by Lucas Vandenberg | Mar 24, 2025 | Lucas Vandenberg, Protection/Income, Wealth
Many clients approach retirement with preconceived notions of how much they need to save, often influenced by traditional rules of thumb like achieving a “magic number” for retirement savings or adhering to popular strategies such as the 4% withdrawal rule. However,...
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 Austin James | Mar 12, 2025 | Austin James, Protection/Income, Wealth
In the digital age, people are bombarded with information, particularly regarding finances. Clients are inundated with constant investment and income product pitches, many of which contain confusing information about rules and riders. But how can they discern the...
by A&A Editorial Team | Mar 7, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth
The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or...
by A&A Editorial Team | Mar 6, 2025 | A&A Editorial Team, Protection/Income, Wealth
With annuity sales reaching $108.5 billion in the second quarter of 2024 — a 25% increase from the same period in 2023 — it’s clear that consumer interest in annuities is surging. But many consumers remain uncertain about how much an annuity actually costs. Register...
by A&A Editorial Team | Mar 3, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
A recent New York Life Wealth Watch survey reveals a concerning trend: many Americans are ill-prepared for life’s major financial milestones. Despite the significant implications of events like buying a home, starting a family, or retiring, a large portion of...
