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.

WTW appoints senior directors to boost annuity actuarial consulting, M&A advisory, and life insurance product pricing capabilities in its Insurance Consulting & Technology division.

WTW enhances its Insurance Consulting & Technology division with senior director hires focused on annuities, M&A, and actuarial services, reflecting a strategic growth shift toward middle market acquisitions.

Brighthouse Financial's Q2 earnings missed revenue and EPS estimates, showing challenges in premium growth and book value. Analysts highlight mixed operational and capital performance amid evolving market conditions.

WTW and Klarity collaborate to enhance life insurance underwriting with AI-driven mortality scoring using wearable health data for improved risk assessment and pricing.

A consortium of insurers and asset managers completed an acquisition targeting the development of the closed life insurance market in Europe, highlighting increased institutional interest in closed book portfolios.

F&G Annuities & Life is expected to report a slight revenue decline amid market uncertainties. Compare its performance with Corebridge Financial and Lincoln Financial in the life insurance sector.

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.

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

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.