INSURASALES

Tag: Financial Services

Athene Leads U.S. Annuity Market Amid Pension Deal Decline and Strategic Shift

Athene Holding sustains leadership in U.S. annuities despite a 19% sales decline and nearly vanished pension deals. Strategic focus shifts to fixed-indexed annuities and defined contribution retirement solutions amid litigation challenges.

Michigan Financial Advisor Faces Trial for Insurance Fraud with Annuities

Michigan financial advisor Todd Bernstein charged with insurance fraud for submitting false annuity applications involving early annuity surrenders, under investigation by Michigan DIFS and Attorney General.

Mexican Insurance Industry Reports $908B in Premiums, Highlights Major Claims

Mexican insurance companies manage premiums of MX$908.79 billion and have paid significant claims including $3.01 billion for COVID-19. The sector faces modernization and climate risks while growing pension insurance.

Wealth Express Launches Term Life Insurance with Guaranteed Rates and No Medical Exams

Wealth Express introduces term life insurance with guaranteed rates and no medical exams, eliminating hidden fees common in digital platforms. Transparent pricing restores consumer trust.

Navigating the $124 Trillion Wealth Transfer: Strategic Insurance and Planning Insights

Explore strategic financial and insurance planning to navigate the $124 trillion wealth transfer projected through 2048. Learn estate tax mitigation, trust use, and intergenerational wealth preservation insights for advisors and clients.

Fidelity Estimates $172,500 in Retirement Healthcare Costs; Financial Services Embrace Digital Shift

Fidelity projects $172,500 healthcare costs for 65-year-olds retiring in 2025, as financial services accelerate shift to digital customer channels.

July 2025 Top U.S. Funding Rounds Highlight FinTech, InsurTech, and AI Innovation

Explore July 2025's largest U.S. funding rounds featuring fintech, insurtech, and AI startups. Key investments highlight trends in commercial auto insurance, financial operations, and innovative tech platforms.

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.

Strategic Partnerships Between Life Insurance and Estate Planning Elevate Client Value

Explore how strategic partnerships between life insurance professionals and estate planning attorneys enhance client value, improve wealth transfer, and drive business growth in the financial services industry.

Venerable Holdings Expands Variable Annuity Reinsurance with Corebridge and American General

Venerable Holdings boosts assets under management and annual sales through new variable annuity flow reinsurance agreements with Corebridge Financial and American General Life Insurance.