INSURASALES

Increasing Trend of Outsourcing Investment Management Among U.S. Life/Annuity Insurers

AM Best reports a growing number of U.S. life and annuity insurers outsourcing investment management to asset managers, driven by private equity involvement and need for diversified expertise.

2025 Social Security Earnings Test: Implications for Retiree Income Strategies

Understand the 2025 Social Security earnings test thresholds and strategic tax-efficient income planning to preserve benefits for retirees with earned income.

AM Best Report Highlights Rise in Insurer Outsourcing of Investment Management

AM Best's report reveals a growing trend of U.S. life and annuity insurers outsourcing investment management to third-party asset managers, driven by private equity involvement and the need for diversified asset portfolios.

RightExpress Enables Efficient Retirement Planning with Minimal Data Entry

RightExpress by RightCapital streamlines retirement and financial planning for advisers using minimal client data and AI integration, enhancing prospecting and client onboarding efficiency.

Zinnia Migrates AnnuityNet Platform to AWS Handling Over 55% of U.S. Digital Annuity Sales

Zinnia has migrated its AnnuityNet platform to AWS, supporting over 55% of U.S. digital annuity sales with enhanced scalability and performance. This marks a key development in life and annuity insurance technology infrastructure.

Zinnia Migrates AnnuityNet to AWS, Processing Majority of U.S. Annuities

Zinnia advances insurance tech by migrating AnnuityNet to AWS, enhancing annuity processing for banks and broker-dealers across the U.S.

Zinnia Migrates AnnuityNet Platform to AWS, Enhancing U.S. Annuity Processing

Zinnia transitions its AnnuityNet platform to Amazon Web Services, significantly boosting scalability and security for processing over half of U.S. bank and broker-dealer annuity submissions.

DOL Proposes Rescinding Regulatory Safe Harbor for Retirement Annuities

The Department of Labor proposes rescinding a regulatory safe harbor for annuity selection in retirement plans, raising fiduciary concerns and market impact ahead of SECURE 2.0 implementation.

Virginia Direct Care Workers Face Financial Challenges Due to Benefits Cliffs

A new report details how modest wage increases can push Virginia's direct care workers into benefits cliffs, reducing their net income and threatening workforce stability amid Medicaid and SNAP changes.

Impact of Potential USPSTF Overhaul on U.S. Preventive Care Guidance

Explore the implications of proposed changes to the U.S. Preventive Services Task Force and its impact on preventive care guidelines and insurance coverage in the U.S.