by Amber Allen | Apr 16, 2024 | Amber Allen, Asset Management/Advisory, Wealth
The modern family dynamic is shifting, and women increasingly take the reins as financial decision-makers and primary breadwinners. As highlighted by the 2023 Women Money Power Study, nearly half of American women (49%) now self-identify as their household’s...
by Amber Allen | Jan 19, 2024 | Amber Allen, Life, Universal Life
Understanding Indexed Universal Life Indexed Universal Life (IUL) is a type of permanent life insurance that has gained significant traction in recent years, particularly among investors seeking lower-risk wealth building and distribution strategies. Though there’s...
by Amber Allen | Oct 26, 2023 | Amber Allen, Health, Life, Supplemental & Ancillary Products
Medicaid provides health care coverage to nearly 90 million Americans, including low-income seniors who meet certain eligibility conditions regarding income and/or assets. While Medicaid is funded by the federal government and the states, the program is administered...
by Amber Allen | Oct 17, 2023 | Amber Allen, Health, Medicare/Medicare Advantage
The 2024 Annual Enrollment Period (AEP) is expected to be exceptionally competitive for Medicare Advantage organizations, due to factors such as changes in payment rates, stricter regulations on third party marketing organizations (TPMOs), and a rising trend of...
by Amber Allen | Oct 17, 2023 | Amber Allen, Health, Medicare/Medicare Advantage
As a licensed agent who works with Medicare, you understand that it’s vital to prepare for the busy Annual Enrollment Period (AEP) proactively. In order to sell and have a successful AEP, you must pass an annual exam per a mandate from the Centers for Medicare and...