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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September 30, 2025
2025 Year-End Tax Strategies
Here are some year-end tax strategy suggestions you can share with your clients to help them reduce their federal income tax liability in 2025. It is…
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September 30, 2025
Prospecting Emails for RapidProtect
Two emails to help you sell our new instant decision indexed universal life (IUL) insurance policy.. Sharing the news about RapidProtect, new instant decision indexed universal…
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September 30, 2025
Life Insurance Underwriting Guide Updates
We’ve updated the Life Underwriting Product Guide with the latest details on Rapid Protect, along with improvements to other existing content. Check the guide for the…
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September 30, 2025
OBBBA and Charitable Giving
The One Big Beautiful Bill Act (OBBBA) is now law, bringing sweeping changes to every taxpayer, including modifications to charitable deductions. As a result, it’s important…
