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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February 28, 2023
Why You Should Include Life Insurance in Qualified Plan Designs
Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage when it comes to retirement savings, employee retention and…
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February 23, 2023
BUILD I Last Chance to Double Your Impact!
Your donations are doubled by the National Life Group Foundation, but only for this campaign! Thanks to BUILD members like you contributing to the Black History…
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February 23, 2023
Register Now for the Spring CPA Symposium
Growth Through Partnership When you adopt an integrated financial services business model, you have the opportunity to expand your business, generate additional income, and offer the…
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February 23, 2023
The Ghost of Christmas Future
What some Americans are unaware of is the day of retirement is the real and they need to be proactive in their retirement strategy. With the…
