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Wealth Transfer and Estate Taxes: Protecting Your Client’s Legacy with Julian Movsesian

Wealth Transfer and Estate Taxes: Protecting Your Client’s Legacy with Julian Movsesian

by A&A Editorial Team | Oct 2, 2025 | A&A Editorial Team, Regulatory, Wealth

The coming decades will witness the most significant intergenerational wealth transfer in history, with upwards of $124 trillion in wealth expected to change hands. Your role as a financial professional during this Great Wealth Transfer will be more than just...
Fresh Approaches to Life Insurance Marketing

Fresh Approaches to Life Insurance Marketing

by A&A Editorial Team | Sep 30, 2025 | A&A Editorial Team, Life, Marketing Best Practices, Sales & Marketing

September is more than a page on the calendar. It’s an opportunity for licensed agents and producers to reintroduce life insurance to consumers who may have overlooked or misunderstood its value. Every year, the industry highlights the importance of financial...
The Great Wealth Transfer: Predicting Impacts Across Generations with Julian Movsesian

The Great Wealth Transfer: Predicting Impacts Across Generations with Julian Movsesian

by A&A Editorial Team | Sep 25, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth

From now until 2045, an estimated $124 trillion in assets is expected to change hands in the Great Wealth Transfer, primarily passing from Baby Boomers to younger. “The Great Wealth Transfer is no longer a distant forecast — it’s happening right now,” said Julian...
Client Profiles: Identifying the Ideal Use Cases for Long-Term Insurance

Client Profiles: Identifying the Ideal Use Cases for Long-Term Insurance

by A&A Editorial Team | Sep 17, 2025 | A&A Editorial Team, Health, Supplemental & Ancillary Products

A recent study by Certification for Long-Term Care reveals a critical gap in understanding among middle-income consumers regarding long-term care insurance (LTCI). Many consumers significantly underestimate their need for and the affordability of LTC plans. Because of...
Mastering SEPs in the ACA Marketplace

Mastering SEPs in the ACA Marketplace

by A&A Editorial Team | Sep 8, 2025 | A&A Editorial Team, ACA Plans

With ACA enrollment hitting a record 24 million in 2024 — 15% higher than the previous year — the demand for quality healthcare remains strong. While Open Enrollment for Affordable Care Act (ACA) plans in most states may have closed on January 15, millions may still...
Addressing Client Assumptions in Long-Term Care Insurance

Addressing Client Assumptions in Long-Term Care Insurance

by A&A Editorial Team | Aug 20, 2025 | A&A Editorial Team, Health, Supplemental & Ancillary Products

A recent study by Certification for Long-Term Care reveals a critical gap in understanding among middle-income consumers regarding long-term care insurance (LTCI). Many consumers significantly underestimate their need for and the affordability of LTC plans. Because of...
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