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 14, 2023
US Pacesetter: Time for a Client Check-In
Soon, some of your clients with existing IUL policies will be able to select US Pacesetter as an index crediting strategy. This news provides a great…
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September 14, 2023
September Kicks Off 20 Years of Life Insurance Awareness Month!
From paying bills and the mortgage or rent, to funds for college and retirement, life insurance is for so much more than a funeral. For your…
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September 14, 2023
Proposed Fiduciary Rule Update
On September 8th, the Department of Labor (DOL) submitted a proposed fiduciary rule to the Office of Management and Budget (OMB) for review. Submission of a…
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September 11, 2023
Business Check Up: Why You Need to Revisit Your Buy Sell Agreement Periodically
When I was growing up, it always felt like things would break down in the fall. Once school got started and the summer heat in Texas…
