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How to Reframe Life Insurance for Today’s Diverse Consumers

by | April 15, 2026 | Life, Life Insurance, Rory Gregg, Sales & Marketing | 0 Comments

Life insurance demand is steady as ever, but prospective policy owners' expectations have changed. Agents and brokers today are working in a marketplace shaped by delayed life milestones, cultural differences, shifting financial priorities, and wider generational...
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Gen X Represents A $1.4 Trillion Lead Generation Opportunity in 2026

by | April 13, 2026 | Accumulation & Retirement Income, David Paul, Wealth | 0 Comments

Those in the financial services industry have heard about The Great Wealth Transfer constantly over the last few years. Many financial professionals assume this massive, generational shift will be focused only on the Baby Boomer client base. But new data reveals that...
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How Fixed Indexed Annuities Can Address Current Retirement Concerns

by | April 3, 2026 | Joe Brandau, Protection/Income, Wealth | 0 Comments

The current retirement landscape is fraught with dilemmas that demand your clients’ immediate attention. Recent global economic disruptions have created a pervasive feeling of instability for those nearing or entering retirement. With the increased economic...
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Editor Spotlight

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

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.

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

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