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Welcome to Agent & Advisor

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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

What Genetic Testing for Life Insurance Can’t Tell You About a Client’s Future

With genetic testing more accessible than ever, a growing number of Americans...

Dealing with Disruption: How to Navigate This Year’s AEP Challenges

With Medicare Advantage (MA) now covering more than half of all Medicare...

Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian

The promise of a colossal wealth transfer from Baby Boomers to younger...

An Agent’s Guide to Hitting Production Goals This AEP

The Annual Enrollment Period (AEP) is the most critical time of year for...

Wealth Transfer and Estate Taxes: Protecting Your Client’s Legacy with Julian Movsesian

The coming decades will witness the most significant intergenerational wealth...

Fresh Approaches to Life Insurance Marketing

September is more than a page on the calendar. It's an opportunity for...

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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:

Kelly Kleinsasser

Bob Brzyski

Robert Bache

Austin James

David Paul

Amber Allen

JoAnna Barker

Contributing Partners:

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