by A&A Editorial Team | Apr 16, 2024 | A&A Editorial Team, Annuities, Life Insurance
The annuity and life insurance industry witnessed a momentous year in 2023 as sales soared to unprecedented levels. Recent reports from industry leaders LIMRA and InsuranceNewsNet reveal that annuity and life insurance sales reached new heights, propelled by rising...
by A&A Editorial Team | Apr 16, 2024 | A&A Editorial Team, Annuities, Wealth
A well-crafted retirement income plan isn’t just about accumulating wealth; it’s about ensuring our clients enjoy a financially secure retirement. After a lifetime of hard work and saving, the focus turns from wealth accumulation to wealth preservation. We...
by Matt McClure | Mar 12, 2024 | Annuities, Matt McClure, Wealth
The internet is a double-edged sword for financial education. While readily accessible and full of valuable resources, the web is also littered with unvetted content, inaccuracies and scams, leaving many feeling overwhelmed and confused. Register to read entire...
by A&A Editorial Team | Feb 16, 2024 | A&A Editorial Team, Annuities, Wealth
In the competitive landscape of the wealth management industry, registered investment advisors (RIAs) are constantly seeking new avenues for growth and ways to enhance their client service offerings. One strategic move that has gained traction is the incorporation of...
by Nathan Herzog | Feb 16, 2024 | Annuities, Nathan Herzog, Wealth
Despite meticulous planning and saving, many retirees stumble into unforeseen financial pitfalls in retirement. As a financial professional, you can help your clients identify and address unforeseen gaps in their retirement plans before they become costly surprises....
by A&A Editorial Team | Feb 12, 2024 | A&A Editorial Team, Annuities, Wealth
While risk is often associated with negative connotations, it’s important that we recognize how strategic risk-taking can be a powerful tool to help clients maximize their investments. Let’s explore the principles of Tactical Asset Allocation and learn how structured...