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.
The Standard created a new executive role to “harness AI capabilities” for the company and its customers.
“If companies want to look attractive to young employees, The Standard suggests they invest in mentoring Gen Z workers and take steps to ease financial burdens.”