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July 11, 2024

Use the K-12 Off-Season to Develop New Payroll Slot Prospects

Get your payroll slot plans started before the bell rings.

Guide employers and their employees towards successful retirement outcomes, leveraging the four plan types. This will enable you to grow your business and effectively serve the...

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  • July 17, 2024

    The Shackles are Broken

    On May 7, 2024, the Federal Trade Commission (“FTC”) published the Non-Compete Clause Rule (“the Ruling”), in which the FTC states that non-compete clauses are an…

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  • July 17, 2024

    What is a Market Value Adjustment (MVA)?

    When it comes to understanding how annuities work it is important to be aware of the various features that are typically on an annuity contract. In…

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  • July 17, 2024

    MYGA Rate Change

    Due to a changing interest rate environment, the following adjustment was made on Wednesday, July 17: RetireMax Secure 5 decreased from 5.40% to 5.15% Green Mountain…

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  • July 11, 2024

    Connelly v. United States Training Webinar

    In a unanimous decision, the United States Supreme Court ruled that life insurance proceeds received by a corporation to redeem shares of a deceased owner are…

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