by Amber Allen | May 19, 2025 | Accumulation & Retirement Income, Amber Allen, Wealth
Financial stress remains a top concern for Americans, but new data suggests that many may underestimate their financial stability. The KeyBank 2025 Financial Mobility Survey reveals that 33% of Americans often feel stressed or anxious about their debt, even though...
by Amber Allen | Dec 2, 2024 | Amber Allen, Health, Medicare/Medicare Advantage
During the Annual Enrollment Period (AEP), licensed agents and brokers have a unique opportunity to connect with Medicare-eligible seniors through educational events. Hosting these events allows agents to establish themselves as trusted resources within their...
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...