In the Media

Women are poised to play an increasingly significant role in wealth ownership as trillions of dollars change hands over the coming decades. In Aspire Magazine, Melissa York explores the opportunities and challenges of the Great Wealth Transfer, including how financial professionals can help clients navigate inheritance, retirement planning, financial confidence and long-term goals.

We’re thrilled to make the list! Life Annuity Specialist called us one of “five upstart carriers” for sales of individual annuity products. Get the details.