Articles

Health agents prepare for potential class action suit against CMS
A Washington law firm is interviewing health advisors who were unfairly targeted by the Centers for Medicare and Medicaid Services in preparation for a potential class action lawsuit against the federal agency for its use of algorithms to punish agents who enrolled consumers in Affordable Care Act coverage. Diceros Law wants to interview agents who […]

FIA indices evolve as the interest rate environment changes
Insurance companies continue to add newly launched indices to their fixed indexed annuity products, leading to a growing need to educate on the difference between live and back-tested index performance to help properly set policyholder expectations. A panel of industry leaders discussed what goes into the development of an index during a recent National Association […]

Most financial advisors compensated using fee-based models
Most financial advisors are compensated by fee-based models, and by 2026, more than three-quarters of the wealth management industry is expected to operate on a fee-based model, according to the latest Cerulli Edge—Americas Asset and Wealth Management Edition. This movement toward fee-based services is driven primarily by a transition from commissions to asset-based fees among […]

Is long-awaited insurance industry transformation arriving — finally?
The insurance industry is often said to evolve slowly — until it doesn’t. According to two new reports, that moment of rapid insurance industry transformation may be arriving now. TransUnion’s Q2 2025 Personal Lines Trends and Perspectives report shows a near-term market in flux. Auto insurers are breathing a sigh of relief as profitability returns, […]