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 2, 2023
Nonqualified Employee Benefits: BONUS Time!
As the labor market continues to stay competitive, you have an opportunity to help your business owner clients stand apart from their competition through educating them…
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April 27, 2023
Annuity Rate Changes
Rates have moved significantly in recent weeks and we are adjusting accordingly. Effective April 29, 2023, you will see the following rate changes on our SPDA…
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April 27, 2023
Drum Roll, Please! Our LifeChanger of the Year Grand Prize Winner Has Been Announced
As part of our surprise for Derrick, the school helped us organize a big assembly in the school gymnasium for the whole school to celebrate. There…
