August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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May 16, 2024
Life Insurance and Estate Planning…
We engage in estate planning to take care of our loved ones when we’re gone. One important part of our estate plan is life insurance. A…
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May 15, 2024
CPA Advantage Tactical Tuesdays Webinar Series! Overview of Federal Gift and Estate Taxes
National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar on Federal gift and estate taxes, including strategies for…
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May 15, 2024
New Underwriting Rules for Juvenile Coverage
Effective immediately, there are new underwriting rules for juvenile coverage (except for NY and foreign nationals). Juvenile underwriting applies to issue ages 0-17 (children must be…
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May 9, 2024
Irrevocable Trust Strategies: Have Your Cake and Eat It Too
When the value of your estate exceeds the estate tax exemption amount, your clients could be subject to a 40% estate tax rate. It is difficult…
