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...
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...
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...
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...
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...
by Agent & Advisor | Oct 1, 2025 | A&A, Accumulation & Retirement Income, Industry News, Wealth
From now until 2045, an estimated $124 trillion in assets is expected to change hands in the Great Wealth Transfer, primarily passing from Baby Boomers to younger. “The Great Wealth Transfer is no longer a distant forecast — it’s happening right now,” said Julian...
