5 Tips to Increase Your Confidence
Confidence is crucial for licensed insurance agents and financial professionals. When clients weigh their coverage and investment options, they need to trust your advice. But confidence isn’t inherited; it’s cultivated through how you present yourself...
5 Ways to Prepare Medicare-Eligible Clients for Healthcare Costs
Before reaching Medicare eligibility, many clients find themselves overwhelmed by the headache of healthcare costs. According to Fidelity Investments’ 2024 Retiree Health Care Cost Estimate, a 65-year-old retiring in 2024 is projected to need $165,000 to cover...
Mastering HSA Contributions: Essential Strategies Before and After Medicare Enrollment
Health savings accounts (HSAs) are a cornerstone of financial planning for healthcare costs, offering significant tax advantages and flexibility. As a licensed agent, it’s essential to know how to guide consumers effectively as they navigate the complexities of...
4 Key Steps to Master Content Creation
Creating engaging content is an essential cornerstone of any successful marketing strategy, particularly in the competitive fields of insurance and financial services. For financial professionals and licensed agents looking to enhance their online presence,...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.
