Maximizing Opportunity in the Great Wealth Transfer
As we stand on the brink of the Great Wealth Transfer, the financial services landscape is on the cusp of a profound demographic shift. By 2030, millennials and pre-retiree women will inherit an astonishing $30 trillion. Financial professionals who swiftly grasp the...
Elevating Resilience: Transforming Retirement Strategies for Long-Term Success
Retirement strategies shifted dramatically over the years, with 81% of financial professionals in a recent poll saying they prioritize conversations around retirement income amid consumers’ growing concerns about outliving their savings. Register to read entire...
Bend the Healthcare Cost Curve: Exploring Reforms to Address Rising Federal Spending
The rising national debt, now nearing $35 trillion, has become a focal point of economic concern for the public and the new administration. And, as you’re probably aware, healthcare costs are a significant contributor to the national debt, with the government...
Don’t Overlook Medigap During the Medicare Advantage OEP
The Medicare Advantage Open Enrollment Period (OEP) is a whirlwind of activity for producers. Between switching plans, addressing unexpected coverage gaps, and fielding client concerns, it’s easy for licensed agents to focus solely on Medicare Advantage (MA). But...About Author
A&A Editorial Team
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
