Date:
September 18, 2026
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.
News Organization:
Aspire Magazine
Date:
October 3, 2025
Leaving a meaningful legacy is important to many retirees. John Williams, CLU®, regional vice president for Individual Annuities at The Standard, discusses the legacy planning benefits of a fixed index annuity.
News Organization:
Advisor Magazine