• 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
Rethinking Annuities: What the Pros Keep Getting Wrong

Rethinking Annuities: What the Pros Keep Getting Wrong

by Eric Bruno | Jun 4, 2025 | Eric Bruno, Protection/Income, Wealth

It’s our responsibility to demystify financial concepts for our clients, but many industry sources frequently misrepresent and misunderstand annuities as options in the retirement strategy toolkit. Wink, Inc. CEO and president Cheryl Moore recently called out...
Navigating Through The Storm: Effective Strategies To Help Your Clients Prepare For Market Uncertainty

Navigating Through The Storm: Effective Strategies To Help Your Clients Prepare For Market Uncertainty

by Eric Bruno | Sep 8, 2023 | Asset Management/Advisory, Eric Bruno, Wealth

Preparing for market volatility can be a difficult and emotional journey; especially for clients who are unfamiliar with this and other financial nuances. Although we can never prevent or control clients from becoming nervous, having some techniques readily available...
The Impact of Record Inflation on America’s Retirement Savings

The Impact of Record Inflation on America’s Retirement Savings

by Eric Bruno | Jul 27, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth

It’s no secret that the U.S. has experienced record levels of inflation in recent years, and the effects have been far-reaching. Unfortunately, one of the most heavily impacted areas of Americans’ financial lives has been retirement savings. A recent survey...
Learn from the Pros: 4 Top Tips for Rookie Financial Advisors

Learn from the Pros: 4 Top Tips for Rookie Financial Advisors

by Eric Bruno | Jun 21, 2023 | Asset Management/Advisory, Eric Bruno, Wealth

As financial advisors, it can be difficult to know what you don’t know when you’re just starting. From understanding the different types of wealth management products to figuring out your niche in the industry, there are a lot of things to consider when...
Investing Milestones: Helping Clients Reach an Optimal Retirement

Investing Milestones: Helping Clients Reach an Optimal Retirement

by Eric Bruno | May 3, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth

Is a million dollars enough for your clients to survive? If you’re a reader of The Wall Street Journal, you may have recently seen an article in their Personal Finance section highlighting retirees living with less than $1 million saved. Most people have a...
Investing Milestones: The Road to $100K Retirement

Investing Milestones: The Road to $100K Retirement

by Eric Bruno | May 3, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth

For many people, the dream of reaching their first $100,000 in financial investments earmarked for retirement can seem like an impossible goal. However, with a little bit of guidance and planning, it’s possible for your clients to achieve this important...
« 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.