Health & Wealth Agency M&A Activity By Year

M&A activity in Health & Wealth agencies is being fueled by one powerful shift: 62% of consumers under age 55 want a single advisor who can handle everything—Medicare, investments, retirement income, and taxes.

That’s nearly 3x higher than the preference among older clients.

This demand is reshaping the industry.

Buyers are rolling up standalone Medicare, annuity, and life insurance agencies into multi-line platforms that look more like RIAs.

Integrated planning isn’t a value-add anymore—it’s the expectation.

And M&A is how the industry is catching up.

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