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How insurance professionals can get into trouble with AI

We have all learned that AI can be wrong, but individuals assume liability if they propagate that information. ....

New South Wales , New York , United States , Kevin Roose , Juliana Neelbauer , Stevena Morelli , Monica Minkel , Holmes Murphy , Davida Schweidel , Gil Appel , Sam Altman , New York Times , Harvard Business Review , Intellectual Property ,

Income tops annuity buyers' reasons for purchase, study says

Income tops annuity buyers' reasons for purchase, study says
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Matthew Drinkwater , Stevena Morelli , Marc Rowan , Society Of Actuaries , Greenwald Research , Retirement Income Research , Vice President , Deferred Annuity , Younger Generations ,

FINRA boots SW Financial in first Reg BI expulsion

New York-based Salomon Whitney Financial did not disclose fees and failed to monitor churning despite a long history of violations, according to a FINRA order. ....

United States , State Of Connecticut , New York , Stevena Morelli , Thomas Diamante , Christopherj Kelly , Department Of Enforcement , Regulation Best Interest , Whitney Financial , Securities Act , Exchange Act , Consent Order , Senior Vice President , Acting Head ,

Apollo expects to pull wealthy investors into alternatives with new annuity, investment vehicle

Apollo Global Management has high hopes for two new products it expects will interest high-net-worth investors in alternative investments. ....

Stevena Morelli , Marc Rowan , Scott Kleinman , Global Management , Apollo Aligned Alternatives , President Scott Kleinman , Athene Altitude ,

Will AG 49-B be a May Day or meh day for IUL illustrations?

As Actuarial Guideline 49-B takes effect, some predict a indexed universal sales hit while others don’t see much change in illustrated rates. ....

Stevena Morelli , Eversheds Sutherland , Gregory Rohtstein , Sheryl Moore , National Association Of Insurance , Wink Inc , National Association , Insurance Commissioner Actuarial Guideline , Insurance Illustrations Model Regulation , Model Regulation ,