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Semi-retirement: helping clients balance flexibility with financial security

7 hours ago
Image shows a split circle with "work" and "leisure" options
Advisors with clients contemplating semi-retirement need to understand what that actually means for the client and their family. Read more
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TOP NEWS
  • NAIC fall meeting to take up private credit as insurer exposure tops $1.2T

  • Athene CEO criticizes offshore reinsurance, risk-taking by competitors

  • Farmers faces class-action lawsuit over agent commission cuts

  • Three lawsuits put life insurers’ cost-of-insurance practices under scrutiny

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In this issue...

  • AI: Going beyond the chatbot
  • The velocity of money — with Stefun Darts
  • Adapt and fly — With Panos Leledakis
  • Failing to plan for succession sends a troubling signal
  • Demographics are destiny — and, for advisors, opportunity
  • 4 ways to give workplace life insurance a higher profile
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SPECIAL FEATURE

Start estate planning before the family needs it

Families who plan have options when it matters most. Read More

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From The Field

A practical benefits strategy for cost-conscious employers

Gap insurance is designed to work alongside major medical coverage, not replace it.

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    Why voluntary benefits belong in the broader talent strategy

    As employees face rising healthcare costs and greater financial pressure, these offerings deserve a more central role in workplace strategy.

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      Medicare is already reading your 2026 tax return

      The year you’re finishing right now is the one Medicare will read.

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      More From The Field

ADVISOR NEWS

The 6X Formula for leveraging content marketing with AI

Every advisor is bombarded with advertising and marketing content, so how can you cut through the clutter?

  • When a home becomes difficult to insure, the plan changes
  • The inheritance gap: Helping clients plan for money that hasn’t arrived
  • After the midterms: Addressing your clients’ tax concerns
  • Berkeley arts tax heads toward passage while public bank measure looks likely to fail
  • Americans’ sense of overall prosperity still ticks upward
More ADVISOR NEWS

NEWSWIRES

Medicare Advantage stays in Coos, Carroll counties after Ayotte recruits insurer

For the second straight year, New Hampshire seniors on Medicare Advantage health insurance plans were sent scrambling, with 14,200 told that as of Jan. 1, they'd need to get alternative coverage because two providers were exiting the state. The rescue came when Ayotte persuaded a new carrier, Devoted Health, to resubmit plans to the Centers for Medicare and…

  • State Farm settles for more than $45 million following investigation into Oklahoma roof damage claims
  • An Application for the Trademark “FAIR MARKET PRICER” Has Been Filed by Healthcare Highways, LLC: Healthcare Highways LLC
  • Why Practices Need Human Oversight for AI-Drafted Patient Communications
  • iA Financial Group Increases Core ROE†† Target¹ to 18.5%+ in 2028
  • Franklin County Hiring Juvenile Probation Officer
More NEWSWIRES

INN Insider

Duet Raises $15M | Vumedi Receives $104 Million Investment from Oak HC/FT

  • Medicaid work rules don’t apply to Native Americans. They could still lose coverage.
  • Prediction markets offered another way to forecast NC’s elections. But should voters trust them?
  • Research Review | 13 November 2026 | Portfolio Analytics
  • State Farm agrees to $45M+ settlement over Oklahoma roof claim denials
More INN Insider

Annuity News

Image shows the Alcoa logo

DOL, trade groups, state AGs file briefs supporting Alcoa in PRT lawsuit

The retirees originally sued Alcoa after the company chose to offload its multi-billion dollar defined-benefit pension obligati... Read More

  • John Hancock launches new fixed indexed annuity suite
  • Annuities to play a larger role in workplace retirement plans
  • Regulators advance shorter, streamlined annuity buyers guide
More Annuity News

Life Insurance News

Start estate planning before the family needs it

Families who plan have options when it matters most. Read More

  • Milliman’s proposed $15.5 million settlement puts life insurance underwriting data in focus
  • Prudential earnings dip as Japan sales suspension offsets U.S. growth
  • Why the market doesn’t need more carriers
More Life Insurance News

Health/Employee Benefits News

'That's Annoying': Incoming Dem Rep Pans 'Terrible' Obamacare Plans Offered to Members of Congress

North Carolina Democrat Jamie Ager, an incoming freshman congressman who campaigned on creating a public health insurance optio... Read More

Patients with 3 health insurance plans lose access to Miami health network

As thousands of people in South Florida review their health insurance plans during open enrollment, UHealth says Aetna, Preferr... Read More

Open enrollment for 2027 health insurance underway: shop and compare

The Colorado Division of Insurance announced in September that health insurance premiums for 2027 will rise by an average of 10... Read More

  • A Miami hospital network just dropped 3 health insurance plans. See the changes
More Health/Employee Benefits News

Property and Casualty News

AAA decreases auto insurance rates for Florida policyholders

TAMPA, Fla.— Florida policyholders with AAA will see a rate decrease after the company announced it is lowering auto insurance ... Read More

AM Best Revises Outlooks to Stable for Hagerty Reinsurance Limited and Drivers Edge Insurance Company

AM Best has revised the outlooks to stable from positive and affirmed the Financial Strength Rating of A- and the Long-Term Iss... Read More

Weather disasters take a bigger bite out of nation’s economies

Weather disaster losses have risen relative to national income in many major economies. Read More

  • Kingstone Companies Inc. (NASDAQ: KINS) Touches New 52-Week High Friday Morning
More Property and Casualty News

Insurtech News

Lead with AI or risk being left behind

Artificial intelligence can help advisors create a new client journey to make insurance “the new cool.” Read More

  • AmeriLife partners with Palantir on AI rollout across insurance distribution
  • Beyond AI pilots: How insurers are putting AI agents to work
  • Customers say Old National Bank failed to protect from fraud
More Insurtech News

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  • Benefits Studio Launches to Fill the Missing Middle of Benefits Navigation at $49/mo
  • Lauren Sinnott Named to Ragan’s Top Women in Marketing Awards, Class of 2026 
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