by A&A Editorial Team | Apr 7, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Investors are no longer simply prioritizing portfolio and investment management. Instead, they rely on financial professionals to help them secure their holistic futures. A Cerulli Associates report, in partnership with Osaic, reveals that over half (53%) of investors...
by A&A Editorial Team | Apr 4, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth
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...
by A&A Editorial Team | Mar 31, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
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...
by A&A Editorial Team | Mar 28, 2025 | A&A Editorial Team, ACA Plans, Health, Medicare/Medicare Advantage
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...
by A&A Editorial Team | Mar 26, 2025 | A&A Editorial Team, Health, Medicare/Medicare Advantage
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...
by A&A Editorial Team | Mar 21, 2025 | A&A Editorial Team, Health, Medicare/Medicare Advantage
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...
