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Welcome to Agent & Advisor
Subscribe. Learn. Grow.
Join a community of advisors and agents- working to accelerate your financial advisory and insurance businesses. Subscribe today to gain access to new articles, new videos, and new content each month. Let’s Grow!
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Featured Articles
Life Settlement Annuities: A Powerful Solution for Funding Retirement and Securing Long-Term Care
As the population ages, securing a financially sound retirement and the...
The Ultimate Agent Marketing Compliance Guide for AEP 2024
The Centers for Medicare and Medicaid Services (CMS) defines marketing as,...
Start Earning This AEP: 3 Reasons to Sell Medicare Advantage
2024 is quickly approaching, and it’s shaping up to be a big year for Medicare...
Retirement Reality: Why Most Americans Don’t Need Millions To Live Comfortably
The calculations are simple: While Americans may think they need more, they...
Navigating Annuity Licensing Complexities To Supercharge Your Sales Power
As consumer demand for annuity contracts continues to surge, now’s the perfect...
How Infrastructure Investments Are Shaping Your Clients’ Annuities
The Biden administration has made a renewed commitment to investing in...
Maximizing Client Conversations During Medicare AEP
Medicare’s Annual Enrollment Period (AEP) is a critical time for licensed...
Help Your Clients Avoid These 5 Costly Medicare Enrollment Errors
Every year, during the Medicare Annual Enrollment Period (AEP), millions of...
Behind the Decline: Explaining The Traditional Long-Term Care Market Shrinkage In 2022
As licensed agents, staying up-to-date on industry trends and understanding...
How Gen Z and Millennials Can Transform the Life Insurance Industry
The insurance industry is in a unique moment in time. As Gen Z (ages 18–26)...
In The News
Contributors
We call on our experts to share important information each month to help you meet more prospects and serve more clients.
Featured Contributors this Month:

Sylvia Gordon

JoAnna Barker

Robert Bache

Josh Lumme

Ford Stokes

Kelly Kleinsasser

Sam Davis

Matt McClure
Contributing Partners:






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Insurance products and services are not offered through A&A but are offered and sold through individually licensed and appointed agents.