by A&A Editorial Team | Oct 9, 2025 | A&A Editorial Team, Asset Management/Advisory, Regulatory, Wealth
The promise of a colossal wealth transfer from Baby Boomers to younger generations, dubbed the “Great Wealth Transfer,” has generated significant conversation. While the anticipated numbers are massive, often cited at $124 trillion by 2048, this headline figure on its...
by A&A Editorial Team | Oct 2, 2025 | A&A Editorial Team, Regulatory, Wealth
The coming decades will witness the most significant intergenerational wealth transfer in history, with upwards of $124 trillion in wealth expected to change hands. Your role as a financial professional during this Great Wealth Transfer will be more than just...
by A&A Editorial Team | Sep 25, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
From now until 2045, an estimated $124 trillion in assets is expected to change hands in the Great Wealth Transfer, primarily passing from Baby Boomers to younger. “The Great Wealth Transfer is no longer a distant forecast — it’s happening right now,” said Julian...
by Bob Brzyski | Aug 25, 2025 | Bob Brzyski, Marketing Best Practices, Sales & Marketing, Wealth
Let’s get this out of the way upfront: “Always Be Closing” “ABC’s” of Sales still has its place. Asking for the sale is part of the job, and a critical one at that. Whether you’re helping someone enroll in a Medicare plan or choose the right life insurance policy,...
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...
