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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July 1, 2025
A Simple, High-Impact Retirement Solution for Small Business Owners
When it comes to retirement plans for small businesses, the SEP IRA (Simplified Employee Pension Individual Retirement Account) is one of the most straightforward and flexible options available….
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July 1, 2025
Your Key to Business Growth: How SEP and SIMPLE IRAs Open Doors to Small Business Owners
The U.S. is in the midst of a retirement savings crisis, and for financial professionals, that spells opportunity. A major factor driving this crisis is the…
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July 1, 2025
Your Next Prospect Conversation Just Got Easier
When it comes to starting conversations with plan sponsor prospects, nothing beats walking in with confidence—and the right materials. That’s where our Competitive Advantages brochures come…
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June 24, 2025
The FICA Alternative Advantage: Cut Payroll Costs & Build Retirement Security
In today’s workforce, part-time, seasonal, and temporary (PST) employees make up a growing segment of the labor force, especially across public sector organizations like school districts,…
