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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January 17, 2023
Increase Rate Announcement on IULs!
Effective January 15, cap rates on all money received for the S&P 500 Point-to-Point Cap Focus strategies will increase to 9.25%. This increase applies to FlexLife, PeakLife,…
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January 17, 2023
Demystifying Qualified Plans
Have a conversation with a small business owner and it is probable that they will mention tax savings, employee retention and transitioning into retirement as some…
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January 12, 2023
We’re Expanding Our Suite of Living Benefits
Effective January 28, our new Alzheimer’s Disease Rider and new Fertility Journey Rider will bring peace of mind to clients. More than 6.5 million Americans are…
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January 12, 2023
Tax Season is Upon Us!
With tax season top of mind, we’re giving you the tools you need to sell in the upcoming months. The use of cash value life…
