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 13, 2023
Help Set Your Clients Up for Success with a Qualified Plan
When it comes to financial planning strategies it is very rare to find circumstances where a ”one size fits all” approach is appropriate. Helping your business…
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February 9, 2023
Have Clients Looking for a Way to Save for Retirement?
32% of Americans do not have access to a 401(k)¹ Your clients are facing many obstacles in life. When it comes to retirement, some employers don’t offer a 401(k)…
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February 9, 2023
Toss out Those old Paper Apps – RetireMax Secure 5 is Now on eApp
With maximum premiums up to $2 million and the guaranteed rate holding strong at 5.25%, RetireMax Secure 5 offers the peace of mind of having a guaranteed way…
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February 8, 2023
BUILD the Future: Giving is about making an impact in the community
Giving Back with BUILD The recipient of the 2023 giving campaign will be Communities in Schools® of the Dallas Region, a nonprofit that supports more than…
