Lincoln in Talks With Talcott for Multibillion-Dollar Risk Deal

Published on July 15, 2026

incoln National Corp. is in advanced talks with Talcott Financial Group for a reinsurance deal that would shift billions of dollars of life insurance reserves off its balance sheet, according to people familiar with the deliberations.

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Independent Thinking Crucial for Advisors

July 15, 2026
For this week’s column, in the wake of the holiday celebrating our country’s independence, I’ll share some independent thinking for advisors to implement, whether it be with their teams, in their practice or with their clients. I’ll keep it brief in the hopes you will find one or two things that resonate.

Zephyr's Adjusted for Risk: Stop Using Generic Marketing - Do This Instead

July 15, 2026
Ryan Nauman interviews Eden Ovadia of FINNY, on why organic growth is harder amid M&A reliance and AI noise, and how personalization improves prospecting beyond referrals.