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Your client texted. Now what? The compliance rules advisors better know

7 hours ago
Image shows an exasperated man in a rumpled suit.
Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients. Read more
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TOP NEWS
  • Helping small-business owners build, grow and exit

  • How advisors can get clients to act sooner on life insurance

  • Help women break through their retirement roadblocks

  • Mending Health lands under Oklahoma supervision following ACA exit

INSURANCENEWSNET MAGAZINE

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In this issue...

  • The Medicare agent squeeze
  • How to have a black belt practice — With John Terry
  • Georgia insurance agent wows on ‘American Idol’ — with Philmon Lee
  • ACA subsidy turbulence is reshaping employee benefits
  • Regulators tackle controversial annuity illustrations
  • Every role in your agency touches revenue
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SPECIAL FEATURE

Record IUL sales don’t diminish the need for continued customer engagement

Record IUL growth is raising the standard for case design, consumer education and long-term policy service as financial professionals move... Read More

MORE FEATURES

From The Field

Is financial security possible in the longevity economy?

The industry has the tools it needs. What’s missing is the roadmap for how to use them.

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    The cost of ignoring long-term care

    Why agents can’t afford to stay silent.

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      When technology becomes easy to rent, what still separates life and annuity carriers?

      If you are not a leader in the AI race, what makes you stand out?

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      More From The Field

ADVISOR NEWS

Advisors await SEC decision on Vanguard fair fund distribution

SEC pushes Vanguard Fair Fund distribution plan to 2027.

  • What to do when adult children become the client
  • Judge rules insurers not liable for Newport Group’s AME Church pension lawsuit
  • Why vacation homes are becoming a major blind spot for advisors
  • The rise of the ‘gray divorce’ insurance client
  • Succession planning: Building the future of your practice
More ADVISOR NEWS

NEWSWIRES

Proposed Medicaid Cuts Could Cost Maternal and Children's Health Care Billions

An estimated $19.7 billion in Texas health care funding is at stake under proposed changes to Medicaid payments. "Around 50% of care provided at children's hospitals in Texas is for patients covered by Medicaid," said Christina Hoppe, president of the Children's Hospital Association of Texas. Together with the Children's Health Insurance Program, Medicaid…

  • Maryland brothers argue CareFirst’s $50M fraud lawsuit is too late
  • Aon Bets $17 Billion on the Middle Market Again — and Its Own Shareholders Balk
  • Warsh calls for a ‘quieter’ Fed focused on reducing inflation
  • USD/JPY Trading in 2026: Why Rising US Yields Matter & Which Brokers Fit Your Strategy
  • LATEST THIRD-QUARTER GDP GROWTH ESTIMATE 4.6 PERCENT WED, 26 AUG 2026
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INN Insider

America Can’t Champion Small Businesses While Pricing Them Out of Health Insurance

  • Coffee Break: A Trump Scampire Bank With No Capital and A Dem Party With No Values Beyond Crushing the Left
  • Aon’s $17B USI Deal Targets Middle-Market Insurance Dominance
  • Quotation
  • Democratic lawmakers introduce bills expanding health coverage for low-income Michiganders
More INN Insider

Annuity News

Legacy Marketing Group partners with Malibu Life USA for annuity launch

Legacy Marketing Group and Malibu Life USA have partnered to launch two fixed indexed annuities, expected to debut in September... Read More

Industry pushes back on linking ‘financial strength’ to annuity illustrations

Regulators began looking harder at annuity illustrations this year after learning that some products were illustrating as high ... Read More

Cayman Islands premier to meet with U.S. reinsurance regulators

Premier and Minister for Financial Services and Commerce, the Hon. André M. Ebanks MP is travelling to Columbus, Ohio, this... Read More

  • Corebridge annuity sales slip ahead of Equitable marriage
More Annuity News

Life Insurance News

Image shows an active wildfire.

Wildfire smoke, increasing in frequency, has implications for morbidity

As wildfires occur more frequently, research shows that breathing wildfire-related particulate matter is as hazardous to health... Read More

  • Record IUL sales don’t diminish the need for continued customer engagement
  • The conversation almost no advisor is having yet
  • Court losses bring Greg Lindberg fraud victims closer to restitution
More Life Insurance News
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Health/Employee Benefits News

Trump administration cuts health care coverage for some transgender youth in California

The latest political battleground between California and the Trump administration over transgender youth is a few million dolla... Read More

Trump administration cuts health care coverage for some transgender youth in California

The latest political battleground between California and the Trump administration over transgender youth is a few million dolla... Read More

‘Downright unaffordable’: State employees in Montana to face higher healthcare costs

Nathan Betz, a probation officer for the adult treatment court in Helena, was blindsided Tuesday afternoon when he learned thro... Read More

  • ACA premiums to rise in Virginia
More Health/Employee Benefits News

Property and Casualty News

DC LEADS MULTISTATE ENFORCEMENT, JOINS $15.5 MILLION SETTLEMENT WITH MORTGAGE SERVICER OVER FORCE PLACED INSURANCE

The District of Columbia, leading a multistate enforcement team that included Arkansas, Iowa, Massachusetts, and Montana, and w... Read More

Who should get flood insurance?

Flood insurance may not be top of mind for many this year because hurricane activity in the Atlantic has been unusually quiet. ... Read More

STATE AUDITOR JAMES BROWN PERMANENTLY REVOKES LICENSE OF KALISPELL BAIL BONDSMAN ACCUSED OF USING POSITION TO EXPLOIT MONTANANS, INCLUDING FOR SEXUAL FAVORS

The following information was released by the Montana Commissioner of Securities and Insurance:. State Auditor James Brown prot... Read More

  • CT business owner charged with failing to have workers’ compensation insurance when employee injured
More Property and Casualty News

Insurtech News

Why the insurance claims payout process could deter AI adoption

While many insurers are moving to adopt AI across various aspects of their businesses, claims payouts are being overlooked. Read More

  • What’s next for insurtech? Industry leader shares insights
  • Are lawyer-certified AI agents ‘the future’ of commercial insurance?
  • Agentic AI is transforming insurance sales both for consumers and agents
More Insurtech News

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Press Releases

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  • URL Insurance Group Celebrates 40 Years of Service, Growth, and Industry Leadership
  • MassMutual Ascend Surpasses $2 Billion in Lifetime Advisory Annuity Sales, Reflecting Continued Momentum in RIA Channel
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