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.
Financial Intelligence Report Financial Intelligence Report is a FREE, twice-monthly email newsletter. By providing the latest need-to-know industry news and information, Financial Intelligence Report saves you time and keeps you smart. Click here to subscribe.
- Financial planning still key after hitting retirement target
on August 26, 2026 at 12:01 pmReaching a retirement savings goal is just the beginning of retirement planning, according to Pam Krueger of Wealthramp. Retirees must shift focus from asset accumulation to managing withdrawals, considering factors such as taxes, Social Security and market conditions. Krueger notes that two retirees with identical savings and returns can experience vastly different outcomes based on their withdrawal strategies. Kiplinger (8/16)
- There are no ordinary lives.on August 26, 2026 at 12:01 pm
Sam Roberts, journalist, obituarist
- IRS proposes streamlined process to ease retirement rolloverson August 26, 2026 at 12:01 pm
The IRS and Treasury Department have introduced proposed guidance that aims to simplify the rollover process for retirement savings accounts. The new process would allow retirement plans to communicate directly with one another, reducing the burden on participants. By encouraging direct plan-to-plan contact and using unique identification numbers for rollovers, the guidance seeks to make moving retirement assets between plans faster and more consistent. PlanSponsor (8/12)
- Regulators weigh financial strength disclosures in annuity illustrationson August 26, 2026 at 12:01 pm
State insurance regulators are considering requiring annuity illustrations to include disclosures about insurance companies' financial strength. This proposal aims to help consumers assess a carrier's ability to honor annuity commitments. However, critics argue that financial strength metrics are not standardized and would complicate disclosures without enhancing consumer understanding. InsuranceNewsNet Magazine (8/19)
- AI search reshapes prospecting for financial advisorson August 26, 2026 at 12:01 pm
Financial advisors are seeing a shift in client acquisition as artificial intelligence-powered search engines become a primary tool for prospects, including high-net-worth individuals, conducting due diligence. With research indicating that 96% of referred clients now research advisors online before making a decision, advisors should maintain a strong digital presence and optimize their websites for AI search to remain competitive. Financial Advisor (8/14)
