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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September 1, 2021
Looking for More Opportunities to Sell Flexible Premium Annuities in the Retirement Market?
These questions can help you uncover IRA sales opportunities. They are not just relevant to your client’s situation at-hand; they can lead to discussion about a…
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August 30, 2021
Universal Availability Gives Your 403(b) Plan Sponsors a Reason to Give YOU Access
National Tax-Deferred Savings Association (NTSA) summarizes the updates in this article posted August 11, 2021: IRS Updates Universal Availability Requirement Information for 403(b) Plans. Read the…
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August 25, 2021
Illustrated Future Policy Actions Page Added to IUL illustrations
A new ‘Illustrated Future Policy Actions’ page will be available for 2019 FlexLife, 2019 FlexLife NL, 2019 PeakLife and 2019 PeakLife NL illustrations on 8/28. The…
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August 25, 2021
September is Life Insurance Awareness Month
Your clients and prospects have lived through many changes over the past two years, which have underscored the need for life insurance more than ever before….
