by A&A Editorial Team | Jun 19, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
It’s 2025, and we’re in the thick of the Peak 65 wave. More than 11,200 Americans turn 65 each day — up from 10,000 a decade ago — and over 4.1 million people will retire annually through 2027. However, the fundamental shift isn’t just demographic;...
by Greg Yodis | Jun 6, 2025 | Greg Yodis, Protection/Income, Wealth
Interest rates increased 11 times between March 2022 and July 2023, leading to an annuity boom. The annuity market continues to rise above pre-pandemic levels in 2025 with new living benefits, enhanced riders, and various cost structures. Register to read entire...
by Eric Bruno | Jun 4, 2025 | Eric Bruno, Protection/Income, Wealth
It’s our responsibility to demystify financial concepts for our clients, but many industry sources frequently misrepresent and misunderstand annuities as options in the retirement strategy toolkit. Wink, Inc. CEO and president Cheryl Moore recently called out...
by John Poston | May 30, 2025 | John Poston, Protection/Income, Wealth
One big takeaway from LIMRA’s 2024 Retirement Investors Survey is that retirees and pre-retirees want to feel secure about their future. With traditional pensions becoming rare, people turn to annuities to secure a guaranteed income. That’s where you come in: 86% of...
by A&A Editorial Team | May 23, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Almost half of Generation X — Americans aged 44 to 59 — are entering their peak earning years without any retirement plan in place and only 14% believe they’ve saved enough to retire securely, according to a new study from Schroders. Even though they estimate a...
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...
