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Build Your Succession Plan, Protect Your Legacy

Build Your Succession Plan, Protect Your Legacy

by A&A Editorial Team | Jul 1, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips

Licensed insurance agents spend their careers helping others prepare for the future. They guide clients through life’s uncertainties, protect their families, and help them ensure their financial security. But when it comes to their own business, how prepared are...
From Airwaves to Action: Drive Leads and Loyalty Through Radio Advertising

From Airwaves to Action: Drive Leads and Loyalty Through Radio Advertising

by Sam Davis | Jun 11, 2025 | Marketing Best Practices, Sales & Marketing, Sam Davis

Radio continues to be a force in advertising today, offering licensed agents and financial professionals a direct path to one of the most valuable audiences: working-class Americans aged 55 and older. Despite the expansion of digital advertising, AM/FM radio remains a...
Reversing the Rise in Avoidable Deaths: Examining the Role of Agents

Reversing the Rise in Avoidable Deaths: Examining the Role of Agents

by A&A Editorial Team | Jun 9, 2025 | A&A Editorial Team, Health, Sales & Marketing

The U.S. is facing a public health failure that most people don’t even know about. Between 2009 and 2019, the average rate of avoidable deaths — those that could have been prevented or effectively treated with proper care — increased by 33 per 100,000 people...
From Products To Purpose: Leading Through Change In The Health Insurance Industry

From Products To Purpose: Leading Through Change In The Health Insurance Industry

by Angela Palo | Jun 2, 2025 | Angela Palo, Health, Sales & Marketing

*This article has been republished from Forbes Business Council.   Health insurance costs are rising—again. Between 2022 and 2025, average premiums for private health insurance plans—including those purchased through the ACA Marketplace and directly from...
Survey: Top Attributes Investors Look for In Financial Professionals

Survey: Top Attributes Investors Look for In Financial Professionals

by A&A Editorial Team | May 22, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips, Wealth

The shape of the financial services landscape is currently being shifted by changing investor expectations and preferences. A recent CapIntel consumer survey sheds light on what investors value most when looking for and deciding to hire financial professionals. The...
Digital Disconnect: How to Match Your Marketing to Consumer Preferences

Digital Disconnect: How to Match Your Marketing to Consumer Preferences

by A&A Editorial Team | May 16, 2025 | A&A Editorial Team, Marketing Best Practices, Sales & Marketing

The reports are in! According to a recent study by Ficomm Partners, advisory firms are NOT marketing to consumers the way they prefer. While 45% of investors surveyed report selecting their advisors through digital channels, only 29% of firms focus on digital...
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