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Riding the Confidence Wave: Diversifying 401(k) Savings for Holistic Retirement Security

by A&A Editorial Team | February 11, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Life, Wealth | 0 Comments

A renewed confidence is sweeping across American workers as they plan for retirement, driven by active engagement with their retirement accounts and a fresh perspective on savings — viewing them as steady monthly income rather than one-time lump sums. In fact,...

Social Media Marketing: Which Platforms Should Agents Focus On?

by Jo Barker | February 10, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing | 0 Comments

Social media has revolutionized the way all businesses connect with potential clients. Of course, this is also true for insurance and financial professionals, who are increasingly looking for ways to leverage social media in their marketing. But the saturated world...

Addressing Client Misconceptions Amid the Annuity Boom

by A&A Editorial Team | February 7, 2025 | A&A Editorial Team, Protection/Income, Wealth | 0 Comments

The recent surge in annuity sales underscores a robust and growing interest in annuities as a key component of retirement income planning. Annuity sales in 2024 reached over $432 billion, representing a 12% increase from the previous year and marking the third...

Featured Articles

5 Strategies for Effective Annuity Engagement

The overall well-being of American workers has plummeted in recent years....

Unlocking Wealth: Explaining the Tax Advantages of Life Insurance

In an era where financial literacy is more important than ever, a significant...

2025 Marketing Trends for Insurance and Financial Service Organizations

With the new year fast approaching, it’s important to reevaluate your...

Mastering Local Marketing: SEO to Attract High-Quality Leads in Your Community

In our industry, meaningful consumer relationships are the backbone of...

Retirement Success for Savvy Savers: Strategies Financial Professionals Can’t Ignore

Entering retirement can be a dream realized or a wake-up call for many...

Top 6 Tech Tools & Tactics to Level Up Your Digital Marketing

In an increasingly competitive insurance landscape, leveraging innovative...

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Editor Spotlight

Retirement Success for Savvy Savers: Strategies Financial Professionals Can’t Ignore

Entering retirement can be a dream realized or a wake-up call for many Americans. While some struggle to build savings, those who prepare financially often find their post-work years meet or even exceed expectations.

New data reveals that financially prepared retirees experience higher fulfillment, highlighting the critical role financial professionals play in fostering positive retirement outcomes.

Featured Contributors

Kelly Kleinsasser

Bob Brzyski

Robert Bache

Austin James

David Paul

Amber Allen

JoAnna Barker

JC Moreno

Contributing Partners:

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