by Joe Brandau | Jul 14, 2025 | Health, Joe Brandau, Medicare/Medicare Advantage
Licensed agents in the Medicare space are well-versed in the rhythm of the Annual Enrollment Period (AEP) and the Medicare Advantage Open Enrollment Period (MA OEP). The busy months from October through March are often a whirlwind of enrollments, client meetings, and...
by Joe Brandau | May 27, 2025 | Joe Brandau, Life, Term Life, Universal Life, Whole Life
The life insurance industry entered 2025 with tailwinds, not headwinds. Here’s what that means for licensed producers: demand is still high, opportunity is growing, and consumer expectations are evolving fast. If you’re a life insurance agent, this is a...
by Joe Brandau | Oct 7, 2024 | Health, Joe Brandau, Medicare/Medicare Advantage
Licensed agents who work with Medicare products are on the front lines of a significant shift in healthcare coverage affecting our most vulnerable consumers. Recent data reveals a troubling trend: lower-income older adults transitioning from Medicaid to Medicare face...
by Joe Brandau | Aug 16, 2024 | Annuities, Joe Brandau, Wealth
A recent Security Benefit RIA Sentiment Study gauges Registered Investment Advisors’ (RIAs’) perspectives on critical issues for 2024, including client practices, optimistic economic outlook, product offerings, and the potential impact of the 2024 U.S. election....
by Joe Brandau | Jun 19, 2024 | Joe Brandau, Life, Mergers & Acquisitions (M&A), Recruitment
You’ve built a successful career helping clients navigate the world of life insurance. Now, you might be contemplating the next chapter. Selling your book of business can be a strategic move, but it’s crucial to understand your readiness before embarking...
by Joe Brandau | Jun 11, 2024 | Joe Brandau, Protection/Income, Wealth
Annuities are popular among Americans seeking financial security and stability amid an unpredictable economy. With interest rates at their highest levels in years, insurers are offering annuity premium bonuses—most often on fixed-indexed annuities—providing an...
