Insurance Company announced that Fortune® magazine and Great Place to Work®, the global authority on workplace culture, have recognized Symetra on the 2025 Fortune Best Workplaces for Women™ List. This is Symetra’s fourth consecutive appearance on the list, coming in at No. 32 among the top 100 organizations in the large workplace category. To determine […]
NASCAR driver Kyle Busch sues insurance company for $8.5 million, alleging deceptive practices
{November 4th, 2025} by John Marshall
AVONDALE, Ariz. (AP) — Kyle Busch bought what he thought was a safe life insurance plan that would provide self-funding income for his retirement. When Pacific Life Insurance Company sent a sixth premium notice on what was supposed to be a five-year payment plan — and most of the money he invested was gone — […]
Best’s Special Report: U.S. Life/Health Insurance Segment Rating Changes Tapered Off in First Half 2025
{November 4th, 2025} by AM Best
OLDWICK, N.J.–(BUSINESS WIRE)–Rating change activity in the U.S. life/health segment was noticeably lower in the first half of 2025, with downgrades also decreasing compared with the same prior-year period, according to a new AM Best special report. The Best’s Special Report, titled, “Fewer L/H Rating Changes in First Half 2025,” notes that U.S. life/annuity insurers continue to benefit from […]
Integrity Launches IntegrityCONNECT Proprietary Technology in Spanish to Agents Nationwide
{November 4th, 2025} by Integrity Marketing Group, LLC
Integrity Launches IntegrityCONNECT Proprietary Technology in Spanish to Agents Nationwide Transformative growth engine created for agents to serve clients in local communities now available in Spanish language DALLAS – OCTOBER 29, 2025 – Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement […]
The Bucket
{November 4th, 2025} by Editorial Staff
New record for annuity sales: LIMRA; Alight and MetLife partner to offer income annuities in DC plans; Annuities Genius launches AI-driven research tool; NAIC and ACLI differ over wisdom of publicizing insurers’ RBC ratios. Read at RIJ
The Annuity Show Returns with Fresh Insights on Annuities and Smart Retirement Planning
{November 4th, 2025} by The Annuity Show
FORT LAUDERDALE, Fla., Nov. 4, 2025 /PRNewswire/ — The Annuity Show is back, bringing trusted financial education to viewers seeking clarity about one of the most misunderstood tools in retirement planning: annuities. The series, featuring Elise Roberts, Certified Financial Fiduciary®, delivers clear, actionable insights every Tuesday morning through its website, TheAnnuityShow.com, and on YouTube under The Annuity Show. Each episode breaks […]
Bodwell Insurance Solutions Partners with Integrity to Elevate Guidance and Product Offerings for Seniors
{November 4th, 2025} by Integrity Marketing Group, LLC
DALLAS, Nov. 4, 2025 /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 Bodwell Insurance Solutions, an independent marketing organization based in West Virginia and led by Jonathan Bodwell. Financial details of the partnership were not disclosed. For more […]
Best Whole Life Insurance Companies of 2025
{November 4th, 2025} by Amy Danise, Kimberly Lankford
We examined 10 large sellers of whole life insurance to find the best options based on policy fees, the reliability of policy illustrations, access to cash value and complaints against each company about its life insurance. Read at WSJ
And just who is policing them?
{October 28th, 2025} by Sheryl J. Moore
I know I am going to get a lot of hate mail for this, but I have to agree with Bruce Kelly‘s (of InvestmentNews‘) position on this piece. Financial advice cockroaches have plenty of life selling insurance Are “cockroach” bad brokers moving to the insurance industry when they get caught? YES, they are. And just […]
