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Featured Articles
Dealing with Disruption: How to Navigate This Year’s AEP Challenges
With Medicare Advantage (MA) now covering more than half of all Medicare...
Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian
The promise of a colossal wealth transfer from Baby Boomers to younger...
An Agent’s Guide to Hitting Production Goals This AEP
The Annual Enrollment Period (AEP) is the most critical time of year for...
Wealth Transfer and Estate Taxes: Protecting Your Client’s Legacy with Julian Movsesian
The coming decades will witness the most significant intergenerational wealth...
Fresh Approaches to Life Insurance Marketing
September is more than a page on the calendar. It's an opportunity for...
The Great Wealth Transfer: Predicting Impacts Across Generations with Julian Movsesian
From now until 2045, an estimated $124 trillion in assets is expected to...
Editor Spotlight
Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian
The Great Wealth Transfer may not deliver what headlines promise. Julian Movsesian explains why most Americans should focus on savings and proactive planning — not hype.
Featured Contributors
Kelly Kleinsasser
Bob Brzyski
Robert Bache
Austin James
David Paul
Amber Allen
JoAnna Barker
JC Moreno
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