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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October 27, 2021
Cybersecurity: Do More Than Simply React
Please read this article published by NTSA on October 8, 2021. “Retirement plans are in cyber criminals’ sights, and it takes positive action to head off…
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October 21, 2021
A Tribute to Jerry Stratton, Alliance Group
As an independent Managing General Agent (MGA) he was a key principal in execution of our independent distribution strategy. Jerry brought extensive experience, a strategic mind…
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October 21, 2021
NLGroup Secures 750M of Contingent Capital
Last week we executed on a historic transaction that fuels our growth to 2 million delighted customers. We opportunistically secured access to $750 million of low-cost…
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October 21, 2021
Ensure Smooth Year-end Processing for 1035 Exchange Cases
To ensure enough time for the ceding carrier to release funds for 1035 Exchange cases, we highly encourage business requiring 1035 transfers to pay initial premium…
