by A&A Editorial Team | Apr 18, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Networking with high-net-worth individuals (HNWI) presents a unique and powerful avenue to develop long-term relationships, providing a stable and consistent source of income, which increases business growth and revenue, as well as the opportunities to enhances your...
by Steve Heney | Apr 9, 2025 | Protection/Income, Sales & Marketing, Steve Heney
Disability insurance (DI) offers a critical safety net, replacing income if illness or injury prevents your clients from working. However, the underwriting process can sometimes be a hurdle for agents and clients. The underwriting process is where the insurance...
by A&A Editorial Team | Mar 17, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Financial scams targeting older adults in the United States have reached an alarming level. In 2023, losses totaled $3.4 billion, showing a sharp increase in these crimes. Scammers use increasingly sophisticated tactics, from AI-driven impersonations to phishing...
by A&A Editorial Team | Mar 14, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Sales & Marketing, Wealth
As the world leans ever more heavily on digital tools, a recent J.D. Power study reveals a troubling truth: retirement plan websites and mobile apps are falling short of consumer expectations. This disparity should be a concern for licensed agents and financial...
by Michael Butler | Feb 26, 2025 | Life, Michael Butler, Sales & Marketing
As society continues embracing new technology, AI and digital tools are not just affecting our day-to-day activities but fundamentally reshaping the life insurance industry. For insurance and financial professionals, these innovations streamline processes, elevate...
by A&A Editorial Team | Feb 24, 2025 | A&A Editorial Team, Sales & Marketing, Wealth
In today’s evolving economic landscape, clients are looking for more than just investment returns from their financial professionals. Recent research from Morningstar highlights that consumers value personalized advice, behavioral coaching, and a deep understanding of...
