OEP Answers: Helping Clients with Common Medicare Advantage Questions
The start of the year raises questions from Medicare Advantage (MA) beneficiaries, wondering if their current coverage still meets their needs. They’ve seen the ads, received the mailers, and maybe even talked to friends making changes. But even with all this...
Life Insurance Strategies for Business Owners
Most people understand the personal need for life insurance to protect loved ones and their financial future. However, business owners may be unaware of the potential financial impact of their death on their business and the role of life insurance in mitigating such...
Scam-Proof Strategies: Helping Older Americans Stay Safe and Secure
Financial scams targeting older adults in the United States have reached an alarming level. In 2023, losses totaled $3.4 billion, showing a sharp increase in these crimes. Scammers use increasingly sophisticated tactics, from AI-driven impersonations to phishing...
Falling Short: Why Retirement Plan Websites and Apps Are Disappointing Users
As the world leans ever more heavily on digital tools, a recent J.D. Power study reveals a troubling truth: retirement plan websites and mobile apps are falling short of consumer expectations. This disparity should be a concern for licensed agents and financial...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.
