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 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…
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March 31, 2022
Recording Available: Connecting the Dots with your Practice
Are you eager to learn how to cultivate strong community partnerships while building your organizational value proposition? Tune in to the webinar recording as Satonya Fair,…
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March 31, 2022
Grow Your Retirement Business This Spring Using Our Premium Increase Program.
Don’t let Spring and Summer be your slow time. As schools wind down for the year, Spring is the perfect time to reach back out to…
