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....
-
April 11, 2022
Strategic Partnerships Advance Your Business to the Next Level
The CPA Symposium provides an innovative approach to helping you and your CPA partner understand the tools, resources, and support that are available to help business…
-
April 7, 2022
“You’ll Never Lose a Penny” is a Really Nice Prospect
In today’s volatile economy, it is important that prospects know they have a safe and secure option to save for retirement. Our top-used marketing piece Haven’t…
-
April 7, 2022
Additional Annuity Rate Increases Start Today
S&P 500 Annual Caps are increasing by 0.50% to 1.00%. Participation rates for other indexes are increasing by 25% to 30%. SPDAs are effective Thursday,…
-
April 6, 2022
Mandated Workplace Retirement Plans: SIMPLE IRA Simply Makes Sense
There is legislation impacting small business owners across the country. Several states already mandate small business owners to provide retirement plans to their employees; other states…
