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Momentum in the Market: Why Life Insurance Growth Isn’t Slowing in 2025

Momentum in the Market: Why Life Insurance Growth Isn’t Slowing in 2025

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...
Agents as Advocates: Using Medigap and MSP to Combat the ‘Medicare Cliff’

Agents as Advocates: Using Medigap and MSP to Combat the ‘Medicare Cliff’

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...
Study: RIAs are Increasing Allocations to Annuity Products

Study: RIAs are Increasing Allocations to Annuity Products

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....
Are You Ready to Sell Your Life Insurance Book of Business?

Are You Ready to Sell Your Life Insurance Book of Business?

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...
Unlocking the Power of Premium Bonuses: How Annuities Can Revolutionize Retirement

Unlocking the Power of Premium Bonuses: How Annuities Can Revolutionize Retirement

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...
Beyond the Basics: How Cross-Selling Final Expense Insurance Elevates Client Relationships

Beyond the Basics: How Cross-Selling Final Expense Insurance Elevates Client Relationships

by Joe Brandau | Feb 12, 2024 | Joe Brandau, Life, Sales & Marketing

Whether you’re a financial professional or a licensed insurance agent selling Medicare Advantage or Medicare Supplement plans, you can provide your clients with comprehensive coverage and peace of mind. While you may offer robust products and services for your...
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