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Exploring ‘Phased’ Retirements with Older Clients

Exploring ‘Phased’ Retirements with Older Clients

by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Protection/Income, Wealth

Many Americans are rethinking the traditional “all-or-nothing” approach to retirement. Instead, “phased retirement” offers a flexible solution, allowing clients to gradually reduce work hours while maintaining some income and health benefits. This can be...
Survey: Life Sales Expected to Grow Faster Than Annuity Sales

Survey: Life Sales Expected to Grow Faster Than Annuity Sales

by Matt McClure | Jun 19, 2024 | Life, Matt McClure, Protection/Income, Wealth

Clients’ financial priorities might be evolving as a recent LIMRA and NAILBA survey reveals that distributors in the life & annuity space overwhelmingly expect life insurance sales to surge past annuities in 2024. This trend suggests a potential shift...
Market Outlook: Annuity Sales Projections Are Looking Bullish in 2024

Market Outlook: Annuity Sales Projections Are Looking Bullish in 2024

by A&A Editorial Team | Jun 17, 2024 | A&A Editorial Team, Protection/Income, Wealth

According to a recent survey conducted at LIMRA’s Life and Annuities Conference, the annuity market continues to demonstrate its resilience and growth potential. This positive outlook aligns with the observations of many health insurance and financial...
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...
The Allure of Annuities for High-Net-Worth Individuals

The Allure of Annuities for High-Net-Worth Individuals

by A&A Editorial Team | May 20, 2024 | Protection/Income, Wealth

High-net-worth individuals are constantly seeking strategies to safeguard and grow their wealth. Annuities have emerged as a popular choice due to their stability, tax benefits, and the creditor protection they offer, among other advantages. Annuities provide a secure...
Overcoming Annuity Roadblocks With Confident, Informed Guidance

Overcoming Annuity Roadblocks With Confident, Informed Guidance

by Austin James | May 10, 2024 | Austin James, Protection/Income, Wealth

Annuities offer a valuable solution to the need for stable retirement income, providing guaranteed monthly paychecks during a person’s golden years. However, despite the apparent benefits, many individuals hesitate to embrace annuities due to various perceived...
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