Optimize year-end tax strategies including retirement contributions, tax-loss harvesting, charitable donations, and withholding adjustments for insurance and finance professionals.

2024 surveys show increasing financial strain among U.S. households with rising inflation, budget pressures, and growing financial anxiety impacting consumer resilience and insurance risk profiles.

PolicyMe and Embark partner to provide Canadian families with integrated life insurance and education savings solutions, enhancing financial security and literacy through digital platforms.

Swiss Re revises underwriting manual and introduces AI tool to improve HIV risk assessment, enhancing life insurance access for people living with HIV.

A life insurance dispute between a deceased lawyer's daughter and his former business partner underscores the critical need for timely updates to beneficiary designations and clear policy management.

Wisconsin Assembly Bill 699 proposes a specialized LTC insurance guaranty account funded by life and disability insurers to safeguard policyholders, with tax credits to ease insurer costs.

Venerable appoints Alexandra Findleton as Head of Flow Reinsurance to enhance its variable annuity flow reinsurance strategy and expansion efforts.

Frontria consortium, launched by Fujitsu, unites global firms to address AI disinformation, security, and compliance, driving innovation in insurance and finance sectors.

vWise introduces WiseGuide AI, a chatbot enhancing engagement and adoption across retirement, health, and insurance benefits by breaking down product silos in financial services.

LifeSearch integrates a fully digital trust solution into its online life insurance purchase process, enhancing trust adoption and streamlining claims settlement for beneficiaries.