Tag: Retirement Planning

Andesa Services and M Financial: Modernizing SERPs and Compliance Efforts

Andesa Services partners with M Financial to modernize SERP management, enhancing compliance and efficiency in insurance and annuity markets. Discover more!

Lincoln National Corporation Reports Strong Financial Growth and Future Outlook

Discover Lincoln National's robust financial performance, strategic initiatives, and growth outlook for 2025 in the insurance and retirement sectors.

Lincoln National Corporation Reports Strong Q4 and Fiscal Year 2025 Earnings

Lincoln National Corporation reveals strong Q4 2025 results, highlighting $4.92 billion revenue and significant net profit, showcasing effective risk management strategies.

U.S. Annuity Market Growth: Record Sales of $461.3 Billion in 2025

Discover how the U.S. individual annuity market reached $461.3 billion in 2025, reflecting growth trends and future forecasts. Explore implications for investors.

Important Ruling on 401(k) Beneficiary Designations Post-Divorce

A recent ruling on 401(k) beneficiary designations post-divorce emphasizes the need for employers to ensure compliance and effective communication within their plans.

Record-Breaking Annuity Sales in the U.S. for 2025

Discover the surge in U.S. annuity sales for 2025 and what it means for retirement solutions. Learn about market trends and product innovations.

F&G Annuities & Life's Q4 2025 Financial Results Announcement

F&G Annuities & Life will announce its Q4 2025 financial results on February 19, 2026. Join the earnings call to learn about market projections.

Corebridge Financial Achieves $42 Billion in Sales for Record Year 2025

Discover how Corebridge Financial achieved historic $42 billion sales in 2025, with a focus on growth strategies, reinsurance, and innovative financial solutions.

Pacific Life Seeks Dismissal of $8.5 Million Lawsuit from Kyle Busch

Pacific Life seeks to dismiss Kyle Busch's $8.5 million lawsuit over alleged misrepresentation of life insurance policies. Legal implications under scrutiny.

Pension Risk Transfers: Legal Challenges and Industry Implications

Explore the vital legal case on pension risk transfers by Lockheed Martin, implications for ERISA, fiduciary standards, and regulatory compliance that could reshape the industry.