As we stand on the brink of the Great Wealth Transfer, the financial services landscape is on the cusp of a profound demographic shift. By 2030, millennials and pre-retiree women will inherit an astonishing $30 trillion. Financial professionals who swiftly grasp the significance of this transfer and promptly adapt their strategies will be in a prime position to foster loyalty, empower consumers, and secure business growth.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
- Adapting to the OBBB: How Agents Can Lead Through the Industry Shakeup - November 6, 2025
- Forecasting the Future Health Insurance Impacts of the Big, Beautiful Bill - October 28, 2025
- Cost vs. Value: Reframing Life Insurance to Overcome Objections - October 24, 2025
