by Lucas Vandenberg | Mar 24, 2025 | Lucas Vandenberg, Protection/Income, Wealth
Many clients approach retirement with preconceived notions of how much they need to save, often influenced by traditional rules of thumb like achieving a “magic number” for retirement savings or adhering to popular strategies such as the 4% withdrawal rule. However,...
by Austin James | Mar 12, 2025 | Austin James, Protection/Income, Wealth
In the digital age, people are bombarded with information, particularly regarding finances. Clients are inundated with constant investment and income product pitches, many of which contain confusing information about rules and riders. But how can they discern the...
by A&A Editorial Team | Mar 6, 2025 | A&A Editorial Team, Protection/Income, Wealth
With annuity sales reaching $108.5 billion in the second quarter of 2024 — a 25% increase from the same period in 2023 — it’s clear that consumer interest in annuities is surging. But many consumers remain uncertain about how much an annuity actually costs. Register...
by A&A Editorial Team | Feb 19, 2025 | A&A Editorial Team, Protection/Income, Wealth
Amid economic uncertainty, younger generations face significant challenges in planning for retirement. A recent survey showed that nearly half of respondents (47%) believe they’ll need to delay retirement until around age 74, a decade later than the traditional...
by A&A Editorial Team | Feb 7, 2025 | A&A Editorial Team, Protection/Income, Wealth
The recent surge in annuity sales underscores a robust and growing interest in annuities as a key component of retirement income planning. Annuity sales in 2024 reached over $432 billion, representing a 12% increase from the previous year and marking the third...
by A&A Editorial Team | Jan 31, 2025 | A&A Editorial Team, Protection/Income, Wealth
The overall well-being of American workers has plummeted in recent years. Economic uncertainty has significantly contributed to this decline. Life transitions, from new parenthood to retirement, can further amplify these challenges, even when the changes are positive....
