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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- God may be in the details, but the goddess is in the questions.
on September 9, 2026 at 4:00 pmGloria Steinem, journalist, social activist 1934-2026
- Regulators face rising calls to revise annuity illustration ruleson September 9, 2026 at 4:00 pm
The National Association of Insurance Commissioners' Life Insurance and Annuities Illustrations Working Group is under increasing pressure to strengthen annuity illustration rules amid concerns that current practices might mislead annuity holders. Iowa Insurance Commissioner Doug Ommen has called for significant changes, emphasizing that illustrations creating unrealistic expectations pose reputational risks to the industry. InsuranceNewsNet Magazine (9/3)
- Retirement roadblocks challenge women's financial securityon September 9, 2026 at 4:00 pm
Women are set to control $30 trillion in assets by 2030, presenting a significant opportunity for financial advisors, says Heather Schreiber of HLS Retirement Consulting. However, women face unique retirement challenges, including lower lifetime earnings, greater longevity risk and a higher chance of widowhood. Schreiber emphasizes the importance of proactive financial planning and personalized advice to help women achieve financial independence. InsuranceNewsNet Magazine (8/27)
- Meeting clients' evolving needs as major life events occuron September 9, 2026 at 4:00 pm
Major events can change a person's life in a moment, altering their needs in terms of protection, income and estate planning, writes Kaihan Krippendorff of Outthinker Networks. Technology can help clients address these needs, but human expertise is still crucial. "The human advantage is understanding what matters to this client, in this context, at this moment," Krippendorff writes. Advisor Magazine (8/31)
- Proposal on ESG in 401(k)s may clash with private funds ruleon September 9, 2026 at 4:00 pm
A forthcoming rule from the Labor Department might require 401(k) plans to consider only financial factors in investments, potentially conflicting with another proposal to allow private market investments. The proposal to exclude environmental, social and governance factors could discourage strategies related to climate change, while the private markets rule emphasizes prudence and a legal safe harbor. "There is a kind of tension between the two rules," says Elizabeth Bray, a partner at Benesch Friedlander Coplan & Aronoff. The Wall Street Journal (8/31)
