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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April 5, 2022
(It’s not an oops) We Did It Again!
Help your clients take advantage of some of the best – and most competitive – income and accumulation solutions in the marketplace. Plus, S&P 500 Annual Caps…
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April 4, 2022
Celebrate Women’s History Month Through WIN
Diversity of thinking is critical for a company to find its competitive edge. So why is it that only about 18% of all financial advisors are…
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April 3, 2022
Is It Time For A Spring Policy Check Up?
Spring has officially arrived and many of your clients are probably purging items and performing Spring cleaning. However, the start of a new season is a…
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March 31, 2022
Coming Soon: New SummitLife Indexed Universal Life (IUL) Product
Coming Soon New SummitLife Indexed Universal Life (IUL) Product Everything you love about Peak, PLUS: More Diversification – New custom index, the US Pacesetter, which compliments…
