• Follow
  • Follow
  • Register
  • Log In
  • Health
    • ACA Plans
    • Medicare/Medicare Advantage
    • Supplement & Ancillary Products
  • Life
    • Term Life
    • Universal Life
    • Whole Life
  • Wealth
    • Accumulation & Retirement Income
    • Asset Management Advisory
    • Protection/Income
    • Regulatory
  • Sales & Marketing
    • Marketing Best Practices
    • Sales Tips
  • Recruitment
    • Mergers & Acquisitions
    • Recruitment Strategies
  • Partner with Us
    • Become a Contributor
    • Contributors
    • Share Our Stories
Register
Register
  • Health
    • ACA Plans
    • Medicare/Medicare Advantage
    • Supplement & Ancillary Products
  • Life
    • Term Life
    • Universal Life
    • Whole Life
  • Wealth
    • Accumulation & Retirement Income
    • Asset Management Advisory
    • Protection/Income
    • Regulatory
  • Sales & Marketing
    • Marketing Best Practices
    • Sales Tips
  • Recruitment
    • Mergers & Acquisitions
    • Recruitment Strategies
  • Partner with Us
    • Become a Contributor
    • Contributors
    • Share Our Stories
Retirement Readiness Means Rethinking The Decumulation Phase

Retirement Readiness Means Rethinking The Decumulation Phase

by A&A Editorial Team | Jun 19, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth

It’s 2025, and we’re in the thick of the Peak 65 wave. More than 11,200 Americans turn 65 each day — up from 10,000 a decade ago — and over 4.1 million people will retire annually through 2027. However, the fundamental shift isn’t just demographic;...
Rescuing Generation X from a Looming Retirement Crisis

Rescuing Generation X from a Looming Retirement Crisis

by A&A Editorial Team | May 23, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth

Almost half of Generation X — Americans aged 44 to 59 — are entering their peak earning years without any retirement plan in place and only 14% believe they’ve saved enough to retire securely, according to a new study from Schroders. Even though they estimate a...
Disproving Perceptions: Survey Reveals Stress Despite Personal Financial Reality

Disproving Perceptions: Survey Reveals Stress Despite Personal Financial Reality

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...
Riding the Financial Resilience Rollercoaster: Strategies for Future-Proofing Your Clients

Riding the Financial Resilience Rollercoaster: Strategies for Future-Proofing Your Clients

by A&A Editorial Team | May 14, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth

The American Council of Life Insurers (ACLI) Financial Resilience Index, released in January, tells an important story: Middle-class financial resilience is improving but is still far from steady. During Q3 of last year, the Headline Index score, which measures...
Seizing the Moment: How Economic Optimism Can Drive Growth in 2025

Seizing the Moment: How Economic Optimism Can Drive Growth in 2025

by A&A Editorial Team | May 9, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Sales & Marketing, Wealth

As 2025 continues through its second quarter, optimism about the economy has reached a seven-year high. Americans were feeling more positive at the end of 2024 about key economic indicators like the stock market and interest rates, with 67% expecting their financial...
Strategies and Solutions: New Survey Gives Insights to Increase Retirement Confidence

Strategies and Solutions: New Survey Gives Insights to Increase Retirement Confidence

by A&A Editorial Team | May 6, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth

The 2025 Retirement Confidence Survey (RCS), conducted annually by the Employee Benefit Research Institute (EBRI), reveals a mixed bag of optimism and concern. While a majority of American workers (67% “confident” and 24% “very high confidence”) remain confident in...
« Older Entries

About Author

advdemo1

view all articles by this contributor

Copyright ©2025 AgentandAdvisor.com. All rights reserved. For Agent use only. Not affiliated with the United States government or the federal Medicare program. Privacy Policy.
  • Health
    • ACA Plans
    • Medicare/Medicare Advantage
    • Supplement & Ancillary Products
  • Life
    • Term Life
    • Universal Life
    • Whole Life
  • Wealth
    • Accumulation & Retirement Income
    • Asset Management Advisory
    • Protection/Income
    • Regulatory
  • Sales & Marketing
    • Marketing Best Practices
    • Sales Tips
  • Recruitment
    • Mergers & Acquisitions
    • Recruitment Strategies
  • Partner with Us
    • Become a Contributor
    • Contributors
    • Share Our Stories

Name(Required)
Password(Required)
This field is hidden when viewing the form
Choose Membership(Required)
By clicking the Submit button below, you agree to A&A's Terms of Use and Privacy Policy. You can easily unsubscribe at any time.
This field is for validation purposes and should be left unchanged.