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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
AEP Answers: 7 Common AEP Client Questions to Prepare For
As the Medicare Annual Election Period (AEP) approaches, approximately 60...
Switching Behavior: What Makes Clients Drop or Change MA Plans?
Switching behavior among Medicare beneficiaries is a significant phenomenon...
How To Modernize Your New-to-Medicare Strategy This AEP
Medicare’s Annual Enrollment Period (AEP) is a crucial time to attract new...
Advising Your Clients On The Hidden Costs of “Free” Medicare Advantage Benefits
Medicare Advantage (MA) plan issuers may advertise a variety of additional...
Part D Beneficiaries Save Hundreds by Switching Plans During AEP
According to the Medicare Prescription Plans 2024 Study from the American...
The Compliance Consequences of Ghostwriting and How to Avoid Them
As an active agent in life insurance and annuity sales, it’s crucial to be...
8 Steps to Create Your Annuity Marketing Content Calendar for 2024
A well-structured content calendar is essential for the success of any...
Frequent Annuity Questions: Answering 10 of the Most Common Client Inquiries
As financial professionals, we’re often inundated with questions from clients...
7 Reasons to Incorporate Cross-Selling to Grow Your Annuity Business and Secure Your Client’s Future
If you’re an annuity producer, you likely understand the appeal of annuities...
What’s Up? Bonuses!: The Rise of Carrier Bonuses in Annuities
As the financial world keeps evolving, so dies the landscape of annuities. A...
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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