Financial Intelligence Report
Published twice-monthly on Wednesdays, the Financial Intelligence Report delivers the latest trends on issues that impact the broader life insurance sector and related industries, sourced from the latest, leading trade publications and sources.
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- I believe that fortitude is key. More than anything, be consistent. Go at it. Go at it. Go at it. When you succeed, don't forget the responsibility of making somebody else succeed with you.
on September 23, 2026 at 12:20 pmAntonia Novello, physician, 14th Surgeon General of the US Hispanic Heritage Month is Sept. 15 to Oct. 15
- Student-loan caps bring estate planning considerationson September 23, 2026 at 12:20 pm
The introduction of federal student-loan caps under the One Big Beautiful Bill Act has made estate planning a critical consideration for affluent families. The law, which went into effect on July 1, imposes strict borrowing limits, pushing families to seek alternative funding sources such as private loans. Estate planners are advising clients to use 529 plans, trusts and direct tuition payments to manage education costs without increasing liabilities. Financial Advisor (9/10)
- Ensuring executors are aware of all insurance policieson September 23, 2026 at 12:20 pm
When planning an inheritance, it's crucial to inform executors about all insurance policies, including home, car and life insurance, to avoid common issues such as lapses in coverage and unrecognized policies. Kiplinger (9/17)
- Integrating health portfolios into retirement planningon September 23, 2026 at 12:20 pm
Advisors should incorporate health and longevity planning into retirement strategies, as health status significantly affects financial planning, according to Joseph Coughlin of the MIT AgeLab. Coughlin suggests advisors introduce the concept of a "health portfolio," which includes preventive, performance and protective measures to manage wellness and anticipated health costs. Financial Planning (9/9)
- Keys to boosting life insurance conversion, retention rateson September 23, 2026 at 12:20 pm
A report from Capgemini and LIMRA highlights a significant gap between consumer interest in life insurance and actual purchases. Nearly half of consumers consider life insurance, but more than 40% abandon the process due to confusion and a lack of personalized interaction with an advisor. Regular, high-quality advisor communication correlates with significantly higher customer satisfaction and retention rates, underscoring the critical role advisors play in bridging the gap between consumer interest and sustained policy ownership. Insurance Business America (9/10)
