by A&A Editorial Team | Dec 30, 2025 | A&A Editorial Team, Life, Protection/Income, Wealth
In a financial world increasingly focused on longevity and reliable income, annuities have surged in popularity. LIMRA reports that annuity sales in the U.S. topped $119 billion in the second quarter of 2025, representing an 8% increase from the previous year....
by Drew Gurley | Dec 22, 2025 | Drew Gurley, Protection/Income, Wealth
Annuities are in the spotlight like never before. These products are continuing to reach historic sales highs, expected to exceed $450 billion by the end of 2025, according to LIMRA. That capped three consecutive years of record-breaking growth. Register to read...
by Joe Brandau | Dec 2, 2025 | Joe Brandau, Protection/Income, Wealth
For decades, the “4% rule” has been the shorthand for the conventional wisdom of retirement income planning: Withdraw 4% of your savings in the first year, then adjust for inflation each year after. However, new research is revealing what many in the financial...
by Devon Williams | Aug 5, 2025 | Devon Williams, Protection/Income, Sales & Marketing, Wealth
If clients aren’t sticking around after the sale, something isn’t connecting. In a competitive market where consumers are constantly pitched newer, faster, “better” products, the ability to maintain long-term relationships is what separates...
by Greg Yodis | Jul 24, 2025 | Greg Yodis, Protection/Income, Wealth
For clients who plan to stop working before age 70, one question always arises: “How do I maintain an income without reducing my Social Security benefits?” Early filing leads to lower monthly payments for life, while waiting until 70 can result in...
by Steve Heney | Jul 18, 2025 | Protection/Income, Steve Heney, Wealth
The potential need for disability insurance is not one the average American can see or feel in their everyday lives like they do with health insurance (ie. picking up prescriptions from their pharmacy). The need for disability insurance is often not considered until...
