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!

 

SUBSCRIBE NOWACTION TOOLS

Why Agent Retention Is the Real Growth Strategy

If you started in insurance four years ago, industry statistics suggest there's only a 15% chance you're still in the business today. That’s the default state of our industry — a massive revolving door. And with nearly one-third of active advisors expected to retire...

Innovation, Regulation, and Trust: The Road Ahead for Indexed Products

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...

The Estate Planning Effect: Analyzing the Current Landscape and Opportunity

The historical separation between insurance, financial services, and estate planning is rapidly dissolving. Today’s consumers demand a more holistic approach, seamlessly integrating legacy planning with investment and retirement income strategies. A recent Trust &...

Editor Spotlight

Realistic Expectations for the Great Wealth Transfer | Julian Movsesian, Succession Capital Alliance

3 Legislative Headwinds in Medicare That Agents Can’t Afford to Ignore

From commission limits to tighter marketing rules and new prior authorization requirements, licensed agents face a changing Medicare landscape.

Kelly Kleinsasser

Kelly Kleinsasser

Bob Brzyski

Bob Brzyski

Robert Bache

Robert Bache

Austin James

Austin James

David Paul

David Paul

Amber Allen

Amber Allen

JoAnna Barker

JoAnna Barker

JC Moreno

JC Moreno

AgentandAdvisor.com does not endorse any financial advisor. Only Licensed Insurance agents can become and stay a part of the AgentandAdvisor.com network. Insurance products and services are not offered through A&A but are offered and sold through individually licensed and appointed agents. A&A is not affiliated with the Federal Medicare program or any federal agency. Please note that AgentandAdvisor.com, its affiliated companies, and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. This website is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.