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....
August 4, 2025
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....
September 29, 2022
We are kicking off the fourth quarter with our sixth annuity rate increase! • S&P 500 Annual Caps are increasing by 1.70% to 2.85% • Participation…
September 29, 2022
The first Do Good Fest to be held in Texas is right around the corner. The event will feature food trucks, a Nonprofit Village, a VIP…
September 28, 2022
The US Pacesetter Index uses an asset allocation methodology that aims to avoid complex models. US Pacesetter Index diversification across asset classes can help drive consistency…
September 26, 2022
The arrival of autumn brings shorter days and darker nights. We’re ready to keep the lights on by kicking off our LifeChanger Spotlight Award! This award…