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Growth in Times of Grief: Building Trust and Relationships with Female Clients After Loss

by A&A Editorial Team | April 29, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips | 0 Comments

For many women, losing a spouse is not only emotionally devastating but also financially overwhelming. Widows often inherit complex financial responsibilities they may not have been prepared for, leaving them vulnerable and unsupported. A recent survey from Thrivent...

The Investor Paradox: Self-Directed Investors Value Personal Advice But Many Don’t Take Advantage

by A&A Editorial Team | April 25, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth | 0 Comments

While many self-directed investors recognize the value of professional financial advice, a substantial portion remain hesitant to utilize it. According to recent findings from Cerulli, more than half of investors managing their portfolios value speaking with a human...

Simplifying Retirement Strategies for Financial Freedom

by A&A Editorial Team | April 23, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth | 0 Comments

Imagine one of your clients, a couple in their late 50s. They've worked hard, saved diligently, and now have a nest egg they're proud of. But they hesitate when you ask them how they plan to turn those retirement savings into income for the next 30 years. This...

Featured Articles

Growth in Times of Grief: Building Trust and Relationships with Female Clients After Loss

For many women, losing a spouse is not only emotionally devastating but also...

The Investor Paradox: Self-Directed Investors Value Personal Advice But Many Don’t Take Advantage

While many self-directed investors recognize the value of professional...

Simplifying Retirement Strategies for Financial Freedom

Imagine one of your clients, a couple in their late 50s. They've worked hard,...

Funding Crisis in the Near Future: Social Security Insights for 2025

With a new administration in office and ongoing shifts in the political and...

Networking to Meet High-Net-Worth Individuals? Avoid These 5 Mistakes

Networking with high-net-worth individuals (HNWI) presents a unique and...

How to Help Pre-Retirees with Healthcare Cost Gap

Retirement is often perceived as the “golden years” — a time for relaxation,...

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Editor Spotlight

Empower Your Clients with These Disability Insurance Keys to Success

Disability insurance (DI) offers a critical safety net, replacing income if illness or injury prevents your clients from working. However, the underwriting process can sometimes be a hurdle for agents and clients.

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Kelly Kleinsasser

Bob Brzyski

Robert Bache

Austin James

David Paul

Amber Allen

JoAnna Barker

JC Moreno

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