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 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,…
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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…
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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…
