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!
Featured Articles
Fresh Approaches to Life Insurance Marketing
September is more than a page on the calendar. It's an opportunity for...
The Great Wealth Transfer: Predicting Impacts Across Generations with Julian Movsesian
From now until 2045, an estimated $124 trillion in assets is expected to...
Client Profiles: Identifying the Ideal Use Cases for Long-Term Insurance
A recent study by Certification for Long-Term Care reveals a critical gap in...
Mastering SEPs in the ACA Marketplace
With ACA enrollment hitting a record 24 million in 2024 — 15% higher than the...
Always Be Marketing: The Mindset Shift Licensed Agents Need in 2025
Let’s get this out of the way upfront: “Always Be Closing” “ABC’s” of Sales...
Addressing Client Assumptions in Long-Term Care Insurance
A recent study by Certification for Long-Term Care reveals a critical gap in...
Editor Spotlight
Gen X Represents A $1.4 Trillion Lead Generation Opportunity in 2026
Discover holistic strategies to connect with Generation X and the opportunities afforded by the biggest wealth transfer of the decade.
Featured Contributors

Kelly Kleinsasser

Bob Brzyski

Robert Bache

Austin James

David Paul

Amber Allen

JoAnna Barker

JC Moreno
Contributing Partners:
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.







