by A&A Editorial Team | Dec 30, 2025 | A&A Editorial Team, Life, Protection/Income, Wealth
In a financial world increasingly focused on longevity and reliable income, annuities have surged in popularity. LIMRA reports that annuity sales in the U.S. topped $119 billion in the second quarter of 2025, representing an 8% increase from the previous year....
by Drew Gurley | Dec 22, 2025 | Drew Gurley, Protection/Income, Wealth
Annuities are in the spotlight like never before. These products are continuing to reach historic sales highs, expected to exceed $450 billion by the end of 2025, according to LIMRA. That capped three consecutive years of record-breaking growth. Register to read...
by Joe Brandau | Dec 2, 2025 | Joe Brandau, Protection/Income, Wealth
For decades, the “4% rule” has been the shorthand for the conventional wisdom of retirement income planning: Withdraw 4% of your savings in the first year, then adjust for inflation each year after. However, new research is revealing what many in the financial...
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...
