by David Paul | Apr 13, 2026 | Accumulation & Retirement Income, David Paul, Wealth
Those in the financial services industry have heard about The Great Wealth Transfer constantly over the last few years. Many financial professionals assume this massive, generational shift will be focused only on the Baby Boomer client base. But new data reveals that...
by Joe Brandau | Apr 3, 2026 | Joe Brandau, Protection/Income, Wealth
The current retirement landscape is fraught with dilemmas that demand your clients’ immediate attention. Recent global economic disruptions have created a pervasive feeling of instability for those nearing or entering retirement. With the increased economic...
by A&A Editorial Team | Mar 27, 2026 | A&A Editorial Team, Protection/Income, Wealth
The annuity market has set many records recently, driven by millions of Baby Boomers seeking guaranteed retirement income and financial stability. For insurance agents and financial professionals, this growth is a massive opportunity, but only if you can create a...
by A&A Editorial Team | Mar 20, 2026 | A&A Editorial Team, Protection/Income, Wealth
Interest rates are on everyone’s mind right now, and Americans feel the uncertainty. They’re watching the headlines, trying to decide whether they should lock in today’s rates or wait to see what happens next. At the same time, many fixed and indexed...
by A&A Editorial Team | Mar 19, 2026 | A&A Editorial Team, Sales & Marketing, Wealth
Financial stress is rising across nearly every demographic, but the data tells a hopeful story: people with a financial plan feel significantly more confident, satisfied, and secure. If you’re a financial professional, that’s your opening. Americans want...
by A&A Editorial Team | Feb 25, 2026 | A&A Editorial Team, Life, Protection/Income, Universal Life, Wealth
Indexed universal life (IUL) and fixed indexed annuities (FIAs) have traveled a long road. What started as niche products built to balance safety with growth potential has now matured into one of the most-watched segments in insurance, as market-linked gains, downside...
