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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June 22, 2025
Rate Increases for Single Premium FIAs
Great news — participation and cap rates are going up for Zenith Growth (7 & 10) and Growth Driver (7 & 10) Single Premium Fixed Indexed…
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June 16, 2025
Prepare Now to Serve Educators Better This Fall
Summer is your secret weapon. While the pace slows down and inboxes get quieter, it’s the perfect time to prepare for a strong start to the…
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June 16, 2025
Why Partnering With You Is a Smart Move for Small Business Retirement Planning
To close the retirement savings gap, several states now require small businesses to offer retirement plans to employees—or enroll them in a state-run program. This shift…
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June 16, 2025
Unlocking Growth with Small Businesses: A Market Hiding in Plain Sight
Small businesses are the backbone of the economy. They make up over 99% of all U.S. businesses (over 33 million)1 and employ nearly half of the…
