Gen X Represents A $1.4 Trillion Lead Generation Opportunity in 2026

by Agent & Advisor | Apr 15, 2026 | Accumulation & Retirement Income, Industry News, Wealth

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...

Today’s Rates Create a Powerful Opening for Annuity Conversations

by Agent & Advisor | Apr 3, 2026 | A&A, Industry News, Protection/Income, Wealth

Interest rates are on everyone’s mind right now, and Americans feel the uncertainty. They’re watching the headlines, trying to decide whether they should lock in today’s rates or wait to see what happens next. At the same time, many fixed and indexed annuities look...

The Confidence Advantage: How Financial Planning Strengthens Consumer Decisions

by Agent & Advisor | Mar 25, 2026 | Industry News, Sales & Marketing, Wealth

Financial stress is rising across nearly every demographic, but the data tells a hopeful story: people with a financial plan feel significantly more confident, satisfied, and secure. If you’re a financial professional, that’s your opening. Americans want clarity, and...

Innovation, Regulation, and Trust: The Road Ahead for Indexed Products

by Agent & Advisor | Mar 9, 2026 | A&A, Health, Industry News, Life Insurance, Protection/Income, Wealth

Indexed universal life (IUL) and fixed indexed annuities (FIAs) have traveled a long road. What started as niche products built to balance safety with growth potential has now matured into one of the most-watched segments in insurance, as market-linked gains, downside...

Keeping Retirement Timelines on Track for the Peak 65 Generation

by Agent & Advisor | Feb 11, 2026 | A&A, Industry News, Protection/Income, Wealth

Every day, more than 11,000 Americans turn 65 — the most significant wave of retirees in U.S. history. But instead of celebrating, many are hitting pause. Nearly one-third of Peak 65 consumers (ages 61-65) say they’re considering delaying retirement due to worries...

Keeping Retirement Timelines on Track for the Peak 65 Generation

by Agent & Advisor | Jan 26, 2026 | A&A, Industry News, Protection/Income, Wealth

Every day, more than 11,000 Americans turn 65 — the most significant wave of retirees in U.S. history. But instead of celebrating, many are hitting pause. Nearly one-third of Peak 65 consumers (ages 61-65) say they’re considering delaying retirement due to worries...